How to Add "Upload a File" Button in the Members' Portal

As an admin, you might need to share files with your members or vice versa. For example, you can add a line on the signup form and ask the future members to upload a picture of themselves. Or you might need a button in the members' portal for this particular option. You can add an "Upload a file" button by following these steps:

  1. First, you'll need to create a custom property of type "File". Go to Settings/Custom Properties and click the Add Property button in the upper right corner of the screen.
  2. In the newly opened window name the new property and set the type to File.
  3. You can set the privacy of the property to be either Members Public or Members Private depending on your use case.
    • If it's public, once someone attaches a file it will visible to everyone on the members portal.
    • If it's private it will only be visible to the member and to any admin, on the admin end.
  4. Click Add.
  5. After that go to Settings/Forms in the Advanced Forms tab choose Member.
  6. From the drop-down menu choose General and scroll down to Enable the new property.
  7. After you marked the new property as enabled click Update.
  8. (Optional) If you'd like to add the newly created custom property to the signup form you can check this article on how to do that - Add Custom Property to the Signup Form.

Where to find the "Upload a file" button

You can find the "Upload a file" button on the following pages:

Admin Side:

  • Navigate to a member's profile.
  • In the General section click on the Edit button.
  • Scroll down to the Upload button.

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Members portal:

  • Navigate to the Account/Personal tab.
  • Find the Upload button in the Additional Information section.

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