Customize profile information for the learners on the platform
  • Updated on 31 Mar 2020
  • 2 minutes to read
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Customize profile information for the learners on the platform

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By default, learners will be asked for their first name, last name and profile photo on sign up. As an organization, you can capture additional information at the time of login. This will be useful in managing and organizing users, assigning them courses and tracking analytics. Examples of additional information can be location, job role, language, topics of interest etc.

For example, a healthcare organization has different course content for different job roles: staff, admins, nurses and doctors. They would like to assign a respective course to every learner depending on their job role. To achieve this, they would create an additional profile field called Role and provide four values as options: staff, admin, nurse and doctor. When a learner signs up on the portal for the first time, she will be asked to fill her profile by populating the role field.

Learn how to auto-enroll users to a specific course based on their profile information via the below articles:

In this article, you'll learn how to customize profile information and create additional profile fields for administrators on the management portal.

Permissions Level

The Microsoft Community Training management portal provides role-based administration and depending upon the type of access level administrator can perform an action on the portal. Table below shows administrative roles that can customize profile information for learners.

Access Level Customize profile information
Organization Administrator Yes
Category Administrator No
Course Administrator No
Group Administrator No

Steps to create additional profile fields

  1. Login to theMicrosoft Community Training portal and switch to administrator view

  2. Click on Settings tab from the left navigation panel and select Additional Profile fields options from the list
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  3. Select the type of profile field to add. Profile fields can be of three types:
    a. Text field - Use this type of field to capture information which are unique to every learners such as Email addresss, phone number, employee/student ID, etc.
    b. Single choice - Use this type of field when you want learners to choose 1 value among the finite set of options. Use this field to capture learner information such as Job Role, Department, Center Location, etc.
    c. Multiple choice - Use this type of field when you want learners to choose 1 or more values among the finite set of options. Use this field to capture learner information such as Topics of Interest, Learning Preferences, etc.

Tips
  • For Single and Multiple choice field, you can add as many options as you prefer.
  • In total, you can add up to 10 additional fields.
  1. You can set profile fields as mandatory. Toggle the Required option to enable it. Learners are compulsorily required to fill in mandatory fields after logging in.
Note
When a new/existing field is added/edited and marked as Required. Existing learners will be required to fill the information when they login.
  1. Once you have added the fields, click on Publish. You’ll be asked to confirm by typing Publish again.
Reminder
Ensure you click on Publish. Otherwise, the changes you made will be lost.
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