HOW TO: Login, search for and manage profiles - Articles

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Posted by: Landry Butler on Feb 23, 2012

Logging In

Enter your email address in the username field and your password in the password field to log in to the TBA website and member database.

Fig. 1: User login form — this form is used for all users: staff, members and others as needed
Fig. 1: User login form — this form is used for all users: staff, members and others as needed.

Fig. 2: TBA Administration page with left-hand admin menu visible

Fig. 2: TBA Administration page with left-hand admin menu visible

Once you are logged in, you will be taken to the TBA Administration page. You can return to the public website by clicking on the word HOME that is at the top left of the page, just above the words TBA Administration.

TIP: You may want to bookmark the TBA Administration page so that you can return to it easily. You can also get back to it by using the pop out menu at the left side of your browser window. Just click on the little wrench at the top left corner of the page.  This gives you a menu of the Administrative pages you can access. Click on Administer at the top, and then select TBA Administration from the list below it to return to the TBA Administration page. You can collapse the admin menu by clicking on the white x at the top left of the page.

The new database contains all TBA members and staff. It also includes other non-members as needed.  You can search the database for the profiles of everyone included.

Searching the Database

The TBA Administration page has a search form across the top, with the same fields that were in the Quick Search page on the TBALink website. This search page offers a few more options including the ability to have what you type in the field be exact, contained, not equal, etc.

Hit the APPLY button to perform the search. The results will appear below the search form. Click on the user's BPR number you want to display and more detailed information will be displayed on a new page.

Fig. 3: Database search with search form highlighted and results displayed below

Fig. 3: Database search with search form highlighted and results displayed below

Advanced Search

To conduct a more detailed member search, similar to the Search Form on the TBALink website, find the Users section in the middle column and select Search/Export Users. There is a small button at the bottom left titled "CSV" that will export the results of your search in a comma-delimited text format. This exports in a batch mode and may take a few minutes depending on the size of the search result.

Fig. 4: Search results with CSV export button highlighted

Fig. 4: Search results with CSV export button highlighted

You will be presented with a dialog box after the batch is complete requesting what to do with the file. We recommend that you save it as a file.

Fig. 5: Data export was successful

Fig. 5: Data export was successful

To open the file, launch Excel, then choose open from the file menu and locate the file. In the dialog box that appears, choose to have it read as comma delimited date. There are several fields you will want to set as "text" while going through this dialog box so that the data does not get altered. These fields are are: name(BPR#), all 4 phone numbers and postal code. Import birth date as "date" with MDY format.

Fig. 6: Excel import wizard with comma-delimited option highlighted

Fig. 6: Excel import wizard with comma-delimited option highlighted

Fig. 6a: Excel import wizard showing BPR field set to “text” type.

Fig. 6a: Excel import wizard showing BPR field set to “text” type.

Updating Your Own Profile

You can use the search functions described above to find your own profile on the site, or you can go to the home page and click on the Update Information link at the top right of any page. If you are not logged in at this time, you will be taken to a log-in form. If you are already logged in, you will be taken to your profile page, where you can update your information. After you make changes, scroll to the bottom of the page and hit the save button to record the changes.

Updating a Member Profile

If you need to update information on a member or speaker, add a photograph or bio, you can do so or they can do so from their own computer. If you want to make the changes, you can use the search tool on the TBA Administration page.

Fig. 7: A sample profile page

Fig. 7: A sample profile page

List other HOW TOs here?

  • HOW TO: Login, search for and manage profiles
  • HOW TO: Create a newsletter
  • HOW TO: Update the Journal
  • HOW TO: Manage group content
  • HOW TO: Update the Home Page