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Defining User Profile Settings

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Setting up User Profile Items

Settings

Toin accessOPS-COM enable administrators to customize the information collected from users on their profile itemsforms. clickBy controlling the visibility and requirement status of various fields, you can tailor the user experience to your organizational needs, ensure necessary data is captured, and streamline the registration process.

User profile item settings are configured within the System Settings area of OPS-COM.

  1. Click System Config menu and selecturation, System Settings.

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  2. On the Manage System Settings screen, click User ProfileProfile.
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display

Using this Feature

On the listUser ofProfile possiblesettings page, items that can be added or removed fromin the profile.

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Items in this list can be inset to one of three states:states, controlling their appearance and requirement on the user-side profile form:

  • Hidden: -The Notfield is not visible on the user-side profile form.
  • Visible: The field is seen on the user user-side profile form
  • Visible - Seen on the user side formform, but optional as far as entering information in theit fieldis optional.
  • Required: -The Seenfield is seen on the user user-side form asand ais requiredmandatory. field.Required Indicatedfields asare requiredindicated by a red asterisk
(*).

(

  • Note: The system will not allow the user to save thetheir profile if thereany required information is anymissing.
    • required information missing)

    The state selected for each field is highlighted in blue, with a checkmark indicating the active selection.

    The user profile form hasis organized into  6six essential categories, thateach havecontaining various elements that can be individually set into anyHidden, oneVisible, ofor the three states mentioned above:Required:

    1. User
      Name
    2. Address Information
    3. Phone Information
    4. License Information
    5. Student Information
    6. Employee Information
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    Customizing Profile Sections
    • User Name
      • :
    • Address Information
    • Phone Information
    • License Information
    • Student Information
    • Employee Information

          If we hide everything that can be hidden, the system will still require certain pieces of information and may override your settings. Here's what the form looks like for a staff end user in this case.


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    Here is the form with everything visible - 

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    User Name

    A User Name is essential.essential Itas isit's one of the unique identifiers requiredfor tosystem useaccess. the system. However, there are various permutations of the required information associated with the user's name. Best practice tells usWhile a bare minimum mighttypically beincludes Username, First Name, and Last Name, although any of these items can be toggled on/off.off Thebased stateon selectedyour isneeds. highlighted

      in blue and a checkmark is added to illustrate the selection.

    • Note: One scenario where weyou might hide usernameUsername would beis if an external source (such as LDAPLDAP) is supplying the username.

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  • Address

    • IfInformation: This section is critical if you plan to mail permits toor endother users you will needcorrespondence to collectend-users. addresses.

  • Phone Information: Allows for the collection of various phone numbers.

  • License Information

    :

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    Phone

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    License

    This field isspecifically forrefers Driverto Driver's License number (not plate number). IfYou may opt to record this information, especially if you are connected with local law enforcementenforcement.

    • you
  • Student mayInformation: optFields relevant to recordstudent thisidentification information.

    (e.g.,

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    Student Information

    Number,

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    Max/Min

    Student Number Digits).

  • Employee Information

    :

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    Fields

    relevant to employee identification (e.g., Employee Number, Max Employee Number Digits).

    • Considerations for Text2ParkMe
     Users

    If youyour areorganization is using Text2ParkMe,Text2ParkMe there will be, a second tab will be available on thethis pagepage. whereThis endtab usersallows canyou enterto configure additional detailsdetails, including credit card information.
    Note: The only fieldinformation, that willend-users showcan aenter.

    "required" status is the Student ID.  Additionally:

    Important: If you enter any credit card information is entered by the user, it automatically switches all other credit card information fields to required.

    "required" for that transaction.

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    Best Practices & Considerations

    • Balance Data Collection and User Experience: While it's important to collect necessary data, avoid making too many fields "Required" as this can create friction and deter users from completing their profiles. Prioritize truly essential information.
    • Understand System Overrides: Even if you hide everything possible, the system might still require certain fundamental pieces of information (e.g., core identifiers like Username or Email) and will override your settings to ensure basic functionality.
    • Review Hidden Fields Periodically: Ensure that fields marked "Hidden" truly remain irrelevant to your current processes. Organizational needs can change, making previously hidden data suddenly important.
    • Tailor to User Types: Consider which information is truly necessary for different user types (e.g., students versus employees) and configure accordingly.
    • Impact on Mailing/Enforcement: If you rely on mailing permits or recording specific ID numbers for enforcement, ensure the corresponding profile fields are set to "Required" or at least "Visible."
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