Profiles Tool

1. Click Add Content.
2. Select the Main tab in the tool menu.
3. Locate the Profiles tool under Directory.
4. Click and drag the tool to the main panel of the page.
5. The Profiles Properties screen will display.
6. Display Layout: Select Grid Layout with expanded Full Profile or Full Profile Listing.
7. Select/deselect Use CAPTCHA to protect email addresses from spammers and email harvesting.
8. Image Orientation: Select Square, Portrait, or Landscape.
9. Click Save (or Cancel to discard your changes).
10. Click into the tool to add content.
11. Type a heading in the Add Header field. (For example: Frequently Asked Questions)
12. The tool defaults to Active status. (Click to select Inactive if you want to publish the content at a later date.) 
    • If Active, the tool will be accessible. 
    • If Inactive, the tool will not be accessible or visible on the page.
13. Click Add Profile.
    • Select Select a User Account – Select a name from the dropdown list or Type your own– Type user account information.
14. Click Add (or Cancel to discard your changes).
15. Click Done(or delete the entire tool by clicking Delete in the Profiles toolbar).

To edit, simply click into the tool. Click Options in the Profiles toolbar to update Profiles Properties.

*Note: Once added, you can move or copy your tool to another page by clicking Move/Copy in the Members toolbar.

Schedule an access status change 

You can Schedule a tool to become Active or Inactive on a specific date.

1. Click into the tool.
2. Click Schedule in the Profiles toolbar.
3. Select a Date for the status change.
4. Select a New Access Status.
   • If Active, the tool will be accessible. 
   • If Inactive, the tool will not be accessible or visible on the page.
5. Type your email address(es) in the Notify Email Address(es)field if you want to be notified of the status change.
6. Click Save (or Cancel to discard your changes).

If you have any questions or need help, send us a note at communitysupport@factsmgt.com!