Profile manager
What's in the profile manager template
Profile Manager lets clients view and update their own custom fields in the CRM — like address or phone number — directly in their portal.
- Self-serve updatesLet clients self-serve updates to address, phone, and other custom fields.
- Choose editable fieldsChoose exactly which fields are client-viewable or client-editable.
- A feed of changesSee a feed of client-initiated updates, with who changed what and when.
- No more update formsSkip sending forms for routine profile changes.
Add your template,
customize it, and publish
Profile manager installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesProfile manager
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
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