Publish Profile Information to Others

Published information appears in directory results and contact cards.

Configure information to publish

Platform managers determine which information from user profiles is visible by default to other members of the school community. Platform managers also determine who has access to view directory results.

  1. Select Core.

  2. Select Security.

  3. Select Profile access.

  4. Select Profile publish access.

  5. Select a role from the drop-down menu. To affect all users, select the "all school" role.

  6. Select Edit (in the top right corner).

  7. To enable users to remove themselves from your school's online directory, select Allow users to remove their name from the online directory.

    To prevent users from removing themselves from the directory, disable this option.

  8. To prevent users from removing too much directory information, disable the option Include my name, but do not include any other information about me.

    When this option is enabled, this option appears to users in their Account settings, Privacy settings. By disabling this option for a role, such as for students, platform managers prevent those users from removing their information from the school’s directory.

  9. Then determine the default publishing access for each combination of roles.

    Tip: For example, if you previously selected Student, you'll then select the roles that correspond to who should see a typical student's profile information. Typically, you'll enable the roles of Student, Parent, Faculty, Coach, Nurse, Advisor, and more to see the student's profile information. However, you may want to omit roles for trustees or cafeteria staff, so they won't see student information by default.

    Tip: If a user's only roles are ones you don't select, the user won't be able to view or access any of the student's profile.

  10. Select Save.

  11. The items in the Manage profile fields column are clickable links. Select each link. For each one, you'll determine how the selected role communicates with another role.

  12. Select Edit in the top right corner.

  13. Select which fields to publish.

  14. When you change whether a field can be published to another role or accessed by another role, you'll also determine whether to apply your changes to all users or only users who previously used the default publication settings.

    • If you select to Reset publish fields for all users, you may override individual settings users made for themselves. You might hide information they previously shared or expose information they previously hid.

    • If you Reset publish fields for default users, fewer individual choices will be overwritten, but users with default settings should still review what they have shared or hidden.

    Remember to communicate any important changes about your school's privacy policies (including which information is published) to your community.

  15. Select Save & confirm.

  16. Review how your changes affect settings for existing users.

  17. Select Confirm.

  18. Select OK.

  19. Repeat this for all Roles with members and each combination of Role to role publications. You'll even do this for roles your school has created from scratch or cloned based on pre-existing roles.

    For example, select Student to student and then Edit. Make sure fields such as Locker combo, Mailbox combo, SSN, and other forms of private information are not selected. Carefully consider which information students should be able to easily share with others and then select them (such as Preferred name/nickname and User photo. Then select Save & confirm and Confirm. Next, select Student to and determine which fields faculty should see from students.

Tip: When a manager changes a user’s security roles, any profile publish settings that no longer apply will be removed from the user’s view of their privacy settings during an overnight refresh. If a user sees a setting for a role you recently removed, ask the user to re-check their profile privacy settings the next day.

Restrict access individually

Individual members of the community can then overwrite some of these defaults to further limit which of their individual information is available to others when others view directories, rosters, and the contact card.

Deceased individuals

See manage deceased profiles. When you determine the publish setting for the deceased relationship, your selection only affects the deceased user's Contact card. Visibility for deceased relationships in the online directory is controlled separately for each instance of someone's loss.