What Settings is for
Settings holds the options that apply to your whole account. It has these sections:
Account Settings
- Account Name: your company name. You can override it on each layout.
- Support Email: the address your people should contact for help with registration, card activation or their Profyle. It shows in several places your people see. If you leave it blank, they are still told to contact your organisation’s support team, but without an email link.
- Onboarding Help: show or hide the Getting started help tips on your Dashboard.
Introductions
Switch introductions on, set what the introductions form asks for, add consent prompts, set a value per introduction and turn on AI Enrich. See Introductions, Customising the introduction email and Custom Consents.
Self-Service
Let people update their own details
Turn on Allow Profyle Card owners to update their own details. People can then ask for a one-time sign-in link, sent to their own email, from a link at the bottom of their Profyle or from their digital card. They can change their personal details and custom fields, but not their group or layout.
Let people register their own Profyle
- Turn on Allow people to register their own Profyle Cards.
- Under Allowed Email Domains, add your company’s email domain (for example acme-corp.com) and press Enter. Add more than one if you need to. Only people with an email on these domains can register.
- Copy your Self-service registration URL and share it inside your organisation only.
Once someone registers and verifies their email, they are given a subscription automatically. If none are free, they are asked to contact your admin. Until they verify, they show under the Unverified filter in People.
To check every new registration yourself, turn on Require administrator verification.
Import / Export
Add or update lots of people at once with a CSV file, or download your people’s details. See Import and export people.
Languages
Profyle pages show in the right language for the person viewing them. This section shows the supported languages and your default.
Card Reader and Audit Log
Also under Settings: the Card Reader to find a card by scanning it, and the Audit Log to see who changed what.
