TracCloud: General Profile Options - Revision history

Redrock at 20:46, 17 June 2026

2026-06-17T20:46:31Z

← Older revision		Revision as of 20:46, 17 June 2026
Line 5:		Line 5:
	<div class="pageTitle">General</div>		<div class="pageTitle">General</div>

	This tab, found in Other ➜ Other Options ➜ Profiles ➜ [Your profile] ➜ General, contains basic settings about your profile including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and staff are assigned to profiles, and then the centers within those profiles.		This tab, found in Other ➜ Other Options ➜ Profiles ➜ [Your profile] ➜ General, contains basic settings about your profile including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella holding all of your individual centers, reasons, and preferences. Groups and staff are assigned to profiles, and then the centers within those profiles.

	[[File:2971581.png\|800px]]<br><br>		[[File:2971581.png\|800px]]<br><br>

	*~~<b>~~Center Profile Name~~</b>~~		* '''Center Profile Name'''
	::This ~~will be~~ the name of your profile. Profile name typically won’t come up often in day-to-day ~~TracCloud~~ use, ~~but will show up~~ when ~~admins and staff are~~ modifying preferences, staff accounts, groups, ~~and more~~. [[~~TracCloudGuideGlobalSearchAvail~~\|Students can optionally be allowed to select a profile when searching for availabilities]]. If you have greater than 5 profiles, the staff schedule will automatically group centers into profile sub-menus to keep the list ~~organized~~.~~<br><br>~~		: This is the name of your profile. Profile name typically won’t come up often in day-to-day use, mostly being relevant when modifying preferences, staff accounts, groups, etc. [[TracCloud:_Search_Availability_Options\|Students can optionally be allowed to select a profile when searching for availabilities]]. If you have greater than 5 profiles, the staff schedule will automatically group centers into profile sub-menus to keep the list manageable.

	*~~<b>~~Staff Contact (Contact Phone~~</b>~~ and ~~<b>~~Contact Email)~~</b>~~		* '''Staff Contact''' (Contact Phone and Contact Email)
	::The primary contact information for your ~~Profile~~, typically the primary sysadmin. A staff account will need to be selected with the magnifying glass icon~~, which the~~ phone number and email address will be automatically pulled from. The primary contact is only visible to other ~~profile admins and sysadmins~~.~~<br><br>~~		: The primary contact information for your profile, typically the primary sysadmin. A staff account will need to be selected with the {{#fas:magnifying-glass}} icon. The phone number and email address will be automatically pulled from the chosen account. The primary contact is only visible to other administrators.

	* ~~<b>~~Profile Name / Badge on Scheduler~~</b>~~		* '''Profile Name / Badge on Scheduler'''
	::This text appears before the center name on the [[TracCloudGuideBasicsSchedule\|search availability]] results page.		: This text appears before the center name on the [[TracCloudGuideBasicsSchedule\|search availability]] results page.
	::[[File:2303020.png\|500px]]~~<br><br>~~		: [[File:2303020.png\|500px]]

	*~~<b>~~Name for Consultants~~</b>~~		* '''Name for Consultants'''
	::This preference determines the phrasing for your consultants throughout TracCloud. For example, if your campus uses the ~~term “Advisor~~,~~” “Tutor~~,” or ~~“Instructor,”~~ instead of ~~“Consultant~~,” you would select that here. This is only a visual change and does not affect functionality.~~<br><br>~~		: This preference determines the phrasing for your consultants throughout TracCloud. For example, if your campus uses the word ''advisor'', ''tutor'', or ''instructor'' instead of ''consultant'', you would select that here. This is only a visual change and does not affect functionality.

	*~~<b>~~Linked Student Field / Linked Consultant Field~~</b>~~		* '''Linked Student Field''' and '''Linked Consultant Field'''
	::Students can be linked ~~with~~ advisors~~/consultants~~ based on a field in their profile. Typically used for ~~Assigned Advisors~~ or ~~Majors~~. For example, if a student has "~~Mathematics~~" as their ~~major,~~ and consultants have a "~~Major~~" [[TracCloudGuideGlobalCustom\|custom field]] in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their ~~major~~. Advisor email address would be another common example. After fields are defined here, you can [[TracCloudGuideProfileCenters\|enable this feature in your individual centers.]]~~<br><br>~~		: Students can be linked to consultants/advisors based on a field in their profile. Typically used for assigned advisors or grad/undergrad. For example, if a student has "Grad" as their UG status and consultants have a "Grad" [[TracCloudGuideGlobalCustom\|custom field]] in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their G/UG status. Advisor email address would be another common example. After fields are defined here, you can [[TracCloudGuideProfileCenters\|enable this feature in your individual centers.]]

	* ~~<b>~~Optional formatting options~~</b>~~		* '''Optional formatting options'''
	::Define your preferred formatting for multiple student/consultant link values in student/consultant accounts. If your students have a maximum of one assigned consultant each, this field should ~~typically~~ be left blank. This functionality allows students to book with more than one assigned consultant, such as listing multiple majors in ~~the~~ consultant~~'s account~~ or multiple advisors in the student~~'s account~~.		: Define your preferred formatting for multiple student/consultant link values in student/consultant accounts. If your students have a maximum of one assigned consultant each, this field should be left blank. This functionality allows students to book with more than one assigned consultant, such as by listing multiple majors in consultant accounts or multiple advisors in the student accounts.

	::If the field data is simply separated by a specific special character (like , or <nowiki>\|</nowiki>), place that character into this field. If the field data is instead wrapped in specific delimiter characters, you can enter # surrounded by the delimiters. In this case, the data outside of these delimiters is ignored. See chart below for examples.		: If the field data is simply separated by a specific special character (like , or <nowiki>\|</nowiki>), place that character into this field. If the field data is instead wrapped in specific delimiter characters, you can enter # surrounded by the delimiters. In this case, the data outside of these delimiters is ignored. See chart below for examples.

	::{\| class="wikitable"		: {\| class="wikitable"
	\|-		\|-
	! Field Example !! Formatting Option		! Field Example !! Formatting Option
Line 47:		Line 47:
	\|}		\|}

	~~<br>~~		* '''Formatting Code Applies to'''
			: This determines what the above option applies to, student accounts or consultant accounts.
	* ~~<b>~~Formatting Code Applies to~~</b>~~
	::This determines what the above option applies to, student accounts or consultant accounts.

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]

Redrock at 16:56, 17 June 2026

2026-06-17T16:56:27Z

← Older revision		Revision as of 16:56, 17 June 2026
Line 1:		Line 1:
			<div class="categoryDynamic">
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	~~<div class="tcWidgetPage">~~
	~~<div class="categoryDynamic">~~
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>
Line 52:		Line 51:
	* <b>Formatting Code Applies to</b>		* <b>Formatting Code Applies to</b>
	::This determines what the above option applies to, student accounts or consultant accounts.		::This determines what the above option applies to, student accounts or consultant accounts.

	~~</div>~~

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]

Redrock at 20:50, 12 June 2026

2026-06-12T20:50:33Z

← Older revision		Revision as of 20:50, 12 June 2026
Line 6:		Line 6:
	<div class="pageTitle">General</div>		<div class="pageTitle">General</div>

	This tab contains basic settings about your profile including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and staff are assigned to profiles, and then the centers within those profiles.		This tab, found in Other ➜ Other Options ➜ Profiles ➜ [Your profile] ➜ General, contains basic settings about your profile including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and staff are assigned to profiles, and then the centers within those profiles.

	[[File:2971581.png\|800px]]<br><br>		[[File:2971581.png\|800px]]<br><br>

Redrock at 20:49, 12 June 2026

2026-06-12T20:49:48Z

← Older revision		Revision as of 20:49, 12 June 2026
Line 6:		Line 6:
	<div class="pageTitle">General</div>		<div class="pageTitle">General</div>

	~~The <b>General</b>~~ tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and ~~Staff~~ are assigned to profiles, and the centers within those profiles.		This tab contains basic settings about your profile including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and staff are assigned to profiles, and then the centers within those profiles.
	~~<br><br>~~
	[[File:2971581.png\|800px~~\|The "General" tab of a TracCloud Profile.~~]]<br><br>		[[File:2971581.png\|800px]]<br><br>

	*<b>Center Profile Name</b>		*<b>Center Profile Name</b>
Line 48:		Line 48:
	\|}		\|}

	~~<br>~~<br>		<br>

	* <b>Formatting Code Applies to</b>		* <b>Formatting Code Applies to</b>
	::This determines what the above option applies to, student accounts or consultant accounts.~~<br><br>~~		::This determines what the above option applies to, student accounts or consultant accounts.

	~~The following articles in this portion of our wiki will be covering the contents of the profile tabs, Centers, Groups, Staff & Consultants, Reasons, and Prefs.~~		</div>

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	~~<div class="keywords">Profiles</div>~~
	~~</div>~~

Redrock at 23:26, 30 March 2026

2026-03-30T23:26:45Z

← Older revision		Revision as of 23:26, 30 March 2026
Line 1:		Line 1:
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	<div class="~~categoryWide~~">		<div class="categoryDynamic">
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: General Profile Options"

2026-03-30T22:00:22Z

Removed protection from "TracCloud: General Profile Options"

← Older revision	Revision as of 22:00, 30 March 2026
(No difference)

Redrock at 16:32, 29 July 2025

2025-07-29T16:32:36Z

← Older revision		Revision as of 16:32, 29 July 2025
Line 4:		Line 4:
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>
	<~~big><b~~>General</~~big></b><br~~>		<div class="pageTitle">General</div>

	The <b>General</b> tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and Staff are assigned to profiles, and the centers within those profiles.		The <b>General</b> tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and Staff are assigned to profiles, and the centers within those profiles.
	<br><br>		<br><br>

Redrock at 18:47, 25 November 2024

2024-11-25T18:47:58Z

← Older revision		Revision as of 18:47, 25 November 2024
Line 54:		Line 54:
	The following articles in this portion of our wiki will be covering the contents of the profile tabs, Centers, Groups, Staff & Consultants, Reasons, and Prefs.		The following articles in this portion of our wiki will be covering the contents of the profile tabs, Centers, Groups, Staff & Consultants, Reasons, and Prefs.

	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
	<div class="keywords">Profiles</div>		<div class="keywords">Profiles</div>
	</div>		</div>

Redrock: Redrock moved page TracCloudGuideProfileGeneral to TracCloud: General Profile Options

2024-11-25T18:16:41Z

Redrock moved page TracCloud: General Profile Options to TracCloud: General Profile Options

← Older revision	Revision as of 18:16, 25 November 2024
(No difference)

Redrock at 23:52, 22 January 2024

2024-01-22T23:52:57Z

← Older revision		Revision as of 23:52, 22 January 2024
Line 38:		Line 38:
	\| Dave Smith<nowiki>\|</nowiki>Jane Doe \|\| <nowiki>\|</nowiki>		\| Dave Smith<nowiki>\|</nowiki>Jane Doe \|\| <nowiki>\|</nowiki>
	\|-		\|-
	\| [~~Lori Tran~~],[~~Dave Smith~~] \|\| [#]		\| [Dave Smith],[Jane Doe] \|\| [#]
	\|-		\|-
	\| [~~Lori Tran~~][~~Dave Smith~~] \|\| [#]		\| [Dave Smith][Jane Doe] \|\| [#]
	\|-		\|-
	\| '~~Lori Tran~~','~~Dave Smith~~' \|\| '#'		\| 'Dave Smith','Jane Doe' \|\| '#'
	\|-		\|-
	\| '~~Lori Tran~~' '~~Dave Smith~~' \|\| '#'		\| 'Dave Smith' 'Jane Doe' \|\| '#'
	\|}		\|}