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Define Tabs

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Each tab represents a screen of information that contains fields that can be viewed and/or edited by logged-in users.

Three tabs are default: email, home, and business. The home and business tabs can be disabled by the administrator. The email tab is always enabled. It is possible to create and edit new tabs, as well as the other two default tabs.
How to Create a New Tab

  1. Go to Edit > Tabs
  2. Notice that two tabs, home and business, are default. You can edit these tabs by selecting one of them and clicking on  
  3. Click on “Create New Tab”
  4. Click on  
  5. Enter the following settings:
    New Tab Name Enter the name of the tab.
    New Tab Order Enter the placement number of the tab. For example, if there are three tabs and it should appear last, enter ‘3’.
    Tab Applies To Choose between ‘Selected People Only’ or ‘Everyone’.
    New Tab Visible to Users in Portal? If users should have the ability to view and/or edit the fields within the tab, select ‘yes’. If it should only be visible in the C-level profiles, select ‘no’.
  6. Click on  . Once the tab is saved, fields of information may be added to the tab.

Populate the Tab:

  1. Select the new tab and click on  
  2. Select the “Tab Fields/Questions”
  3. Click on  
  4. Enter the following settings:
    Field/Question Prompt The question as it appears in the profile.
    Field/Question Name Custom Questions from any connected M-levels can be organized in custom tabs. These can be viewed under the “Questions” tab in any profile. Next to the field is its name between {} brackets. By entering the same name in this field, they will become connected and the data stored in the custom field will be stored in this new field.

    For example, if the health card number is collected in a registration form in M1, it will be stored in the C-level as “healthcard”. By entering “healthcard” in the new field name, they will become connected. By placing the question in the custom tab, it allows users the opportunity to view/edit their health card number.
    Field/Question Order The rank of the question as it appears in the profile. E.g. an order of ‘1’ means that it will appear at the top of the list.
    Field/Question Display Prompt (HTML) The Question Prompt as it will be displayed in the portal. HTML can be used to format the text.
    Example of Field Question Response An example to the user of a typical response.
    Field/Question Type The type of input, e.g. text box, radio button, telephone number, etc.
    Field/Question Response Data If radio, select, or checkbox are chosen as the question type, the values within them must be entered here. The entries are sepearated by a “~”. E.g. For a select box, the response data could be “1~0~2~3~4~5”. This produces a drop down menu with those selections in that order.
    Can this field be READ throught Portal? If this field should be visible to users in the portal select ‘Yes’. If ‘No’ is selected it will still appear in the profile in the C-level.
    Can this field be WRITTEN through the Portal? If users should have the ability to edit the data stored in this field, select ‘Yes’. Note that ‘Yes’ should also be selected for ‘Can this field be READ through Portal’ for users to also have the ability to edit the field.
  5. Click on   and repeat steps 3 to 5 for each field to be added to the tab.

If the tab applies to ‘selected people’, you must add the tab manually to each person’s profile.

  1. Go to the person’s profile
  2. Click on the ‘Categories’ tab
  3. Check the checkbox of the tab under ‘Personal Tabs’
  4. Click on  
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