How Users Access & Update Their Profile | Edbound

How do users access and update their profile?

Users can access their profile to view and update the information available to them. The information shown on the profile can include details provided during signup, regular checkout, or Enhanced Checkout.

How can a user access their profile?


  1. Log in to your site.
  2. Click the profile/ avatar icon on the top-right corner.
  3. Your Profile page will open.
  4. Update the available information as needed and click Update Profile.

What information can a user view or update?

The information available on the profile depends on the fields configured by the site admin.

Information
What the user can do
Name
View and update their name
Email
View their email address and update it using the available edit option
Phone
View and update their phone number
Password
Change their account password
Built-in profile fields
View and update information such as Headline, Short Profile, Education, Role, Company, City, State, Country and social profile URLs
Custom Fields
View and update Custom Fields that are configured to appear on the user profile

How does information get added to the user profile?

User information can be collected when a user:

  • Signs up using the signup form
  • Completes a regular checkout
  • Completes an Enhanced Checkout for a course or bundle

For a Custom Field to appear on the user's profile, the Display on user profile page option must be enabled for that field under Custom Fields. This allows information collected through signup or checkout to also be available for the user to view or update from their profile.

Can users update Custom Fields from their profile?

Yes. Users can view and update a Custom Field from their profile when Display on user profile page is enabled for that field.

If a Custom Field is configured as Admin only, it will not be visible or editable by the user.

Info
Note: Displaying a field on the user profile does not make it mandatory. To require users to provide information during signup or checkout, the Required field option must also be enabled for the relevant field and flow.

For more information, see How to use Custom Fields to collect and manage user information?

Can admins update a user's profile information?

Yes. Admins can update information for individual users from the admin area.

From Users > All Users


  1. Go to Users > All Users
  2. Find the user whose information you want to update
  3. Click View next to the user's name
  4. Click Settings
  5. Update the required information
  6. Save changes

Using the search option

You can also quickly find a user from the dashboard:


  1. Click Search
  2. Search for the user's name or email
  3. Select the user from the search results
  4. Click Settings
  5. Update the required information
  6. Save changes

Admins can use these options to update information collected through signup, regular checkout, Enhanced Checkout, or Custom Fields.