AcuWeb™ Reference Library

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Setting up a New Profile

When setting up a new profile, there are two different ways it can be set up.

  1. User Log In Required (ideal for display of sensitive information)
  2. No Log In Information Required

Note: When setting up a profile, please contact Acuity to set up your site for this feature.

User Log In Required

If you are setting up a website that requires the users to sign in using their email and a password, you will need to also create a public contact edit form to allow the users to update their contact information and password.

  1. Go to Forms and click on Add New Form.
  2. Type in a title and any additional instructions for the user in the instruction box.
  3. Status should be set to "active".
  4. For public form, choose "Yes".
  5. When choosing form fields, keep it simple. It is suggested to choose the following:
    First Name
    Last Name
    Email (required)
    Password (required)
  6. For contact groups, do NOT assign a group to this form.
  7. Make sure that File Upload is set to "no".
  8. Email Notifications is optional. If you want to be notified when someone updates their profile, you can choose a notification for the "Admin" one.
  9. For Form submission settings, page redirect isn't necessary since the user will automatically be redirected to the page they were previously on.
  10. For Action Button Label, it is suggested to use something like "Update Information" or similar language.
  11. When done, click the Save Changes button.

No Log In Information Required

For all profiles, you will need to have a contact group to assign the profile to.

Create a Contact Group

  1. Create a contact group for the profile by going to Contacts > Contact Groups.
  2. Click on the "Add New Group" button (or edit an existing group).
  3. In the pop-up window, type in the name for the group.
  4. Check the "Ok To Display Public" box. This allows the group to display the contacts on the public website if setting up a list view.
  5. When done, click the "Save Changes" button.

Create a Profile

Once you have created a new contact group, the next step is to create the profile.

  1. To create a profile, go to Profiles and click on the "Add New Profile" button.
  2. Type in a Profile Name.
  3. Choose Enforce Expirations if you want to control each user's profile to start or expire on a particular day.
  4. Check the box next to the contact group(s) that you want to be associated with this profile. Later when you edit the individual contacts, they will need to be assigned to this group(s) in order to be assigned to this profile.
  5. For User Sign In Required...
    1. Choose "Yes" next to the "Display Sign-In Link" option.
    2. Also, if you will require users to log in, specify whether or not users will be allowed to upload a photo to their account or add social URLs by choosing yes or no.
    3. Go to the "Redirect & User Account Control" and specify a URL of a page that the user will come to once they log in.
    4. Choose the form you created from the Public Edit Form drop-down list.
  6. For all public display settings, choose the items to be displayed on the public list view by selecting "yes". If you only want users to be able to see certain info after they sign in, choose "Only If Signed In" next to each option.
  7. Choose the PDF and Details template and how you want to view the details of each profile on the public list view.
  8. In the Public List Columns, Public Search Form and Keyword Searchable section, choose "Yes" or "No" to display the advanced search form.
  9. Check each "Public List" box next to the field you want displayed on the public list view.
  10. If you want any of the fields searchable on the public list view, choose those by checking the box next to the "Public Search Form".
  11. If you want specific fields searchable by keyword only, but do not want all the search fields displayed on the public list view, check the box "Keyword Searchable" next to each field to be searched.
  12. When done, click the Save Changes button.

Assign Contact to Profile

Once the contact group(s), profile, and public edit form have been created, the next step is to assign the contact to the profile. Doing this will allow the contact to be displayed on the public website on the list view.

  1. Go to Contacts and click on the Edit button next to the contact you want to assign the profile to.
  2. In the pop-up window, go to "Contact Groups" and open that section. Choose the group(s) that profile has been assigned to. They will be indicated with an asterisk (*).
  3. Go to "Options". Check the box next to "Permission for Public Info Display" to allow the user's contact info to display on the public website. If the user does not wish for their account info such as phone, email, etc. to display, uncheck the box.
  4. When done, click the Save Changes button.

That's it! Be sure to contact Acuity so that we can set the site to use Profile.