For: Admins
Choose which profile details your hub receives
Pick which details from each member's own profile, such as their address, birth date or company, your hub receives and keeps up to date.
In this article4 sections
Everyone in your hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place. has their own profile, and your hub keeps a record of each of them. Signup Fields choose which profile details, such as an address or a birthdate, your hub's record takes from each person's profile. Nobody is asked to fill them in: to collect details clients must give, add them to an intake formIntake form A form new people must complete before using the portal, such as contact details or consent; clients see it as an onboarding form.; see Create an intake form.
Open Signup Fields
Go to Settings › Fields and open the Signup Fields tab.
Switch on the details
Your hub always receives each person's first and last name, email address, phone number, language and time zone. Switch on any others it needs, such as Address and the rest of the address, Date of Birth, Gender, Company Name or Company Title.
Save your choice
Choose Save Changes. "Profile information settings updated" confirms it.
Only Admins can change Signup Fields.
What happens next
Your hub receives each person's details the next time they open it, and picks up their later changes the same way. They replace what your team typed in Edit User. A detail someone hasn't added to their profile stays as your team left it. Switching a detail off stops its updates and keeps what your hub already has.
People can see this list in your hub's settings on their Hubs page. If someone removes your hub's access there, your hub stops receiving their changes.
Birthday messages use the birthdates your hub holds, so switch on Date of Birth before you send birthday messages.