1. Home
  2. AccessAlly
  3. Searchable Member Directory & Custom User Profiles
  4. How to Allow Users to Update Their Personal Information (with My Account Pages)

How to Allow Users to Update Their Personal Information (with My Account Pages)

It is possible to allow users to update their personal information for a “My Account” scenario. Any information updated in this way WILL be reflected in the CRM.

You’ll use this functionality to have members update passwords on their own account while they are logged in. They can also update other basic details like their name, email, phone number, and company.

This functionality is NOT related to the User Directory feature, this is private account information for each member.

If you’re trying to create profile pages for a User Directory, you can find the setup information here.

The tutorials on this page will show you how to allow membership site users users to update their own profile information so that their contact information in the CRM is always up to date and accurate.

Please note that a basic understanding of coding IS REQUIRED for this feature. If you have any questions, don’t hesitate to reach out to your developer or our support team.

The design of your Profile page is dependent on your WordPress theme and CSS code. AccessAlly ONLY provides the user-specific functionality.

How To Update Profile and Address Information

Use the AccessAlly shortcode adder to insert the Update Account Details option:

Updating Passwords

You can check off the “Allow update password” checkbox to let people change their passwords.

If you’re not storing passwords in your CRM, this functionality is especially important because you’ll want to give members a chance to update their password to something more memorable or more complex to improve security.

Updating Basic User Information

Once you’ve inserted the shortcode onto a page, the account information will look similar to this:

If you are looking for a breakdown of specific elements, click on the toggle below to see the corresponding shortcodes.

AccessAlly User Profile Shortcodes

The most basic use of the profile shortcodes is to show the user’s basic information (read-only mode):

  • Full Name: [accessally_inline_profile attr="name"]
  • First Name: [accessally_inline_profile attr="first_name"]
  • Last Name: [accessally_inline_profile attr="last_name"]
  • Login: [accessally_inline_profile attr="user_login"]
  • Email: [accessally_inline_profile attr="user_email"]
  • Website: [accessally_inline_profile attr="user_url"]
  • Bio: [accessally_inline_profile attr="description"]

IMPORTANT:
By default, the individual profile shortcodes are in Read Only mode, so they will only display the current information. If you’d like the users to be able to edit the content, the shortcodes can be set to Edit mode. Turn on Edit mode by setting the “readonly” parameter to “no”. This will reveal an edit icon, allowing the user to update the attribute.

BEFORE:

[accessally_inline_profile]

AFTER:

[accessally_inline_profile attr="name" readonly="no"]

Profile Image (Coding Required)

The shortcode for showing the profile image is:

[accessally_profile_image]

By default, the profile image is the image on Gravatar.

Similar to [accessally_inline_profile], you can set the “readonly” attribute to “no” which will allow the user to update the profile image.

You can use the “label_text” and “button_text” to customize the text on the update button.

An example code snippet is as follows:

Profile image [accessally_profile_image readonly="no" label_text="Upload a new file" button_text="Browse"]

Additional customizations for profile display (Coding Required)

Editing Button Text

You can control the text on the edit button through the “button” parameter. This is only an option when you have the editable inline profile enabled.

[accessally_inline_profile attr="name" readonly="no" button="Update"]

For profile attributes with a lot of text (such as “Bio”), the “multi” parameter can be set to “yes”. This can only be used with editable inline profiles.

[accessally_inline_profile attr="name" readonly="no" multi="yes"]

When the edit button is clicked, a text area (instead of a one-line text box) is shown for the user to enter the necessary information.

The “ORDER” parameter controls whether the edit button appears before or after the attribute display. By default, it is set to “normal”, where the button appears after the attribute value. When set to set to “reverse”, the button appears before the attribute value. This is useful when you have multi-line editable profile attributes.

[accessally_inline_profile attr="description" readonly="no" multi="yes" order="reverse"]

 

Additional Information (Coding required)

The [accessally_inline_profile] shortcode can be used to show/update any user-specific text in addition to the basic examples included above.

For example, you can show/update a user’s favorite movie by using the following shortcode:

Your favorite movie is [accessally_inline_profile attr="favorite_movie" readonly="no"]

All you need to do is to pick an appropriate “attr” name for the quantity (doesn’t conflict with existing values).

There are certain attributes that are reserved for system use, and they cannot be used as an editable inline profile “attr”:

  • ID
  • user_login
  • user_pass
  • user_nicename
  • user_email
  • user_url
  • user_registered
  • display_name

 

Updated on November 27, 2019

Was this article helpful?

Related Articles

NO QUESTION GOES UNANSWERED

If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.

Opt-In-Laptop.png

AccessAlly is the #1 WordPress Course and Membership Solution for Industry Leaders

WATCH THE DEMO

You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.