Profile Pages

What You'll Learn

In this guide, you'll discover how Profile Pages can enhance your app's user experience by providing personalized spaces for account management and administrative tasks. You'll learn how to create and customize these pages, set appropriate permissions, and implement password management features that give users control over their account security.

What are Profile Pages?

A Profile Page serves as a hub for managing administrative tasks related to the user. It offers convenient features such as displaying membership details of a logged-in user or allowing them to update their account information through a user-friendly form.

Common scenarios where Profile Pages prove beneficial include:

• Account Settings: A dedicated page where users can update their profile information or change their password
• Admin Control Panel: A page for system administrators to manage users, view system logs, and perform other administrative tasks
• Reporting & Analytics: Pages used to run and display various reports, aggregated data, or key metrics
• Data Management: Tools for admins or power users to delete records or perform maintenance tasks

Note: Profile Pages are only available after users are activated in your app.

Profile Pages are not included in page menus. Instead, they have their own separate user menu in the top-right corner of the Live App:

Profile Pages can be of the same page types as standard pages, except for protected pages.

Accessing Profile Pages

To access your Profile Pages in the Builder, click on "Pages" in the left menu. Within the page tree, you will find all of your Profile Pages listed under the "Profile Pages" section.

By clicking on any Profile Page in the tree, you can view and adjust its settings.

Here is an example of Profile Pages in the Customer Payment Portal app:

Managing Profile Pages

Adding a Profile Page

To add a Profile Page, click on the "+" icon located in the Profile Pages section of the page tree:

Editing a Profile Page

To edit a Profile Page, select the drop-down arrow next to the page name:

Copying a Profile Page

To copy a Profile Page:

1. Locate the Profile Page you wish to copy
2. Click the drop-down arrow icon
3. Select the "Copy" option
4. Provide a name for the duplicated Profile Page in the window that appears

Note: All elements and child pages will also be copied.

Deleting a Profile Page

To delete a Profile Page:

1. Click on the drop-down arrow icon
2. Choose the "Delete" option
3. Confirm the deletion in the prompt that appears

Building a Profile Page

You can create as many start Profile Pages as needed by clicking the "+" icon in the Profile Pages section of the page tree.

A new window will guide you through adding your Profile Page, including selecting which user roles will have access:

Every Profile Page you create is automatically included in the user menu - the navigation menu that users access from the top-right corner of the Live App.

Note: There is currently no option for hiding Profile Pages from the user menu.

Password Management

If you include a password field on an edit/update form, you can customize the password input field and access special password actions:

To access these settings, select the pen icon shown in the image above.

• Require the logged-in user's current password: When enabled, requires users to enter their current password to submit the form
• Update the password: When enabled, allows users to update their password

When you enable these actions, you can customize the label for each one. If you enable both actions, users will need to provide both their current password and create a new password.

Profile Page Settings

You can customize various options for a Profile Page in the "Settings" section.

To access page settings, select "Settings" from the drop-down arrow icon next to the page's name in the page tree or at the top menu.

Note: Page URLs must be in all lowercase and can only consist of alphanumeric characters.

Permissions

You can make a Profile Page accessible to all users or only specific user roles:

• Give permission to all users: All users will have access to the Profile Page from the user menu
• Limit permissions to specific roles: Select which user roles should have access to the page from the user menu

Page Rules

Page rules allow you to automate actions based on specific conditions when a user enters a page.

For example, you might create a page rule to display a message to users when their membership is nearing renewal, reminding them of their upcoming renewal date.