Manage your profile as a portal user

This article guides portal users through managing profile information on a school website, including how to edit contact details, change a profile picture, and update account settings.

💡 Quick answers

  • Who can manage a profile? Portal users, such as parents, students, and staff, who have a login to the school website.
  • Where is the Profile option? After logging in, hover over the name in the top left corner and select Profile.
  • What can be changed in the Profile window? Profile information on the Profile tab, the profile picture on the Picture tab, account information and password on the Account tab, and subscriptions on the Subscriptions tab.
  • Which profile fields can be edited? Only fields that show an edit icon. The school decides which fields are editable.
  • Why is there no edit icon next to a field? The school has not enabled editing for that field, or the field is managed in the school's student information system. Contact the school to request a change.
  • How is a password changed? On the Account tab, for accounts that use Finalsite authentication. Accounts that use SSO or an integration change passwords in that system.

In this article


Step 1: Log in to the website

Go to the school website and add /login to the end of the site address. For example, www.yoursite.com becomes www.yoursite.com/login. Enter the username and password, or follow the school's sign-in instructions. For help signing in, see Portal user login help.

Step 2: Open the Profile window

Navigate to the top left corner of the page, where the name appears. Hover over the name until the dropdown menu appears.

Portal dropdown menu open under the logged-in user's name

Select Profile. The Update Your Profile window opens with the name and role at the top.

Update Your Profile window showing the Profile, Picture, Account, and Subscriptions tabs

The window includes these tabs:

  • Profile. Edit profile information and contact information.
  • Picture. Change the profile picture by uploading a new image or choosing a directory photo.
  • Account. Edit account information and change the password.
  • Subscriptions. View the email address on the account, current subscriptions, and message notifications.

Step 3: Edit profile information

Use the Profile tab to review and update profile information, including contact information where communication is sent.

Update an editable field

Scroll to the field to update. Click the edit icon next to the field, make the change, and save it.

Fields synced from a school system

Some information, such as a home address or phone number, may come from the school's student information system. A change to a synced field may not stay, because the next sync can replace it with the value stored in that system. To update a synced field, contact the school.

Show or hide directory information

If the school allows it, some fields appear as underlined links. Click the name of the field to open the visibility options, then choose whether to show the information to everyone or hide it from everyone. The Default label reflects the school's current setting for that field. Site admins can learn how to turn on this option in Allow users to control profile data visibility.

Step 4: Change the profile picture

Select the Picture tab. Upload a new image, or choose from a directory photo. 

Step 5: Update account information and password

Select the Account tab to edit account information and change the password.

The password option is available only for accounts that use Finalsite authentication. Accounts that use Google, SSO, or a student information system change the password in that system instead.

Step 6: Review subscriptions

Select the Subscriptions tab to view the email address on the account, current subscriptions, and message notifications. Click Settings to manage notification settings, or use Message notifications to change where notifications are received. For more on email, text, and voice subscriptions, see Messages/Messages XR for families: Manage your subscriptions.

Troubleshoot missing edit icons

If a field does not show an edit icon, editing is not available for that field. Common reasons include:

  • The school has not enabled editing. Site admins choose which profile fields can be edited.
  • The field is managed in another system. Information synced from a student information system is updated there.
  • The account does not use Finalsite authentication. Accounts that use SSO or an integration may have limited editing. 

In each case, contact the school and ask for the change. Site admins can learn how to turn on editing in Allow users to make profile edits.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please Sign in to leave a comment if you don't see the comment box below.