As an admin, you might need to share files with your members - or vice versa. For example, you can add a line to the sign-up form and ask future members to upload pictures. Or you might need an upload button in a member's account. This article will show you how.
How to add an Upload a file button
You can add an Upload a file button by following these steps:
Go to Settings/Custom Properties and click the Add Property button in the upper right corner of the screen.
Enter a name in the Add property window (such as Upload file).
Choose File from the Type drop-down menu.
Select the needed properties from the Applies to drop-down menu.
You can set the privacy of the property to be Admin Only, Members Public or Members Protected:
- Admin Only: an attached file will be visible only for admins.
- Members Public: an attached file will be visible for everyone in the members portal.
- Members Private: an attached file will only be visible to admins and the member who uploaded the file.Click Add.
Next, go to Settings/Data & Extensibility/Forms Customization and click on Member in the Advanced Forms tab.
From the drop-down menu, choose General and scroll down to Enable the new property that you created.
After enabling the new property, click Update.
If you'd like to add the newly created custom property to the sign-up form, you can check this article on how to Add Custom Property to the Sign-Up Form.
Where to find the Upload a file button
You can find the Upload button on the following pages:
Admin Portal:
Go to a member's profile.
In the General tab, click Edit.
Click Upload.
Members Portal:
Open the Account/Profile tab.
Click Upload in the Additional Information section.