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


Updating an Expert Profile

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

These articles might be relevant:

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 assigned to their profile. 

Note that:

  • A user can only edit experts assigned to him/her.
  • Users must must be logged in to edit their experts.
  • The plugin generates credentials for anonymous users so they don't have to create a WordPress account. Read more.

Allowing Users to Update Expert Profiles

Add 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.

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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