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CM Expert Directory Community (CMEDC) - User View - Updating an Expert Profile


Updating an Expert Profile

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Quick Read

  • When a logged-in user creates an expert, that expert is attached to their account profile. This way, the expert(s) will show up on the user dashboard.
  • You can let users claim expert profiles as their own. If approved, the profile will be attached to the user.
  • All expert profiles can have login and password. You can enable users (even anonymous) to edit them by inputting these credentials.

Expert Profile is not WordPress User

Each expert has an unique login and password. This is not tied to WordPress users.

This guide shows how a user can update an Expert profile. Note that the admin can always edit any profile from the Back-End.

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Table of Contents

  1. Introduction
  2. Allowing Users to Update Expert Profiles
  3. Admin View - Identifying the Owner And Sending Passwords
  4. User View
    1. Logged-in User View - Editing a Profile
    2. Anonymous User View - Editing a Profile

Introduction

The plugin allows users to edit the profile of experts if the expert is assigned to their profile or if the user has the relevant credentials for that expert. 


Allowing Users to Update Expert Profiles

Adding an Expert Form

First of all, the Add an Expert Form has to be properly configured

The Community add-on automatically creates a page dedicated to the Community Form when it's activated and you can customize the location of the form by using shortcodes. Read the specific documentation to learn more.

Direct Edit Link - One Expert Per User Mode 

If the One Expert Per User mode is enabled, it's possible to create a handy shortcut to edit the expert.

To do so, add the shortcode  [community_expert_form self_edit="1"] to a page. Once logged-in users access this page, they will be directed to the edit form of their expert.

So, if the page "site.com/edit-form" has this form, you can add the link to a button to direct users to the form.

You can manage and customize the Expert Form through the Community Expert settings.


Admin View - Identifying the Owner And Sending Passwords

The admin can verify the owner of an Expert profile in the edit expert page. To enable this, turn on the option "Recovery management" in the  Community Expert tab.

Now you will see a meta-box called "CM Expert Directory Community Custom Fields" when editing a profile.

In it, the admin can assign the expert to an email. 

If an email address is already set, the admin can view the login and password and also send these credentials to the user, as highlighted.

To learn more about, check the specific guide Password Recovery.


Logged-in User View - Editing a Profile

In order to edit a profile, the user must first be logged in to WordPress. He will then have access to the edit form and to the user dashboard.

User Dashboard

The admin can implement the user dashboard by adding the shortcode  [cmedc_dashboard]  to any page. In it, the user will be able to manage his/her profile.

Example of the user dashboard for a logged in and a guest user:

Learn more about shortcodes in the specific guide CM Expert Directory Community (CMEDC) - Shortcodes

Editing a Profile

Editing a profile is much like creating one - change the values of fields you want to edit and apply the changes.


Anonymous User View - Editing a Profile

Anonymous users also can edit profile they suggested, even without having a WordPress account. The only requirement is that the email address they provide matches that of the profile's owner.

To edit a profile, the anonymous user should access its page.

There, he/she will find two relevant options: 

  • Login and Edit - By inputing the credentials, the user will be able to edit the profile.
  • Recover login and password - If the input email and the owner email match, the user will receive the Password Recovery message.

    Learn more in the specific guide Password Recovery.

More information about the CM Expert Directory Community WordPress  Plugin

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