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Developers · Users and Permissions

Creating a User Profile

Last updated 2 November 2026

This guide describes creating User Profiles for your Insites web application. For the tutorial examples in this section, it is assumed that you want to build a marketplace that connects Developers (who build marketplaces) with Clients (who want to hire them). To display a different UI based on their role in the marketplace, you will create two profiles: developer and client.

Important

The easiest way to create and manage User Profiles on Insites is via the Instance Admin. A summary of the steps needed to create a User Profile is as follows:

  1. Select Permissions on the main menu.
  2. Choose Profiles.
  3. Click on the Create Profile button.
  4. Fill out all the forms in the corresponding tabs and click Create Profile. The tabs are:
    • Details
    • Fields

Please visit our documentation on User Profiles for a complete guide on managing User Profiles on Insites.

Prerequisites

To follow the steps in this tutorial, you must understand the required directory structure for your codebase, and the concept of users.

Steps

Creating a User Profile is a two-step process:

  • Step 1: Create a YAML File
  • Step 2: Edit User Profile

Step 1: Create a YAML File

Create two yml files for the two User Profiles (developer and client) in the directory. Name the files and .

Step 2: Edit User Profile

app/user_profile_types/developer.yml

name: developer
properties:
  - name: enabled
    type: boolean
  - name: bio
    type: string
  - name: years_of_experience
    type: integer
  - name: hourly_rate
    type: float

Explanation:

  • : the most important setting. Its snake case version is used in many places like Form and GraphQL.
  • : the heart of User Profiles that allow you to specify Properties for the User Profile. They are used to build customized forms that gather user input during registration for later display. They take an array of elements that consist of name and type. To learn more, check our full Properties documentation.

Similarly, add content to the User Profile:

name: client
properties:
  - name: enabled
    type: boolean

Save your User Profiles.

Next Steps

Congratulations! You have created User Profiles. Now you can create a sign-up form: Creating a Sign-Up Form.