User Profiles are initial surveys given at the Community level upon being onboarded. They are designed to gather general information about each user, such as gender and location.

Create a User Profile:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the User Profiles button in the Primary Configuration body area.
  4. Click the Create a New User Profile link at the bottom of the table.
  5. Complete the Basic Options, Team Access, and Advanced Options as desired.
  6. Click the Next button at the bottom of the page.
  7. Click the Create a Form Element link at the top of the form.
  8. Select the desired Element Type and then fill in the settings for that Element.
  9. Click the Submit button at the bottom of the page to confirm.
  10. Repeat steps 7 - 9 until you have added all desired Elements.
  11. Click the Return button when satisfied to complete the process of adding Elements and return to the form.
  12. Click the Activate Profile button at the bottom of the page.

You have successfully created a User Profile.

Modify a User Profile:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the User Profiles button in the Primary Configuration body area.
  4. Click the table cell of the desired User Profile.
  5. Make changes to the Basic Options, Team Access, and Advanced Options as desired.
  6. Click the Submit button at the bottom of the page.
  7. Hover over the table cell of the desired User Profile and click the form icon.
  8. Click the Modify link beneath the Element you would like to change.
  9. Make desired changes, then click Update Element.
  10. Repeat steps 8 - 9 for each Element you would like to change.

You have successfully modified a User Profile.

Remove a User Profile:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the User Profiles button in the Primary Configuration body area.
  4. Hover over the table cell of the desired User Profile and click the X icon to the right.
  5. Click the Yes, Delete this item link to confirm the removal of the User Profile and all collected data.

You have successfully removed a User Profile.

Requirements

  • Manage Community Role

Notes

  • Once created and active, End-Users that have access to submit the User Profile will be able to complete their User Profile automatically using the form that you built above!
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