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kikoma
Level 3

prevent end users from editing profile info

Is there a setting that i can enable to prevent users from updating their profile in the end user portal?

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(4) Replies
cfischer
Revenera
Revenera

Hi, unfortunately no, any particular reasons why you would like to do this?

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We are implementing OKTA for our customer sso and would want to drive the customer to update their profile information from their OKTA profile. Once they make changes in their OKTA profile that would change the profile information in their FNO profile.
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jberthold
Revenera Moderator Revenera Moderator
Revenera Moderator

Hi @kikoma ,

Presently a user permission does not exist to disable profile editing.  One workaround would be to enable the Shared Login attribute at the User level.  Although not the primary intended function,  this attribute does disable user profile editing.   Note you will also want to make sure that the users are also not portal administrators so that their profile cannot be edited via the List users menu option.

Feel free to submit the ability to enable/disable profile editing via role permission as an enhancement request. 

Best regards, 

 

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wmarek1
Revenera Moderator Revenera Moderator
Revenera Moderator

I believe the best solution long term is for Flexera to provide a Role-based permission to disable Profile editing.

In the meantime, we have come up with a more universal workaround that doesn't require changing all of your existing users or code changes.

A producer user can upload custom.css for the customer portal that includes instructions for hiding the Profile menu option.
If you do not currently have a custom css in place, you can create a text file containing:
.Portal_Header_Profile_Link {
    display: none!important;
}
Then upload it using PP System->Configure->End-User Portal Setup->Custom Branding->Upload CSS
If you have an existing custom.css, then they should edit it and add the snippet above to the end before re-uploading.
Make sure you logout of the customer portal. I had to clear the cache and force a refresh using Ctrl-F5 on Chrome and Firefox. IE needed to be restarted in order to see the UI changes resulting from the custom css.
 
If doing this for SSO purposes then, in addition to adding custom css, the producer should disable editing users in the EP by changing portal roles (like Portal Admin User and Portal User) to remove the Manage Users permission. Make sure you unselect the one under Account Permissions - End-User Portal as well as View and Manage Users. 
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