Creating a User Profile
Last updated on March 31, 2023.
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:
- Select Permissions on the main menu.
- Choose Profiles.
- Click on the ADD PROFILE button.
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Fill out all the forms in the corresponding tabs and click SAVE. The tabs are:
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
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:
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.
