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This article will discuss how to access, view, and edit various templates.

 

To view the default profile templates:

Go to your organization in Motivity, scroll all the way to the bottom, and click on "Settings." 

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From there, you will click on "Profile Templates"

 

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You will see the following templates:

  • Learner Profile Templates
  • Member Profile Templates
  • Organization Profile Templates

If you click on each individual template type, you can view the default information each template will display.  Unfortunately, these templates are not editable at this time.  This is a coming feature and you will be notified of its release! 

 

Learner Profiles

From there, you can edit each individual learner's profile with their information from the fields saved in the template, as described here: How to edit a learner's profile

 

Member Profiles

To edit individual members' profiles, you will click "Members." From there, you will be able to see all of the members within your organization.

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Select the member's profile that you wish to edit. From there, you will be able to edit all of the information populated from the Member Profile Template. In this section, you can also assign a learner or role to this member (top right).

 

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Organization Profile

Finally, to access and edit your organization's profile, you will click "Settings" and then "Organization Profile." Similarly, you will be able to edit all of the information populated from the Organization Profile Template. You will find your Implementation and Training Materials will be linked within the Notes section of your Organization Profile.

 

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Last Updated: 5/16/23

 

 

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