Where the profile form is edited
Go to Members & Users in the admin menu and choose Profile Form. The screen is titled Profile Form Editor. It needs the Members Management permission — see Admin Permissions. The form is a list of sections, each holding fields. Add Section adds one, and Add Field inside a section adds a field. A section’s own settings are under Section Details; a field’s are in the Field Editor, which opens when you edit a field.The fields GroupFlow keeps for every member
When you add a field you can mark it as a Special Field, which tells GroupFlow what that field means. A field with no special field set is an ordinary question of your own.
Two rules come with them:
- A profile form must have a Display Name field. So must an application form.
- The special field is chosen when the question is created and can’t be changed afterward.
- A field’s type is fixed once the field has been created — restricted or prohibited depending on the type, because answers to it may already have been recorded. A text field can still be switched between single-line and multi-line; anything else is read-only from then on.
Display Name and Primary Photo are always enabled and always visible to members, and can’t be deleted. GroupFlow needs them to show the member wherever members appear. Their tick boxes in the Field Editor are greyed out, and the editor says so: “This field is always enabled and visible to members.” Display Name is also always required.
The three places that decide who sees a field
On a section
Section Details has two tick boxes:- Is this section enabled? — off, and the section and everything in it is gone from the form, for members and organizers alike.
- Visible to member? — off, and the section is yours alone. Members never see it on their profile; organizers still fill it in and read it in Members & Users.
On a field
The Field Editor has three:- Required field? — the member can’t save the form without answering.
- Field enabled? — off, and the field is gone from the form entirely.
- Visible to member? — off, and the field is organizers-only, the same as a hidden section.
On an answer
Each answer to one of your group’s own questions carries a Visible to other members? tick box. An open eye means other members see that answer; a crossed-out eye means they don’t. The member sets it for their own answers, from the edit link or the eye icon beside the field on their Edit Profile page — see Updating Your Profile. Anyone with the Members Management permission can set it too, in the same window, from the Profile tab of the member’s record. The special fields in the table above don’t have this setting at all.Putting it together
What a member in the directory shows
The member directory lists members whose membership is currently active, and opens each one’s profile. What that profile shows is the result of the table above: the fields GroupFlow keeps for every member, plus the answers the member has left visible. A member whose status is not Active Member is not in the directory. See Membership Lifecycle.Before someone is a member
An account that has not become a member yet sees only the Basics section of their profile — the name, photo and the other fields GroupFlow keeps for everyone. Your group’s own sections appear once they are a member. That is also why the Admin Permissions section is absent from a non-member’s record: permissions are given to members. See Admin Permissions.Members & Profiles
The day-to-day screens: the directory, Members & Users, and importing
Updating Your Profile
The same settings from the member’s side