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Welcome! Let's explore how you can empower your contacts to keep their information up to date in the Login Portal. This handy feature puts your members in control of their details while reducing admin work for your team. So it's a win-win.

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In today's lesson, we'll learn how to; enable organisation admins to update company details, set which details your users can edit, and set up custom fields for users to view and manage. Ready? Let's dive in.

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First, we'll configure which details members can edit in their portal. Start by heading to your login portal's backend. Select the My Profile section. Look for the Profile Details Block. By default, this block shows personal details from SwiftFox

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For contacts linked to organisations, you might want to enable organisation admins to update company information to. In the Profile Details Block. Enable the option to allow contact to update organisation details. This means that contacts linked to an organisation such as company administrators or team leaders can update key business details. Let's save and publish.

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Now will set up which specific details your contacts can edit. Here's how to configure what members can update. Head to settings in SwiftFox. Select login portal. Navigate to the my Profile Fields tab. You will see a list of contact details that members can edit in the portal. Each field has an option for you to choose whether the contact can edit it.

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The standard fields include; profile details like name and date of birth, address details for updating residential or work addresses, contact details including phone numbers and alternative emails. Simply use the drop down menu under each field to set editing permissions.

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Want to let users edit organisation specific fields? Well, you can enable custom fields to custom fields all visible in the portal by default, but you can enable them with these steps in the Profile Fields tab. Scroll to the Custom Fields section. Select Custom Field and choose which fields to display. Select Add Field to Member profile. Choose whether members can edit these fields or view only.

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This is perfect for tracking things like member numbers, member status, dietary preferences, emergency contacts, or professional qualifications. Once configured, contacts can update these details directly through the portal. For organisation admins, follow the same process in the Organisation Profile tab to enable editing of company details.

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This feature helps keep your database current by empowering contacts to manage their own information. Not only does this improve data accuracy, but it also saves your team valuable administrative time. Plus, it gives your members more control over their details, making everyone's experience better.