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Introduction
In October 2022, Bolt Profiles were released following an 8-week beta period.
Bolt Profiles are part of the broader Bolt UI update being rolled out across Element451. These new dynamic, customizable profiles provide more context, improve workflow and make editing and interacting with profile data faster than ever.
Continue reading this article and visit the Bolt Profile release page for more information.
Getting Started
Permissions
In order to edit or create a new Profile Templates a user must be a member of a Permission Group that has been granted the "Administer Profile Templates" permission.
Your First Profile Template
To create or edit Custom Profile Templates navigate to Settings > Profile Templates.
Profile Templates List View
The Profile Templates list view shows all profile template names, descriptions and statuses. Profile Templates are displayed in two groups: Custom People Templates and System People Templates. Custom People Templates are those created by your school. System People Templates are built into Element451.
From the list view you can take several actions:
Activate / Deactivate profile templates.
Drag & drop reorder the list (grab the = to begin).
Open, Edit, Delete or Duplicate a profile template.
Create a new custom template.
Duplicate a system template to use as a foundation of a custom template.
Order of Precedence
Determining when a particular profile template should be displayed to a user, is determined by filters configured in the Profile Template settings. Since it is possible for there to be more than one qualifying template, Element451 uses the order of precedence to determine which should be shown in those cases. Working from the top down, the first qualifying template will be displayed.
Custom Templates are evaluated first, then System Templates.
Generally place the narrowest use profile at the top of the list and work down to the broadest. For example:
Agent Profiles
Family Profiles
Graduate Student Profiles
Admitted Undergraduate Student Profiles
International Undergraduate Student Profiles
Domestic Undergraduate Student Profiles
Default Profile
Pro-Tip: Create a custom "Default" template that has no filters and put it at the bottom of your custom profiles list. This will prevent system templates from being displayed.
VIDEO: Profile Template List Overview
Creating or Editing a Custom Profile Template
To create a new template: Click on the + Create Template button.
To edit an existing template: Click on the row menu and select Edit.
You can also create a new custom profile template by duplicating a custom or system profile template.
Settings
In the Settings tab you can:
Activate/Deactivate the template.
Add/Edit description.
Set the show conditions.
VIDEO: Profile Template Settings
Header
All profiles contain a header. In the Header tab you'll configure options for the top section of a profile. In the header you can:
Show/Hide Labels section.
Show/Hide Profile Type (with dropdown editing).
Show/Hide Settings Menu (Password Reset, (De)Activate User, Delete User).
Show Hide Deduplication Menu.
Select a Background Image.
Configure Metadata to display.
Add/Remove call-to-action buttons.
VIDEO: Profile Template Headers
Sidebar
The sidebar is an optional area of the profile that you can pin either to the left or right of the main display area. in the Sidebar tab you can:
Select sidebar location (or hide the sidebar).
Toggle show/hide record assignee.
Toggle show/hide Territory
Toggle show/hide More Data button.
Create sidebar sections to group fields together.
Configure fields to display.
VIDEO: Profile Template Sidebar
Main Display Area
The main display area of the profile is the blank canvas you can use to customize what information you display to your users. Data is displayed by mixing and matching data cards. There are currently more than 30 data cards available (see Parts of the User Profile). Most cards come in single, double or triple column widths. Depending on the card, a wider version of the card may display more information or provide additional functionality.
In the Main tab you can:
Toggle profile search bar.
Enable Card groups.
Card groups allow you to gather cards into bundles which are selectable via a dropdown. This can be handy when displaying a large number of cards to organize them better. You might have a different groups for application, interaction and bio/demo data.
Note: A card can only be added to a group once. If you enable groups you can add a single card to more than one group. When in "All Cards" view you'll only see the first instance of a given card.
VIDEO: Profile Template Main Display Area
Custom Profile Cards
Element451 admins can build custom profile cards. These cards allow you put relevant information together for your staff. Custom cards can contain any of your person-scoped custom fields and/or any person-scoped system fields.
For more on Custom Profile Cards view this video:
Tips and Tricks
As a rule of thumb your "show when" filter should include Profile Type filters (Student, Family, Influencer, Agent) for one or more Profile Type.
Use Visibility Groups to leverage the full suite of segment filters.
If you create your own Default Profile, with no filters and place it at the bottom of your Custom Profile list, users will never see the Element451 system delivered templates.
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