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Comment: Updated formatting of the new setting to make profile required.

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A profile can contain values for any or all fields defined for your project. The values used in the profile must pass field validation: for example, if a field specifies choices, any profiles with that field may only use those choices as values.

At the top of the page, there is also a setting “Make user profiles a requirement for the following user types”. If a user type is selected, a profile must be provided when creating or editing a user of the selected user type(s). The options for this setting are:

  • Web Users - profile will be required for creating/editing Web users

  • Mobile Workers - profile will be required for creating/editing Mobile Workers

  • Both - profile will be required for creating/editing Web users and Mobile Workers

  • Neither - profile will not be required for creating or editing any user. This is the default option.

Limitation: Currently this setting does not apply to bulk upload of users.

Assigning Users to Profiles

Users can be assigned to profiles when they are created or edited, in the same Additional Information area where user data is edited. Each user may only be assigned to one profile. Users can also be assigned profiles using bulk user upload (see next section). Any fields filled out by by the profile will be disabled.

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The bulk user download contains a user_profile column containing the name of the profile the user is assigned to, if any. This field can be edited and re-uploaded. Blanking out this field will un-assign the user from the profile.

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