Overview

Profile Manager lets clients view and update their own custom fields — like address or phone number — directly in their portal. You choose which fields are client-viewable or editable, and see a feed of every update, so there's no need to send a form each time something changes.

Key Benefits

• Let clients self-serve updates to address, phone, and other custom fields.

• Choose exactly which fields are client-viewable or client-editable.

• See a feed of client-initiated updates, with who changed what and when.

• Skip sending forms for routine profile changes.