People (Website Members)

Custom Profile Fields

You can create custom profile fields that will be displayed along with our standard required profile fields for each person.  This is useful if you are wanting to ask for additional information beyond our standard fields in the person addition process such as 'Shirt Size' with a list of choices to choose from.  You can specify which arerequired and in what order they display. For fields with possibleanswers like dropdown lists, separate your answers with commas.

You need to setup your custom profile fields first, if you have not already completed it, so that when you are adding people, these fields will be there to accept the data.

To create the custom profile fields:

1. Within the system   click on the "People" Tab.
2. Click the 'Custom Profile Fields' tab.
3. Next, start adding question types to the form.  You can select the following and click 'Add'.
   
   1. Single Line Text - Good for fields like First Name or Last Name
   2. Multi Line Text - Good for allowing a comment or message field.
   3. Drop Down List - Allows the user to see a list of choices but can only choose 1.
   4. Checkbox List - Allows the user to see a list of choices and choose more than 1.
   5. Checkbox - Good for a question like "Have Children?"  Allows the user to check for Yes or No.
   6. Radio Button list - Allows user to see a list of choices but can choose only 1.
4. Once you have added your question type to the form, give the question a name in the field label column.  Continue adding types (questions) until finished.
5. Click Save.

If you want to edit these questions at anytime, access the custom profile fields tab as detailed above, and when viewing your questions, make the necessary edits, click the '-' button to remove a question, or click the 'Reorder' button to reorder your questions.  When you are finished, click 'Save'.

Groups

Groups allow you to easily manage your people by grouping them together into a group.  When working with pages and access rights, or mass mail list and subscribers, groups will be a handy tool for you to have in place.

You need to setup your groups before adding people so that they are ready to accept people when you begin adding them.

To add a New Group

1. Access the People Tab.
2. Click on the 'New Group' tab.
3. Give the new group a Name and a Description
4. If you are wanting to filter your current profiles by a selection criteria, check the box that says "Filter members by Search Criteria, perform the search. This also allows you to setup a 'Smart Group' so that as new people are added with this same criteria, they will be filtered into this group.
5. Click the Save button.

To edit the Group's info, click its name of the group and adjust the necessary settings.  Click save.

People / Profiles

Visitors can register on your website if you have that option enabled.  You canspecify different settings within the system that will auto add theregistrants to certain member groups as well. 

To manually add a personto to your database

1. Within the system   click on the "People" Tab. You will see a listing of the people. 
2. Click on the 'New Person' tab.  Next, you will see the information needed to complete to add a new person to your site.  You can also associate them with a particular group during this process.
3. When you are finished click the "Save" button to complete the addition.

To upload a list of people into your database

1. Within the system   click on the "People" Tab. You will see a listing of the people.
2. Click on the "Import Members' tab.
3. Download our sample .csv file to use to merge your data into.  Currently, you can only import the fields contained in the sample .csv file, so do not include your extra information.
4. Browse and find your completed .csv file.
5. Choose the group(s) that you would like your .csv file of people to be a part of.
6. Click 'Import'.

Editing People's Profiles

Youcan edit the details of any person by clicking on the person's name.This allows you to edit their profile information, their groups, and mass mail lists. When you are done editing, click 'Save'.

Deleting People

You can delete a person by clicking on the person's username, and when viewing their profile click the 'Delete this Person' link in the lower left hand corner at the bottom of the screen, and then confirm the deletion.

Restricting Content Access

Almost everything can be restricted or allowed based on people's profiles. Since the Pages system encompasses an array of modulesusing Page Parts, restricting access to these modules is simple. Forexample, if you want to setup a private message board that only people of your staff group can see, create a Page called "Staff Message Board" and add a message board page part on that page. Then set the access levelof your page to the group called 'Staff' that you have previously created. Now only people that you assigned to the group called 'Staff' can access this message board. Read more on setting up restricted access by clicking here.

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