Creating and Editing Profiles

Creating a New Profile

There are several ways to create a new profile:

• From the People section — Click the Add Profile button on the People dashboard page.
• From any list view — When viewing profiles in a list, use the create button at the top.
• From a form submission — Profiles can be automatically created when someone submits a form (see the Forms documentation).
• Via CSV import — Import multiple profiles at once from a spreadsheet (see the Importing Profiles article).

Required Fields

When creating a profile, the minimum required information is typically a first name or last name. However, depending on your organisation's configuration, additional fields may be required. The form will indicate which fields are mandatory.

Core Profile Fields

Standard profile fields include:

• Name — First name, last name, preferred name
• Email — One or more email addresses
• Phone — Phone numbers with type labels (mobile, home, work, etc.)
• Address — Physical addresses
• Date of Birth — Used for age calculations and anniversary filtering
• Gender — Optional gender field

Editing a Profile

To edit a profile:

1. Navigate to the profile (via search, list view, or direct link)
2. Click the Edit button or click directly on the field you want to change
3. Modify the fields as needed
4. Save your changes

Most fields can be edited inline — simply click the value to start editing. Changes are saved when you confirm or navigate away.

Custom Fields

Your organisation can extend profiles with custom fieldsets (called 'details'). These allow you to store additional structured data beyond the standard fields. Custom fieldsets can include text fields, numbers, dates, dropdowns, references to other content, and more.

To manage custom profile fieldsets, go to People → Custom Profile Fields. From there you can create new fieldsets or edit existing ones.

Batch Editing

When you need to update multiple profiles at once, use the batch editing feature from the list view. Select the profiles you want to update, then use the bulk actions menu to apply changes across all selected records.

Deactivating and Deleting Profiles

Profiles support soft deletion — when you delete a profile, it's marked as inactive rather than permanently removed. This preserves historical data and relationships. You can restore a deleted profile if needed.

To deactivate a profile without deleting it, change its status to inactive in the profile editor.

FAQs