The Default Settings for New Profiles add-on allows you to pre-configure specific profile fields for your account. Once set, these values are automatically applied to every new profile created, ensuring consistency and speeding up your administrative workflow.
Enabling the Add-on
Click on "Account" and then click on "Integrations & Add-ons".
Use the search field at the top and enter "Default Settings".
Switch the toggle to "On" to enable the add-on.
Settings
Once you’ve enabled the add-on, you can click on the “Settings” link and configure the following settings:
Common Default Values - Set default values for fields that will be applied to all profile types (Family, Student, Third-Party Payor, and Employee).
Default Values for Customers - Set default values specifically for Family and Independent Student profiles, including any custom fields.
Default Values for Students - Set default values for fields that will be applied to Child and Independent Student profiles, including any custom profile fields you've created.
Default Values for Employees - Set default values for fields that will be applied to Teacher and Administrative Staff profiles, including any custom profile fields you've created.
Default Values for Teachers - Set default values specifically for Teacher profiles.
Usage
Adding Default Values
You can select fields for specifying default values that will be used for all new profiles following the steps below:
Click on "Account" and then click on "Integrations & Add-ons".
Click on "Settings" under the Default Settings for New Profiles Add-on.
Using the tabs at the top, select the profile type you'd like to customize and click on the "Add Default Value" button.
Select the Field Name.
Set the default value or status for the selected field using the "Field Value" field.
Repeat steps 3-5 to continue adding additional default values or click on the "Save" button to save your changes.
After default values have been added they will be applied to the fields on the "Create Profile" form automatically if the user type you are creating has any.
Editing Default Values
If you've added default values for any fields and you'd like to change them, you can follow the steps below:
Click on "Account" and then click on "Integrations & Add-ons".
Click on "Settings" under the Default Settings for New Profiles Add-on.
Find the field you'd like to change.
Set the new default value in the "Field Value" field.
Click on the "Save" button to save your changes.
Deleting Default Values
You can delete any of the default values you've set at anytime by following the steps below:
Click on "Account" and then click on "Integrations & Add-ons".
Click on "Settings" under the Default Settings for New Profiles Add-on.
Find the field you'd like to delete.
Click on the "X" button on the right-hand side to delete the default value.
Click on the "Save" button to save your changes.
NOTE: If you delete a field with a default value and don't click the "Save" button, the field will not be deleted.