Profile settings

Learn more about ‘Profile settings‘ in ‘Adminstration‘

Roles, skills and interests

Job roles

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Roles, Skills and interest‘ tab
5. Here you will be redirected to the ‘Job Roles‘ page in the ‘Roles, Skills and interest‘ tab.
6. Select ‘Add Job Role‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. Select ‘Export‘ in order to ‘Export‘ the job roles
8. Use the ‘Search bar‘ to search for the different job roles
9. Select ‘Filter‘ in order to ‘Filter‘ between ‘All‘, ‘Unassigned‘ & ‘Assigned roles‘
10. To ‘Merge‘ the job roles select the ‘checkbox‘ next to multiple then the ‘Merge‘ button
11. To ‘Delete‘ either select the ‘Delete‘ button to delete all job roles or select the ‘Checkbox‘ next to the job roles of your choice then select the ‘Delete‘ button
12. Alternatively select the ‘Three dots‘ to the right of the Job title then ‘Delete‘
13. To ‘Edit‘ select the ‘Three dots‘ to the right of the Job title
14. To reorder the ‘Job Roles‘ drag the ‘Two lines‘ to the left of the Job title
15. Select ‘Save‘

Profile Settings – Roles, Skills & Interests – Job roles

Professional skills

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Roles, Skills and interest‘ tab
5. Then select the ‘Professional Skills‘ tab
6. Select ‘Add Professional Skill‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Professional Skills‘ drag the ‘Two lines‘ to the left of the skill
8. To ‘Edit‘ or ‘Delete‘ the ‘Professional Skill‘ select the ‘Three dots‘ to the right of the skill
9. Select ‘Save‘

Profile Settings – Roles, Skills & Interests – Professional skills

Soft skills

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Roles, Skills and interest‘ tab
5. Then select the ‘Soft Skills‘ tab
6. Select ‘Add Soft Skill‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Soft Skills‘ drag the ‘Two lines‘ to the left of the skill
8. To ‘Edit‘ or ‘Delete‘ the ‘Professional Skill‘ select the ‘Three dots‘ to the right of the skill
9. Select ‘Save‘

Profile Settings – Roles, Skills & Interests – Soft Skills

Personal interests

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Roles, Skills and interest‘ tab
5. Then select the ‘Personal Interests‘ tab
6. Select ‘Add Personal Interest‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Personal Interest‘ drag the ‘Two lines‘ to the left of the personal interest
8. To ‘Edit‘ or ‘Delete‘ the ‘Personal Interest‘ select the ‘Three dots‘ to the right of the personal interest
9. Select ‘Save‘

Profile Settings – Roles, Skills & Interests – Personal Interests

Titles, grades and badges

Titles

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Titles, Grades & Badges‘ tab
5. Then select the ‘Titles‘ tab
6. Select ‘Add Title‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Title‘ drag the ‘Two lines‘ to the left of the title
8. To ‘Edit‘ or ‘Delete‘ the ‘Title‘ select the ‘Three dots‘ to the right of the title
9. Select ‘Save‘

Profile Settings – Titles, Grades & Badges – Titles

 Grades

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Titles, Grades & Badges‘ tab
5. Then select the ‘Grades‘ tab
6. Select ‘Add Grade‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Grade‘ drag the ‘Two lines‘ to the left of the grade
8. To ‘Edit‘ or ‘Delete‘ the ‘Grade‘ select the ‘Three dots‘ to the right of the grade
9. Select ‘Save‘

Profile Settings – Titles, Grades & Badges – Grades

Badges

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Titles, Grades & Badges‘ tab
5. Then select the ‘Badges‘ tab
6. Select ‘Add Badge‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Badge‘ drag the ‘Two lines‘ to the left of the badge
8. To ‘Edit‘ or ‘Delete‘ the ‘Badge‘ select the ‘Three dots‘ to the right of the badge
9. Select ‘Save‘

Profile Settings – Titles, Grades & Badges – Badges

Employment types

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Employment Types‘ tab
5. You will be redirected to the ‘Employment Types‘ page
6. Select ‘Add Employment Type‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Employment Type‘ drag the ‘Two lines‘ to the left of the employment type
8. To ‘Edit‘ or ‘Delete‘ the ‘Employment Type‘ select the ‘Three dots‘ to the right of the employment type
9. Select ‘Save‘

Profile Settings – Employment Types

User categories

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘User Categories‘ tab
5. You will be redirected to the ‘User Categories‘ page
6. Select ‘Add User Categories‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘User Category‘ drag the ‘Two lines‘ to the left of the user category
8. To ‘Edit‘ or ‘Delete‘ the ‘User Category‘ select the ‘Three dots‘ to the right of the user category
9. Select ‘Save‘

Profile Settings – User Category

Gender pronouns

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Gender Pronouns‘ tab
5. You will be redirected to the ‘Gender Pronouns‘ page
6. Select ‘Add Gender Pronouns‘ 
   1. Input ‘Title‘ & ‘Description’
   2. Select the ‘Publishing Options‘ either ‘Published‘ or ‘Archive‘
7. To reorder the ‘Gender Pronouns‘ drag the ‘Two lines‘ to the left of the gender pronouns
8. To ‘Edit‘ or ‘Delete‘ the ‘Gender Pronouns‘ select the ‘Three dots‘ to the right of the gender pronouns
9. Select ‘Save‘

Profile Settings – Gender Pronouns

User profile config

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘User Profile Config‘ tab
5. You will be redirected to the ‘Empty User Profile Field Config‘ page
6. Select the ‘Checkboxes‘ of the different fields that you would like to display for a users profile
7. If it is all, select the ‘Checkbox‘ for ‘Display Field‘
8. Input ‘Empty field text‘ for the different ‘Fields‘
9. Select ‘Save‘

Profile Settings – User Profile Config

Editable fields

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration Screen’
3. Select the ‘Profile settings‘ dropdown
4. Select the ‘Editable Fields‘ tab
5. You will be redirected to the ‘Editable Fields‘ page
6. Select the ‘Checkboxes‘ of the different fields that you would like to either ‘Hide‘ or ‘Disable‘
7. If it is all, select the ‘Checkbox‘ next to ‘Hide‘ & ‘Disable‘ at the top of the table
8. Select ‘Save‘

Profile Settings – Editable Fields