Setting up Profile Questions

Profile questions are set up and edited in the Profiles Questions area under the Profiles tab.

Adding Sections

Once in the Profiles Questions area, click the Add Section button to create a section of the profile to add questions to. 

The Add Section window has multiple fields to be filled out. 

Name - The section name is open-ended and can be anything relevant to the project.  Keep in mind that if the visibility is participant facing, this will be seen by participants, observers and moderators.

Instructions - This field would be a sub-header to the section name and can contain instructions or notes related to the profile section. 

Profile Section Type - This field refers to what type of data entry the profile section allows.

Viewable By - These options allow you to customize who can see the section.

Moderators, project managers, and itracks internal team members will always see all profile sections and questions.

• All Users - Everyone will be able to see this section and see the responses of others in this project.  This setting should only be used in community-style settings where profiles can be shared.
• Users in Same group  - Everyone from the same user group can see this profile section of others
  
• Profile owner  - Only the profile owner will see this profile section of their own profile
• Moderator and Observers - Participants will not see this section when this setting is chosen. Observers, moderators, project managers, and itracks internal team members will see this section.
• Moderators Only - Participants and observers will not see this section when this setting is chosen. Moderators, project managers, and itracks internal team members will see this section.

Click Save when done.

Adding Questions

Once a section is added, click Add Field to start adding question fields.

The Add Field window will open, where the name of the field and whether it's required or not can be defined.

Click Save to save the question.