## Profile Manager

Let clients view and update CRM profile information and custom fields.

### Type

App

Apps are tailor-made for Assembly platform and typically come with rich functionality including notifications.

### App Visibility

Client

Client-facing apps are visible to clients as well as your internal team.

### Pricing

Free

### Built by

[Outside](https://outside.studio/)

### **Overview**  
With [Profile Manager](/content/guide/profile-manager-app/index.html), you can selectively show custom fields to clients and make them client-viewable or client-editable. That means clients can self-serve update their address, phone number, and any other custom fields you set as client-editable. Internal users also see a feed of client-initiated updates, so you know exactly when custom field updates happen and by whom. Instead of sending a form to your clients every time they need to update their client profile, they can now make changes directly in their portal.

### **App setup**  
1. Go to _App Library_, and click _\+ Add an app_ in the top right corner.  
2. Select Profile Manager in the Client Apps section  
3. After clicking on the app, click on _Install_ in the top-right.  
4. Set a title and icon that represent the app, and then click the “Add” button on the top right. We recommend setting up the page first before enabling the app for your clients. To enable the app after adding it, click the ellipsis on the top right page of the Client Home app and go to “Edit app setup.” Then, toggle on “App is enabled for clients”.

### **Internal user experience**  
#### **Setting up your Profile Manager**  
To access the internal view of the Profile Manager, click _More_ on the left sidebar, and select the Profile Manager app. The internal view of the Profile Manager will only show **updates** clients have made to their custom fields. If clients have not made any updates, the initial view will be empty.

**Enabling view and edit access for client custom fields**  
On the right side of the profile manager, you will see a list of the custom fields in your portal. Next to each field, you will see a _View_ and _Edit_ option. Selecting the _View_ option next to a custom field will surface this custom field to the client in their Profile Manager. You will only be able to enable edit access if the _View_ option is selected. Then, selecting the _Edit_ option next to a custom field will allow the client to update that field from their Profile Manager.

**Enabling links**  
You will have the option to surface certain links to your clients: _General profile settings_ and _Manage payment method_.

Enabling the _General profile settings_ link will display a button to your clients that will take them directly to their _Settings > Account_ page, where they can update their name, profile image, email address, and additional settings.  
Enabling the Manage payment method link will display a button to your clients that will take them to the _Settings > Payment methods_ page. Here, they can manage the payment methods saved to their profile.

**Enabling the Profile Manager for clients**  
Once you’re finished setting up the Profile Manager, click the ellipsis in the top-right of the Profile Manager app in your dashboard to be taken to the app setup page. Here, you can enable the app for clients by clicking the toggle under _App is enabled for clients_.

**Reordering the display of custom fields**  
The order of custom fields must be set in the Client Details view under _Properties_, it cannot be set within the Profile Manager app. To access the Client Details view, click into any client and the details panel will open on the right.

### Viewing client updates  
When a client makes an update to any custom field, a row will appear in the internal view of the Profile Manager app. Each row will display the client’s name and email address, company, the time of the most recent update, and their updated custom fields. You can hover over any updated field to view the update history for that field.

### **Client experience**  
Clients will see the Profile Manager app in their sidebar. On this page, they will see the custom fields you’ve surfaced, and be able to edit the custom fields where edit access has been enabled. They will also see the links to their _Settings > Account_ and _Settings > Payment methods_ pages if those links have been enabled.

You can preview the client experience by creating a test client and adding custom fields for your test client. Log in as your test client and select the Profile Manager app from the sidebar to see what the Profile Manager looks like from the clients’ perspective.

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Create remarkable client experiences.