New Member Portal: Switching Profiles

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: 

  1. In the Portal Settings, you must have your system configured to allow profiles other than only member profiles to access the portal. Click here for more details on setting overall permission for access to your portal. In addition, in the Profile Update Form settings, you need to configure the related profiles section to allow for related profile editing, and allow all Main Contacts to proxy as their related profile. Click here for more details on setting Profile Update Form permissions. 
  2. If the two settings above are configured to allow related profiles both access to the portal, and access to edit related profiles, you can set any profile relationship up as an "Editor" to allow them to switch to their related profile. 
    1. Main Contacts: if you've selected "Allow Main Contact to Proxy as the profile..." in the Profile Update Form settings noted above, anyone set as a Main Contact of another profile will be allowed to switch to that profile in the portal. 
    2. Editors: check the "Editor" checkbox on the Related Profiles grid of any profile to allow that related profile to switch and act on behalf of 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. 
  • If a profile logs in and that profile is not themselves an actual member, but is related to a member as a Main Contact or Editor, they will land on the member profile with the option to switch to their own profile or any others they have access to. 

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. 

Member Portal switching.gif

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