Profile Fields controls which details a contact can see and edit about themselves in the Login portal — and, separately, which details they can edit about the organisation they belong to. This lets members keep their own records up to date while you stay in control of what is exposed.
The page is in two halves, and they are configured independently:
- View contact fields — "Select the profile details you want contacts to be able to edit in the Portal."
- View organisation fields — "Select the organisation profile details you want contacts to be able to edit in the Portal. These will only be visible to contacts who can access their organisation details."
The organisation half is not visible to everyone. A contact only sees it if they are connected to an organisation through the field you choose under Login Access → Viewing Organisation Details. Anything you expose there is organisation-level data, so treat it more carefully than a contact's own details — one member editing it changes what every other member of that organisation sees.
View contact fields
Four sections, each of which expands.
My profile details
"Select which fields are visible and editable in the login portal." A table with a Profile field column and two controls per row:
| Column | What it does |
| Allow edit | Whether the member can change the field |
| Visible | Whether the field appears in the portal at all |
The fields available here are First name, Last name, Title and Date of birth.
Address details
"Select which address types are editable in the login portal and set minimum and/or maximum number of addresses required/allowed. It is also possible to set whether new/updated addresses are automatically set as the primary address."
One row per address type, with these columns:
| Column | What it does |
| Address type | The address type the row applies to |
| Allow edit | Whether the member can change addresses of this type |
| Minimum | The fewest addresses of this type the member must have |
| Maximum | The most they are allowed |
| Set new/updated as primary | Whether a new or edited address of this type automatically becomes the primary one |
Address types are configured by your account, so the list you see is your own. An account might have Street Address and Postal Address; yours may differ.
Contact details
"Select which contact types are editable in the login portal and set minimum and/or maximum number of contacts required/allowed. It is also possible to set whether new/updated contacts are automatically set as the primary contact, whether marketing preferences are shown (email, mobile) and whether members can manage their marketing preferences."
One row per contact type, with these columns:
| Column | What it does |
| Contact type | The contact type the row applies to |
| Allow edit | Whether the member can change contacts of this type |
| Minimum | The fewest of this type the member must have |
| Maximum | The most they are allowed |
| Set new/updated as primary | Whether a new or edited contact of this type automatically becomes the primary one |
| Show marketing preferences | Whether the member can see the marketing preference on this contact type |
| Manage marketing preferences | Whether the member can change it |
Contact types are configured by your account. An account might have Phone, Mobile, Fax, Email, Web, LinkedIn, WeChat, Twitter, Facebook and Instagram; yours may differ.
Show marketing preferences and Manage marketing preferences are worth setting deliberately. Together they decide whether members can opt themselves in and out of your marketing from the portal, which is usually a support saving — but only where your team is happy for that preference to change without them seeing it happen.
Additional details (custom fields)
"Select which custom fields are shown on members profiles in the login portal. For fields that can be edited by the members in the portal, you can select whether members are allowed to edit them or not."
To expose a custom field:
- Choose a field from the Select custom field dropdown.
- Select Add field to member profile.
- The field appears in the table below, which has Custom Field, Allow Edit and Remove columns. Tick Allow Edit if members should be able to change it.
- Repeat for each custom field you want to add.
Until you add one, the table reads "Nothing here yet".
Not every custom field type can be edited from the portal. Where a field cannot be, members can still see it but cannot change it. If a custom field you expect is missing from the dropdown, it may have been created very recently and not yet synced — signing out and back in forces a re-sync.
View organisation fields
Three sections: Address details, Contact details and Additional details (custom fields). They work exactly as their counterparts above, with the same columns and the same options — the difference is that they apply to the organisation's record rather than the contact's own.
There is no My profile details section on the organisation half.
The custom fields section here reads "Select which custom fields are shown on organisation profiles in the login portal." and uses the same Select custom field dropdown and Add field to member profile button.
Choose visible and editable fields
- Go to Settings → Features → Login Portal → Profile Fields.
- Expand the section you want under View contact fields — My profile details, Address details, Contact details or Additional details (custom fields) — and set the controls described above.
- Repeat under View organisation fields for anything you want members to be able to change about their organisation.
Permissions
Configuring Profile Fields requires the Membership Portal permission in Settings → Users & access → User groups.
Related guides
- Login portal — Workflows: step-by-step (Document ID: 350)
- Enabling login access & passwordless login (Document ID: 349)
- Login portal — Overview (Document ID: 348)