Knowledge Base

#1 How to Add a Button/Link/Text to the Profile Home Screen?

1. Click Dashboard
   
2. Click Profile Home Management in left side menu
3. Click + Add New Link button
4. Set the Text Only or Link where
   • Text Only = Screen Text displayed
   • Link = button and links to another URL or Module
5. Enter the Link Label
6. Set the Link to a Module Link (select from dropdown list) OR Enter a URL address in Link URL field
   • NOTE: Do not enter anything if using Text Only
7. Set the other options in the screen as desired
   • E.g. To restrict access for certain group(s), select the group(s) in one of the Restrict fields
8. Scroll down, Click Add Link button

EXAMPLES

How to add a link for the Reviewer Site?

1. Click Dashboard
   
2. Click Profile Home Management in left side menu
3. Click + Add New Link button
4. Select LINK radio button for the Text Only or Link field
5. Enter the Link Label e.g. Reviewer Site
6. Set Module Link (select from dropdown list) = Reviewer Module
   • Note: Once this button is added, the Link URL wll be auto-populated by the system
7. Set Display Link or Text = Yes
8. Set Public Display = No
9. Set Restrict to Reviewers Only = Yes
   • Note: This means only reviewers who have been ASSIGNED submissions to review will see this button
10. Scroll down, Click Add Link button

How to add a link to the CME / Credits site?

1. Click Dashboard
   
2. Click Profile Home Management in left side menu
3. Click + Add New Link button
4. Select LINK radio button for the Text Only or Link field
5. Enter the Link Label e.g. CME / Certificate of Attendance Site
6. Set Module Link (select from dropdown list) = Credit
   • Note: Once this button is added, the Link URL wll be auto-populated by the system
7. Set Display Link or Text = Yes
8. Set Public Display = No
9. If you are using the X-CD Registration module, you may set to only display to Completed Attendees: Set Restrict to Completed Attendees = Select from dropdown list, the name of your registration module
   
   • Note: This means attendees who have registrations that have been paid in full will see this button.
10. If you are using the X-CD Registration module and you want to restrict access further to only a certain registration type, instead of Step #9, Set Restrict to Completed Attendees by Reg Category = highlight the applicable registration category/categories in the list - select multiple items by holding down the CTRL/COMMAND key and clicking the items (Note: leave Restrict to Completed Attendees = blank)
    
11. Scroll down, Click Add Link button

How to add a link to a Registration site?

1. Click Dashboard
   
2. Click Profile Home Management in left side menu
3. Click + Add New Link button
4. Select LINK radio button for the Text Only or Link field
5. Enter the Link Label e.g. Attendee Registration
6. Set Module Link (select from dropdown list) = select your Attendee Registration site
   
   • Note: Once this button is added, the Link URL wll be auto-populated by the system
7. Set Display Link or Text = Yes
8. Set Public Display = Yes (if anyone can access registration and skip to step #10)
   
   • Set to No if you want to restrict access to the registration link for one or more defined Groups on your site and continue to step #9
9. Set Group Restrict = highlight the applicable group/groups in the list - select multiple items by holding down the CTRL/COMMAND key and clicking the items
   
   • Note: This means only individuals who are already members of the selected groups will see this button
10. Scroll down, Click Add Link button

How to add a link to a Speaker Submission site?

1. Click Dashboard
   
2. Click Profile Home Management in left side menu
3. Click + Add New Link button
4. Select LINK radio button for the Text Only or Link field
5. Enter the Link Label e.g. Abstract Submission
6. Set Module Link (select from dropdown list) = select your Speaker Submission site
   
   • Note: Once this button is added, the Link URL wll be auto-populated by the system
7. Set Display Link or Text = Yes
8. Set Public Display = Yes (if anyone can access registration and skip to step #10)
   
   • Set to No if you want to restrict access to the registration link for one or more defined Groups on your site and continue to step #9
9. Set Group Restrict = highlight the applicable group/groups in the list - select multiple items by holding down the CTRL/COMMAND key and clicking the items
   
   • Note: This means only individuals who are already members of the selected groups will see this button
10. Scroll down, Click Add Link button

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#2 How to Edit / Remove / Re-order a link from the Profile Home?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click the Edit or Remove button for the link to edit / remove
4. To change the order of a link, drag and drop the link to a new position in the list. (Click your mouse on the 3 horizontal bars and then drag and drop to the new location)
5. If Editing, make revisions, then Scroll down and Click Update Link button to apply changes

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#3 How to add text to Profile Home login screen?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click Settings button
4. In the Member Home Login Screen text box, enter content to be added to the login screen, this content will appear above the login fields.
5. Scroll down and click Update button to apply changes.

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#4 How to unhide or set access to a button on the Profile Home Page?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click the Edit button for the link to be unhidden
4. For Enable Button field, select Yes
5. For Public Display field, select
   • Yes = any logged in user will see this button
   • No = If you wish to restrict access to reviewers, group(s) or certain Attendees
     • Restrict to Reviewers Only, select Yes = only individuals who have reviewer assignments in the review module will be able to access
     • Group Restrict > Select the group(s) which you want to grant access; this will automatically set Public Display = No
     • Restrict to Completed Attendees > Select the conference in the dropdown list to restrict to only attendees that have a registration status = Complete
     • Restrict to Completed Attendees by Reg Category > Select the conference registration option(s) in the dropdown list to restrict to only attendees that are in the specific registration category/categories
6. Scroll down, Click Update Link button to apply changes.

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#5 How to hide a button on the profile home page?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click the Edit button for the item to hide
4. For Display Link or Text field, select No
5. For Public Display field, select No
6. Scroll down, Click Update Link button to apply changes.

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#6 How to add / update a heading, image or text to Profile Home?

1. Click Dashboard
   
2. Click Profile Home Management in left side menu
3. Click + Add New Link button
4. Set the Text Only
   • The display will change and show only the applicable fields to complete
5. You may set attributes for displaying to public or restrict to set of group(s) or registration types
6. In Link Screen Text field, enter any text or image content to be displayed on the Profile Home
7. Click Add Link / Update Link button

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#7 How to add Latest News?

NOTE: Check your Profile Home Settings and ensure, Display Latest News is enabled (i.e. is set to Yes)

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click Latest News button
4. Click Add News Item button
5. Enter a date into News Date field by manually entering or click the calendar icon to select a date
6. Set Profile Home field to
   • No = select this as the default
   • Yes = if you are using the website module, if you only want members to see this news article, then set to Yes so this item is only visible to members
7. Enter content in News Content field
8. Click Update button

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#8 Setting the Profile Home Link open/closed from a module

What does setting the Profile Home link from within a module to Open or Closed do?

Regardless of which module (i.e. Speaker, Registration, Exhibitor) the Profile Home Link is being set under System Status,

• when selecting 'Open', this means on the Profile Home page, the link to the specific module will be visible (i.e. it will set the Display Link or Text attribute = Yes)
• when selecting 'Closed', this means on the Profile Home page, the link to the specific module will not be visible (i.e. it will set the Display Link or Text attribute = No)
• TIP: Click the Manage Profile Home link under the label Profile Home link to access the Profile Home Management section
• IMPORTANT NOTE: This does not set the Public Display attribute on the Profile Home Link, and will need to be updated manually by the admin.
  
  • To set Public Display attibute, click Dashboard
  • Click Profile Home Management in left side menu
  • Click Edit beside the link
  • Set the Public Display to
    • Yes = anyone who is logged in can access this link (this is the default)
    • No = The system will refer to the various Restriction attributes to determine when the link is  made visible

Example of Speaker Module System Status and Profile Home Link = Open

Example of Profile Home Link - Display Link or Text = Yes

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#9 How to define the logout url when logging out of profile home page?

1. Click Dashboard
2. Click Other Tools
3. Click Organization Info
4. Locate the field 'LogOut URL' and enter a URL address
5. Scroll down and click Update Details button to save changes.

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#10 How to change the email address the Support button goes to?

See: http://help.x-cd.com/index.cfm?smodid=43#faq1208

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#11 How to Change the Button Size Displayed on the Profile Home Screen?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click Settings button
4. For Link Button Size field, select from the dropdown list the preferred button size
5. Scroll down and click Update button to apply changes.

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#12 How to Display Membership Information on the Profile Home Screen?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click Settings button
4. Scroll down to the Membership Information heading
5. Set Display Member Info = Yes
6. If applicable, set Display Member ID = Yes
7. Scroll down and click Update button to apply changes.

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#13 How to Set Contact Profile Updates as Required on Login?

1. Click Dashboard
2. Click Profile Home Management in left side menu
3. Click Settings button
4. Set Require User to Update their Profile = [Insert a numeric value for number of days]
   • E.G. the numbers of days is equal to how many days must pass before the end user is asked to update their profile again upon login.
5. Scroll down and click Update button to apply changes.

The profile home is the main screen the end user will see when they first login to your X-CD site.

It will list the areas the individual will be able to access to your conference(s).