When a user enters their username and password to log in to the Member Portal, the system determines which profile in your database they represent. Depending on your settings and their permissions, they may be able to "Switch" profiles in order to access the information for a profile to which they are related.
Several conditions are required for this to work:
- In the Profile Portal Settings, choose a portal access setting other than only member profiles.
- In the Profile Update Form settings (Related Profiles), you must "allow editing of related profiles."
- In the Profile Update Form settings (Related Profiles), you must "allow main contacts to proxy as the profile for which it is the main contact."
Main Contact: In the list above, if condition 3 is true then the profile that is set up as the main contact of another profile can switch to that profile.
Editors: In the list above, if conditions 1 and 2 are true then any profiles that are set up as editors for another profile switch to that profile.
In the example below, for an organization set to allow all Members and Primary Relations to log in to the portal, and allow Main Contacts to proxy as their organization, two of the related profiles will be able to "switch" to and edit the related member organization:
- Allison Thayer can switch to and edit Sugar Bash Cookie Company because she is the Main Contact.
- Charles Davidson can switch to and edit Sugar Bash Cookie Company because he is set as an "Editor."
- Kylie Minor and William Santos can log in to the member portal and edit their own personal information, but cannot edit Sugar Bash Cookie Company or see those profiles related to it.
- Greg Hunt cannot access the member portal, because he is a "Former Employee" of this member.
Member Portal View
When the user logs in to the portal, the system will determine which profile they view by default based on whether the profile is a member or not.
- If a profile logs in and that profile is flagged as a member profile, they will land on their own profile with the option to switch to any others they have access to.
In the Member Portal Settings, the setting: Set member profile as default landing page must be enabled for the behavior (bullet) below.
- If a profile logs in and that profile is not a member, but is related to a member as either the Main Contact or an Editor, they will land on the member profile with the option to switch to their own profile or any others to which they have access.
If a non-member profile logs in and Set member profile as default landing page is NOT enabled, they will land on their own (non-member) profile, and can switch to the related member.
In the example below, Allison logged in as herself, and landed on Sugar Bash Cookie Company's profile because Sugar Bash Cookie Company is the member profile. She can click Switch Profile to switch to her personal profile, or continue editing as Sugar Bash Baking Company.