Profile Settings allow you to set options to create custom fields, categorise profiles and manage login and authentication. The Profile Settings can be found in Project Configuration > Profiles.
Fixed fields are already set up as default within the core. First name, last name an profile type are required, however the more fields you include the more flexibility you will have to manage your profiles and customise the app and other elements to specific users.
Email: Emails need to be unique if you are requiring users to login with their email and access code. If this is not required you can choose to allow multiple profiles to share an email address by clicking the drop down arrow and selecting 'allow duplicates'
Segmenting profiles into types such as attendee, speaker, exhibitor and so on allows for more control and flexibility when using profiles with other Elements. For example you may have different badges for exhibitors and delegates, or you may want to control entry to certain sessions based on profile type. The Core includes 5 default profile types (staff, speaker, sponsor, exhibitor, attendee). To add more or edit these, click the dropdown arrow and edit.
Click the to add more profile types. Click the dropdown arrow to edit or delete a pre-existing type. Options include:
- Permissions: 'organiser' status - allows extra functionality like deleting comments from activity feed
allow app login - users with this profile type can log in to the app for extra functionality
- notification catergories - automatically allocate categories to certain profile types
- set a 'price' - this is when paid registration is required
Identification fields can be used for app users to login. An access code and internal reference will be automatically generated by the Core. External reference could be an email or staff code and will need to be added with profile data.
Custom fields can be added for extended functionality when it comes to categorising and filtering profiles. Some examples of this are; a field for gala dinner attendance, address, post code or alternate contact number.
You can only have a maximum of 10 custom fields for short or long text and location or social media, but you may have as many multiple choice custom fields as desired.
Short text/medium text determines the character amount displayed to the user upon first glance in-app.
These fields can be set a user selectable with a default option if not specified by the user. For example gala dinner could be set to 'no'.
Login and Authentication
Show Privacy Settings on First Login – If you choose Yes for this option, the user will be immediately taken to the Privacy Settings screen on their initial login to the app.
Privacy on Login – You can choose the default initial privacy settings for users. This can then be changed by the user once they login. Options here are;
- No Changes
- Visible in List
- Allow Messaging
- Visible in List and Allow Messaging
Profile Login – Here you are able to choose the method by which a user logs into their profile in the app. The choices for login are;
- Use Access Code – The unique system generated identifier.
- Use External Reference – A unique identifier imported to the system from your external registration software.
- Use Email Address – This should not be used if you have allowed duplicate emails in the settings above.
The Core allows for secure backups of profile data to be saved for use in case the need for an emergency restore should arise. Snapshots can also be used to reverse otherwise undesired changes made to profiles and/or profile types. It is advised to create snapshots regularly to ensure data security.
To create a snapshot, click the button and name the snapshot. It will be automatically created and will appear in the list showing the name and date of its inception. Select the drop down arrow, to preview, restore or delete the data snapshot.