Constituents can be given access to make minor edits on their profiles when they log in to the website. This article will show you how it works!
In this Article
- Step 1: Allow for self-editing of profiles
- Step 2: Log in to the website
- Step 3: Manage Account Profile
Important Note
Updating profiles is only recommended for Finalsite authenticated users, otherwise any changes will be overwritten when a sync runs from an integration.
Step 1: Allow for self-editing of profiles
In order for constituents to have access to make these edits, their Constituent Role Settings must be set to allow for self-editing of profiles.
- Go to Constituent Manager > Settings > Constituent Roles > *select a Role* > General Settings tab, and select Enable self-updating of profiles.
- Review the fields available for self updating for that Role, via Constituent Manager > Settings > Constituent Roles > *Select a Role* > Profile Fields Tab > Edit Pencil for a field > Enable updates to this profile field by group constituents, as this controls whether or not users can update their profile fields via the Profile account menu link.
Step 2: Log in to the website
Your constituent will first need to log in to the website, whether as an admin user or a portal user.
Step 3: Manage Account Profile
The Profile option within the dropdown menu on their login page is where the constituent can access their profile.
Learn more about what options are available for constituents in the article, "Manage your account preferences" specifically in the section, "Manage your Profile." The article for school leaders is similar but goes a bit more in depth, "Help your community users manage their account preferences."
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