Highlights of User Profile Plus
Now you and your end users can manage user information.
User Profile Plus allows you to display user profile data alphabetically, by department or by organizational hierarchy from a SharePoint Contacts List or the User Information List. You can grant users the ability to edit their own profiles, print their user profile information, and allow user groups to edit profiles for users belonging to their own department. User profile data can be edited, hidden from all users or made private so that users only see their own private data.
- Allow end users to edit their own profile information.
- Configure search criteria for Advanced Search so users can search by name, department, email address, etc.
- Determine which user profile columns are included, editable and public/private.
- Configure user groups to edit user profiles belonging to a particular department, enabling department site administrators to have control over their own department user profile data.
- Configure user pictures to be automatically stored in a Picture Library enabling a faster upload process that does not require the URL to an existing picture in a SharePoint Picture Library.
- Show the Print Preview buttons so users can print user profile information.
Display Options for User Profile Plus
You have a variety of display options to configure what users see in the user interface when they are interacting with User Profile Plus.
||Always display this text when user profile fields have no data
||Enter the text you want to display for each user profile column/field that does not have any data. Leave this blank if you do not want to display any text.
||Select these check boxes to display users by alphabet, department, or organizational hierarchy.
||Select ‘Report to’ column:
||If you select Organization (as shown in #2 above), you must also specify which column/field holds the Report To data since the Organization option displays users based on to whom they report.
||My Profile Link
||Select this check box to display this link at the top of the Web Part next to the Search box.
||Display My Profile First
||Select this check box so that when users navigate to User Profile Plus, the first profile they see is their own.
||Print Preview Button
||Select this check box to show the Print Preview in the Web Part. Users can preview and print user profile information.
||Select a Language
Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu.
NOTE: The translation options for Spanish, French, German and English are currently still in English. You must customize the files directly to translate the web part user interface to the language you require. See Customizing the Translation Settings for more information.
||Tree Item Limit
||Set the limit for the number of items to display in the tree. When you limit the number, a More link displays at the bottom of the tree so that you can view the next set of items up to the limit. For example, if you enter 25, then you will see only 25 items in the tree and a More link if there are more than 25 items. After clicking the link, you will see the next 25 items. This feature helps you to manage performance of the Web Part if you have hundreds or thousands of items to display in the tree.
Configure User Profile Fields
In this section of the tool pane, you configure how columns will behave for your users by selecting or de-selecting check boxes. You can shift columns up or down, remove them and make them “editable.”
||Name of the column/field in the User Information List or Contacts List.
||Name of the column/field as it is displayed to the user. This field can be edited.
||Select this check box if you want to allow users who have edit permissions to edit the data in this column/field.
||Select this check box if you want to make this column/field available in all user profiles. Clear this check box to make the column private so that only the logged in user can see information in these fields.
||Select this check box to show this column/field so all users can view/edit it depending on their permissions. Clear this check box to completely hide this field in the user profile.
IMPORTANT: Remember to click the save icon () to retain your configuration changes.
Configure the User Profile Plus Source
Configure the User Profile source.
Select to connect to the WSS v3 User Info List for the site collection or a SharePoint Contact List. For the WSS v3 User Info List option, just select this option.
For the SharePoint Contacts List option, fill out the following columns:
||Enter a SharePoint site URL
||Enter the URL for the site that has the Contacts List you want to use.
||Click Connect to connect the SharePoint site and populate the List drop-down box with all the Contacts Lists available from that site.
||Select the Contacts List
||Pick the list that contains your contacts from the drop-down selector.
||Select an Account name column
||Select the column in the Contacts list that contains the Account Name.
||Select a Picture column
||Select the column in the Contacts List which contains a link to the picture.
Configure Group Edit Permission by Department
This section of the tool pane is where you configure the web part to allow either users and/or Site Collection Administrators to edit their own profile information.
||Allow users to edit their own profiles
Select this check box to allow users to edit their profiles.
- If this check box is not selected, users can only view their profile.
- This check box overrides the Editable permission assigned in the Configure User Profile Fields section further down in the tool pane.
||Allow Site Collection Administrator to edit profiles
||Select this check box to allow Site Collection Administrators to edit all user profiles.
||Configure Group Edit Permission by Department
||Select the field or list column that contains the Department information for each user profile.
||Assign User Group Edit Permission
||For each department, select the user group that has permission to edit user profiles for the selected department. Users in the selected group can edit profiles of users in the designated department.
Configuration Overview of User Profile Plus
Add User Profile Plus anywhere in your site collection to allow users to view and update their profile information. Profile information can be stored in the User Information List or a Contacts List.
Configure the web part to allow all users to edit certain fields while also making some fields private (only the user can view and/or edit the field for their own profile). You can set editing permissions for departments by user groups – allowing users in the selected group to edit all profiles for users belonging to a particular department. Create new tabs to display user information as well as designate fields to be included or hidden from view. You can also specify a SharePoint Picture Library to automatically store pictures uploaded to user profiles.
To configure web part functionality available to users, you can set up columns to be used as search criteria in the Advanced Search as well as designate full column search when using just the Search box. You can also determine whether users can print user profile information, click a My Profile link to quickly return to their own profile, determine whether the default view of the web part includes the Alphabetical, Organization (displayed by reporting hierarchy), and/or Department view as well as whether users default to their own profile first when they navigate to the web part.
For a detailed look at the configuration tool pane, select each of the options below that correspond to the sections to be configured as indicated in the image to the right:
- Configure the User Profile Plus Source
- Configure Group Edit Permission by Department
- Configure User Profile Fields
- Select a Picture Library to Store User Profile Plus Images
- Select Advanced Search Columns
- Display Options for User Profile Plus
Complementary Products for User Profile Plus
You will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.
The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!