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Template. You can change anything about this app by describing it in its build chat. See App templates.
Let clients keep their own details up to date in your client experience instead of sending you an update form. You choose which of your custom fields each client can view and which they can edit. Every change a client saves goes straight into your CRM and shows up in a feed with who changed what and when. Category: Onboarding, Support · Used by: your team and your clients · Works with: CRM

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Features

  • Uses the custom fields you already have on clients and companies in your CRM, such as address, phone number, or tags
  • Per-field access: for each field, choose whether clients can View it, Edit it, or not see it at all
  • A Recent activity feed of every client change, with the old and new value and when it was made
  • Search the feed by client or company, and filter it by Field and Date
  • A profile page for each client showing which fields are shared with them and their Change history
  • Optional company fields, so clients can update details shared by everyone at their company
  • Optional Profile settings and Payment method buttons at the top of the client’s profile
  • An in-product notification to your team each time a client saves a change

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How to use it

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For your team

  1. Open the app and click Manage profile fields.
  2. Under Client fields, turn on View for each field clients should see, and Edit for each field they can change. A field that’s editable is always viewable too.
  3. Optionally, under Client buttons, turn on Profile settings (lets clients update their name and avatar) or Payment method (lets clients add or change the card they pay with).
  4. Click Save.
New fields start hidden, so clients only see what you share. To add a field, create it as a custom field in your CRM first, then come back and share it.
  1. In Manage profile fields, under Company fields, turn on Let clients edit company custom fields.
  2. Confirm with Turn on. Anyone at a company can change the company fields you make editable, and their changes apply to everyone at that company.
  3. Choose View and Edit for each company field, then click Save.
This is off by default. While it’s off, clients don’t see company fields at all. Keep sensitive company fields view-only.
The Recent activity feed lists every change clients have made, newest first, with the client, their company, the field, the change, and when it was Updated. Hover over a change to see that field’s full change history.Use the search box to find specific clients or companies, and the Field and Date filters to narrow the list to one field or to the Last 7 days, Last 30 days, or Last 90 days. Click Clear filters to see everything again.
Click a client’s name in the feed to open their profile. You see the fields shared with them, which ones are View only, which fields are Not shared, and their Change history.
Only workspace admins can change field access. Other team members can open Manage profile fields to see the settings but can’t save them. Team members with limited client access only see changes from the clients and companies they have access to.

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For your clients

Clients open the app to see Your profile.
  1. Under You can edit, the client changes any field you’ve made editable.
  2. They click Save changes, or Cancel to undo their edits.
Fields they can view but not edit are under Shared by your team. To change those, they contact your team. Phone numbers, email addresses, links, numbers, and addresses are checked before saving.
If you’ve turned on company field editing, the client also sees a section for the company they’ve selected in your client experience. Changes there apply to everyone at that company.
Clients only see and edit their own profile and the company they’re currently working in.

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Notifications

  • When a client saves a change, every team member who can see that client gets an in-product notification listing the fields that changed. For company field changes, it also names the company. Opening the notification shows that client’s or company’s profile.
To change who’s notified or what the messages say, see Configuring notifications.

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Set it up

1

Add the template

Click Add App in the Dashboard sidebar. Find Profile manager under Start from a template, or scroll down to Browse all apps and pick the Onboarding filter.
2

Try it as your team

The app lands in your sidebar as a draft. Click Manage profile fields and make a few of your custom fields viewable and editable.
3

Check the client side

In the builder’s Client view, pick your test client, change a field, and save it. Then check that the change shows up in Recent activity.
4

Publish it

Publish the app with visibility set to Hidden from all people, or on plans with custom visibility, limited to your test client. Sign in as your test client to try it in the real client experience, then make it visible to the clients who should use it. See Launching apps.

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Change it with the app builder

This app is a template, so you can change anything about it by describing what you want.
1

Open the build chat

Open Profile manager from your Dashboard sidebar, click its name at the top, then click Switch to builder.
2

Describe the change

Write what you want the way you’d ask a teammate. Say who it’s for and where it shows up, such as your team’s activity feed or the client’s profile page.
3

Check the preview

The app builder makes the change and updates the preview. Switch between Team view and Client view to check both sides, and pick a client to see it as them.
4

Publish

Click Publish when you’re happy. Until you do, your clients keep seeing the last published version.
Changes people often make to this template:
  • “Email the client’s account owner when they change their address, not just an in-product notification”
  • “Ask clients to confirm their details are still correct every six months”
  • “Require a team member to approve address changes before they’re saved to the CRM”
  • “Group the client’s fields into sections like Contact details and Billing”
  • “Add a Last 12 months option to the Date filter”
  • “Let us export the Recent activity feed as a CSV”
See Iterating on apps for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose Rename app or Manage app.

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