Configure the fields visible and editable by a person in their profile

Members stored in your contact database can access their profile information, purchases, and activity on your site. They can also view and edit certain profile fields — saving you a significant amount of time, since you won't have to update their information yourself!

This article explains how to

• Give your members access to their information
• Define which information fields to collect based on member type
• Define which fields your members can view and edit

Give your members access to their information

Before members can access their profile page, a few prerequisites must be in place:

• the Website feature must be enabled on your platform (under Settings > Feature Selection);
• you must create a member space: see our article Create a member space (or intranet) for more details;
• you must create a login / sign-up page: see our article Create a login / sign-up page (as well as Add or remove the member space login button on your site) for more details.

Once everything is set up, logged-in members can access their profile page by clicking My Account and then View My Profile directly on your site:

Once on the profile page, simply click the Update Profile button:

Define which information fields to collect based on member type

If needed, you can collect all the information you need about contacts in your Community (your user database).

To do this, go to Community > Settings. From there, you can create new profile fields and add fields specific to certain contacts in your database using groups.

Define which fields your members can view and edit

Once these fields are created, you can define which ones members can edit and which ones they can only view on their profile page.

To configure these settings:

1. Log in to your administration space;
2. Go to the Settings page of your Community app > Settings;
3. On this page, you'll find both the default fields and the fields specific to your organization. The section we're interested in is the one specific to your organization.
   
4. Click the pencil icon for the field you want to modify.
5. A window will open, letting you define the visibility of that field: either the registrant themselves, or administrators only.
   
   • If you select "The registrant themselves", the person will be able to view this information when they visit their account.
   • If you select "Administrators only", this information will not be visible to the member.
6. You can then decide whether the member can edit this information themselves or not;
7. Save your changes and repeat this process for each information field.

These fields can also be included in your campaigns and ticketing forms. To learn more about how campaigns work, check out our dedicated articles: Choose the general settings for your campaigns and ticketing forms, Create a Membership Campaign, or Create a Donation Campaign for your nonprofit.
To learn how to ask your members to update information they've already provided, we recommend this article.