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Homepage / Doc / How to Create Custom User Profiles

How to Create Custom User Profiles

This Checkbox user guide walks you through the process of creating a custom profile property field and adding that new profile property to a user, both manually and through the user import tool.


What is a Profile Property?

A profile property is a defining user attribute, such as a user’s name, address, phone number, etc., that can be used as the source for:

  • merging text
  • setting conditions
  • triggering events
  • filtering reports
  • defining columns for user imports
  • organizing users/groups

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How to Create a Custom Profile Property

1. Profile properties are created and modified by a System Administrator under your system settings. To add or manage Profile Properties select the System Settings option under your username in the top right corner of the application.

 

 

2. Select User Settings.

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3. Select Profile Properties.

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4. A list of existing profile properties will appear on the right side of your application window. “FirstName” and “LastName” are default profile properties that cannot be removed from the application. There is also no need to add a custom profile property for “Email Address”, as this information is entered under the Login Information section of a user’s profile.

To create a new profile property, enter the property name into the field provided. Then click the “+” icon to save the profile property. You may create as many profiles properties as you need.

NOTE: Profile property names cannot include spaces.

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How to Manually Add a Profile Property to a User Profile

After adding the new profile property option to your system settings, you will be able to see it under the Profile Properties section in the user manager.

1. Click Users on the main navigation menu to enter the user manager.  Select a user and click the Edit button under Profile Properties.

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2. After entering information into the custom profile property field, select the Save button to save and exit the profile property editor.

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3. The new profile property information should now display in the Profile Properties section of the user’s profile.

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How to Add Profile Properties When Importing Users

When importing a list of user data, profile properties and login information (username, password, email address) are used to sort the imported information.

1. Click the Users link at the top of your application. Hover over the +User button until the Import from File option drops down (choose this option whether you are importing a file or copying and pasting).

 

2. Choose the columns you want to import or copy/paste from your .csv file. Choose the Profile Properties from the left column and add them to the right column of the layout wizard.

*Make sure that you add the Profile Properties in the same order that they appear in your .csv file or spreadsheet. For instance, if your .csv file’s columns are Username, First Name, Last Name from left to right, the right-hand column of the layout wizard should display those same three labels in top to bottom order. If you move them over in the incorrect order, you can use the up and down arrows on the right to rearrange them. Click Next.

 

3. Choose to upload a file or copy/paste. Click the radio button for either file upload or copy/paste. If you are uploading a file, click the ‘Select File to Upload’ button and browse for the file to upload. If you are copying and pasting from excel, paste your columns into the box provided.

 

4. Verify the import. On the next screen, verify that your data looks correct. Make sure to check the Invalid Entries tab for any rows that can’t be validated. If you would like to change anything, click the ‘Back’ button to re-paste or re-import. Click Next.

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5. Assign role(s) to your users. Choose which role(s) you would like to assign to your users. View our Roles Guide for more information on user roles and permissions. Click Next.

Note: All users in a single import must be assigned the same role(s). If you would like to assign your imported user’s different roles, you must import them in separate batches.

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6. Choose the User Group(s) you’d like to add your users to. On the next screen, choose which groups (this is optional) you would like to add your users to. If you do not see any available groups, you have either not set them up or do not have access to them. To add a new Group, click Users -> User Groups -> +Group.

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7. Review and Finish. On the next two screens, review and finish your import. If you would like to make any changes, click the ‘Back’ button before clicking ‘Finish.’ Make sure you receive the confirmation message that your users have imported successfully before closing the import wizard window.

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This section is currently under construction. Any documents that appear blank will be populated as soon as possible. If you have any questions or need assistance with something that is not currently documented please feel free to submit a support ticket and we will be glad to assist you.
October 12, 2017

Version 6 Help Guides

  • Getting Started
    • Quick Start: Full Guide
    • Quick Start: Create a Simple Survey
    • Quick Start: Apply a Style to your Survey
    • Quick Start: Basic Conditions
    • Quick Start: Distribute Your Survey
    • Quick Start: View Responses & Reports
    • Checkbox Browser and Hardware Requirements
    • Checkbox Online Survey Glossary
    • Checkbox 30-min Demo
  • Survey Creation & Settings
    • Guide to Checkbox Question Types
    • How to Set Response Limits
    • How to Validate Response Text
    • How to Create & Use Question Libraries
    • How to Create & Edit a Slider Question
    • How to Create and Edit a Rank Order Question
    • Using Question and Answer Aliases
  • Survey Style & Branding
    • How to Brand Your Survey with Style Templates
    • How to Create Custom Mobile Templates (Server Only)
  • Logic, Merging, Action Items
    • How to Add Conditions & Branching/Skip Logic
    • How to Merge/Pipe Text into Surveys & Invitations
    • How to Trigger an Automatic Email
  • Security & Permissions
    • How to Set Permissions on Your Surveys & Folders
    • Report Permissions Guide
    • Overview of Checkbox Permissions
    • How to Use Resume + Save and Exit
  • Advanced Survey Features
    • How to Create Hidden Items (Query String Variables)
    • How to Embed a Video in Your Survey
    • How to Create a Scored Survey
    • How to Create Multi-language Surveys
  • Creating & Managing Users
    • Managing User Roles
    • User Roles Cheat Sheet
    • How to allow Admin Users to See/Manage Other Users
    • How to Import Users into Checkbox
    • How to Create Custom User Profiles
    • How to Update User Profiles with Survey Responses
  • Survey Sending & Sharing
    • How to Share your Survey via Email
    • How to Add Recipients to an Existing Invitation
    • How to Schedule Invitation Reminders
    • Your Email Footer and CAN-SPAM
    • How to Embed a Survey in your Website
  • Responses, Reporting & Exporting
    • How to Export Your Survey Responses
    • How to Create a Quick Summary Report
    • How to Use the Report Wizard
    • How to Create a Custom Report
    • Guide to Checkbox Chart & Graph Types
    • How to Filter your Reports
    • How to Create a Cross-Tab Report
    • How to Display “Other” Responses in Reports
    • How to Create Multi-Question Charts
    • How to Group Open-Ended Questions in a Report
    • How to Give a User Access to Edit/Delete Responses
    • Help with Special or Multi-Language Characters in Excel
  • FAQs and Other Guides
    • Checkbox Survey & GDPR Compliance
    • Checkbox Survey Security
    • Survey Accessibility & 508 Compliance
    • Guide to Editing Live Online Surveys
    • 12 Tips for Creating your First Online Survey
    • 8 Tips for Maximizing Online Survey Responses
    • Sending Automatic Thank You Emails

 

Checkbox develops affordable, feature-rich survey software for organizations, teams, and individuals. Available as a cloud-hosted subscription or installable software. API, source code and integration options available.

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