How to Add a Button/Link/Text to the Profile Home Screen?

How to Add a Button/Link/Text to the Profile Home Screen?

  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Set the Text Only or Link where
    • Text Only = Screen Text displayed
    • Link = button and links to another URL or Module
  5. Enter the Link Label
  6. Set the Link to a Module Link (select from dropdown list) OR Enter a URL address in Link URL field
    • NOTE: Do not enter anything if using Text Only. If selecting a Module Link, the link will auto-populate when you save.
  7. Set the other options in the screen as desired
    • E.g. To restrict access for certain group(s), select the group(s) in one of the Restrict fields
  8. Scroll down, Click Add Link button
  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Select LINK radio button for the Text Only or Link field
  5. Enter the Link Label e.g. Reviewer Site
  6. Set Module Link (select from dropdown list - Other Modules section) = Reviewer Portal
    • Note: Once this button is added, the Link URL wll be auto-populated by the system
  7. Set Display Link or Text = Yes
  8. Set Public Display = No
  9. Set Restrict to Reviewers Only = Yes
    • Note: This means only reviewers who have been ASSIGNED submissions to review will see this button
  10. Scroll down, Click Add Link button

How to add a link to the CME / Credits site?

  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Select LINK radio button for the Text Only or Link field
  5. Enter the Link Label e.g. CME / Certificate of Attendance Site
  6. Set Module Link (select from dropdown list) = Credit
    • Note: Once this button is added, the Link URL wll be auto-populated by the system
  7. Set Display Link or Text = Yes
  8. Set Public Display = No
  9. If you are using the X-CD Registration module, you may set to only display to Completed Attendees: Set Restrict to Completed Attendees = Select from dropdown list, the name of your registration module
    • Note: This means attendees who have registrations that have been paid in full will see this button.
  10. If you are using the X-CD Registration module and you want to restrict access further to only a certain registration type, instead of Step #9, Set Restrict to Completed Attendees by Reg Category = highlight the applicable registration category/categories in the list - select multiple items by holding down the CTRL/COMMAND key and clicking the items (Note: leave Restrict to Completed Attendees = blank)
  11. Scroll down, Click Add Link button

  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Select LINK radio button for the Text Only or Link field
  5. Enter the Link Label e.g. Attendee Registration
  6. Set Module Link (select from dropdown list) = select your Attendee Registration site or Exhibitor Registration site
    • Note: Once this button is added, the Link URL will be auto-populated by the system
  7. Set Display Link or Text = Yes
  8. Set Public Display = Yes (if anyone can access registration and skip to step #10)
    • Set to No if you want to restrict access to the registration link for one or more defined Groups on your site and continue to step #9
  9. Set Group Restrict = highlight the applicable group/groups in the list - select multiple items by holding down the CTRL/COMMAND key and clicking the items
    • Note: This means only individuals who are already members of the selected groups will see this button
  10. Scroll down, Click Add Link button

Group Registration?

  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Set the Text Only or Link setting to Link
  5. Enter the Link Label e.g Group Registration for ABC Conference
  6. Copy and paste the URL address of the Group Registration from your Registration module
  7. Set the other options in the screen as desired
    • E.g. To restrict access for certain group(s), select the group(s) in one of the Restrict fields
  8. Scroll down, Click Add Link button
  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Select LINK radio button for the Text Only or Link field
  5. Enter the Link Label e.g. Abstract Submission
  6. Set Module Link (select from dropdown list) = select your Speaker Submission site
    • Note: Once this button is added, the Link URL wll be auto-populated by the system
  7. Set Display Link or Text = Yes
  8. Set Public Display = Yes (if anyone can access registration and skip to step #10)
    • Set to No if you want to restrict access to the registration link for one or more defined Groups on your site and continue to step #9
  9. Set Group Restrict = highlight the applicable group/groups in the list - select multiple items by holding down the CTRL/COMMAND key and clicking the items
    • Note: This means only individuals who are already members of the selected groups will see this button
  10. Scroll down, Click Add Link button
  1. Click Dashboard
  2. Click Profile Home Management in left side menu
  3. Click + Add New Link button
  4. Select LINK radio button for the Text Only or Link field
  5. Enter a Link Label 
  6. Set Module Link (select from dropdown list) = select a form listed under the Forms Module list
    • Note: Once this button is added, the Link URL will be auto-populated by the system
    • If the form you want to link to is not listed, you will need to copy the Form's front-end landing page url and paste it into the Link URL field.
  7. Update any other applicable settings on the display of the button
  8. Scroll down, Click Add Link button

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