{"id":13409,"date":"2024-02-13T13:46:08","date_gmt":"2024-02-13T18:46:08","guid":{"rendered":"https:\/\/www.med.unc.edu\/webguide\/?page_id=13409"},"modified":"2025-11-13T14:38:16","modified_gmt":"2025-11-13T19:38:16","slug":"create-a-profile","status":"publish","type":"page","link":"https:\/\/www.med.unc.edu\/webguide\/userguide\/people-directory\/new-people-directory\/create-a-profile\/","title":{"rendered":"Create a Profile"},"content":{"rendered":"<p>To create a new profile, select <strong>SOM Directory &gt; Add New<\/strong>\u00a0in the Dashboard.<\/p>\n<p>Many profile fields are self explanatory and will not be addressed in this documentation. This documentation will focus on tips, best practices and explanation of fields that generally need some clarification.<\/p>\n<h2>Title<\/h2>\n<p>This is the name that displays in the gallery view as well as the title on the persons individual profile page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-13410\" src=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-title.png\" alt=\"Example title for &quot;Ethan Basch, MD, MSc.&quot;\" width=\"200\" height=\"66\" srcset=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-title.png 285w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-title-280x94.png 280w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/p>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Body Content<\/h2>\n<p>The large field under the <strong>Title<\/strong> is the <strong>Body Content<\/strong>. Even though this field has no actual label, for documentation purposes this field will be referred to as the Body Content. This is where the bulk of the profile information will be added. You can add as much or as little information as you want. Common categories of information that our web sites like to add often include a person&#8217;s Research, Specialty Areas, Certifications, Awards, and Publications. Various types of content can be added to this field: images, video, shortcode, etc.<\/p>\n<p>Ensure you follow <a href=\"https:\/\/www.med.unc.edu\/webguide\/accessibility\/\">accessibility best practices<\/a> for all content added to this field.<\/p>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Directory Entry General Info Section<\/h2>\n<h3>Name<\/h3>\n<p>Enter the person\u2019s first and last name. This will be used to accurately sort the person in any galleries.<\/p>\n<h3>Telephone<\/h3>\n<ul>\n<li>Click the \u2018<strong>add telephone<\/strong>\u2019 button.<\/li>\n<li>You will be required to enter a label for the number (e.g., Office, Lab, Scheduling, etc.).<\/li>\n<li>Enter a phone number with no spaces or hyphens.<\/li>\n<li>You can add multiple telephone numbers.<\/li>\n<li>Sort the display order by dragging and dropping the entry number in the left-hand side.<\/li>\n<li>Remove a number by clicking the \u2018-\u2018 that appears when hovering over the number.<\/li>\n<\/ul>\n<h3>Address<\/h3>\n<ul>\n<li>Click the \u2018<strong>add address<\/strong>\u2019 button.<\/li>\n<li>You will be required to enter a label for the location (e.g., Office, Lab, etc.).<\/li>\n<li>You can add multiple addresses.<\/li>\n<li>Sort the display order by dragging and dropping an entry on the left-hand side.<\/li>\n<li>Remove a location by clicking on the \u2018-\u2018 that appears when hovering over an address.<\/li>\n<\/ul>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Directory Entry Professional Info<\/h2>\n<h3>Positions<\/h3>\n<p>Only the first two positions will show in a gallery view. All positions will show on a single profile view.<\/p>\n<h3>Resources<\/h3>\n<p>If a person has a PubMed RSS feed, a PDF copy of their CV or resume, or another type of professional document, use the Resources section. Links other than a RSS feed or media library article should go in the \u2018<strong>External Links<\/strong>\u2019 field under the \u201c<strong>Directory Entry Data and Layout<\/strong>\u201d section.<\/p>\n<ul>\n<li>Click on \u2018<strong>Add Resource<\/strong>\u2019 button.<\/li>\n<li>Use the Drop-down to assign what type of resource it is.<\/li>\n<li>Add the URL of the item.<\/li>\n<li>Enter the link text (e.g.: PubMed RSS Feed).<\/li>\n<li>You can add multiple resources.<\/li>\n<li>Sort the display order by drag and dropping the entry number on the left-hand side.<\/li>\n<li>Remove a resource by clicking on the &#8216;<strong>&#8211;<\/strong>&#8216;\u00a0that appears when hovering over an entry.<\/li>\n<\/ul>\n<p><span style=\"color: #993300;\"><strong>Important!<\/strong><\/span> Please ensure that uploaded CV files and other resources are meant for public consumption. We had an incident where profiles from a School of Medicine departments were temporarily taken down because CV files containing home phone numbers, email addresses as well as home addresses were uploaded to profiles. Doctors from this department started receiving calls and emails at home from their patients. If you are not the original creator of the CV \/ resource files, please check to ensure they are intended for the general public.<\/p>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Directory Entry Academic Info<\/h2>\n<p>This section should be used to highlight the person\u2019s formal academic background and any special programs or degrees obtained. This is not the area for past work history or positions held. If used, this section will create a specially styled block of content within the bio to highlight the information entered.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-13417\" src=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-academic-info.png\" alt=\"Example of what the Academic Info section looks like on a profile.\" width=\"500\" height=\"132\" srcset=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-academic-info.png 725w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-academic-info-300x79.png 300w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-academic-info-600x158.png 600w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-academic-info-560x148.png 560w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/p>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Directory Entry Data and Layout<\/h2>\n<h3>Options<\/h3>\n<p>By default, all profiles in a gallery will link to a full profile page. Selecting the <strong>Don&#8217;t Link Profile<\/strong> option allows you to create a profile that displays in a gallery but doesn&#8217;t link to a profile page. Profiles for administrative personnel often use this option.<\/p>\n<h3>Sort Order<\/h3>\n<p>Use the Sort Order to customize the position a profile displays in a gallery. Profiles sort alphabetically by last name in the gallery view. This can be overridden to force a profile to display at the beginning of a gallery. This option is often used for department chairs and center directors. All other profiles will display alphabetically by last name after these prioritized profiles. Larger numbers apply greater preference than smaller numbers. For example, a person assigned number 99 will show before someone assigned number 1.<\/p>\n<h3>Gallery Summary<\/h3>\n<p>By default, a gallery will display the name, first two positions (professional titles), contact information (phone and email) and gallery summary for every profile.<\/p>\n<p>Use the \u201cGallery Summary\u201d section to include additional information that you would like to display in a gallery. This content will only display in a gallery, not on a persons individual profile.<\/p>\n<h3>Quote<\/h3>\n<p>This displays a stylized quote on the profile page.<\/p>\n<ol>\n<li>Click on \u2018<strong>Add Row<\/strong>\u2019<\/li>\n<li>Add the quote and the optional Author of the quote<\/li>\n<\/ol>\n<p>An example of a quote can be seen in the screenshot below or on <a href=\"https:\/\/www.med.unc.edu\/medicine\/oncology\/people\/yara-abdou-md\/\">Yara Abdou&#8217;s profile<\/a>.<\/p>\n<figure id=\"attachment_13421\" class=\"thumbnail wp-caption alignnone\" style=\"width: 410px\"><a href=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-13421\" src=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou.png\" alt=\"Example profile with a quote.\" width=\"400\" height=\"720\" srcset=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou.png 1485w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-167x300.png 167w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-569x1024.png 569w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-768x1382.png 768w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-853x1536.png 853w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-1138x2048.png 1138w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-600x1080.png 600w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2024\/02\/directory-yara-abdou-560x1008.png 560w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><figcaption class=\"caption wp-caption-text\">click on image for a larger view<\/figcaption><\/figure>\n<h3>Top Doctor Icon &amp; Best Doctor Icon<\/h3>\n<p>If the person has been listed on the Castle Connolly Top Doctor or the Best Doctor lists, selecting the corresponding check box will put the logo of the award under the person\u2019s profile photo on their profile page.<\/p>\n<h3>Refer Patient Button &amp; Schedule Appointment Button<\/h3>\n<p>These options will add a blue button, near the contact information, in the sidebar of the person\u2019s profile. The intention is to use these buttons to call-out where\/how to refer or schedule with this doctor. These buttons will most likely link to pages either on the main department website or to the person\u2019s corresponding UNC Health profile.<\/p>\n<h3>External Links<\/h3>\n<p>Links to other profiles or websites associated with a person can be added here.<\/p>\n<ol>\n<li>Click the \u2018Add Row\u2019 button.<\/li>\n<li>Add some descriptive link text.<\/li>\n<li>Add the URL.<\/li>\n<\/ol>\n<p>You can add multiple External Links, sort the display order by drag and dropping the entry number in the left-hand side, or remove a link by clicking on the \u2018-\u2018 that appears when hovering over the number.<\/p>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Page Links To<\/h2>\n<p>By default, all profiles in a gallery link to a persons individual profile page. The <strong>Page Links To<\/strong> option allows you to link to an external web site instead. This is useful for people who already have a profile on another web site, such as Find a Doc.\u00a0 This option also works well for lab or division web sites who can link to profiles maintained on their department web site. It helps avoid duplicate content and the need to maintain profile information on multiple web sites.<\/p>\n<p>In the <strong>Page Links to Box<\/strong>, select <strong>A Custom URL option<\/strong>.\u00a0 Paste in the url that the profile should link to.<span class=\"imgBorderMed\"><br \/>\n<a href=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-8267\" src=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To-300x136.png\" alt=\"Screenshot of the Page Links To option.\" width=\"450\" height=\"205\" srcset=\"https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To-300x136.png 300w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To-1024x465.png 1024w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To-768x349.png 768w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To-600x273.png 600w, https:\/\/www.med.unc.edu\/webguide\/wp-content\/uploads\/sites\/419\/2019\/11\/Page-Links-To.png 1144w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/span><\/p>\n<p>If you do not see this option on profiles, then the <strong>Page Links To<\/strong> plugin needs to be activated on your website. Only people with the <a href=\"https:\/\/www.med.unc.edu\/webguide\/userguide\/sharing-permissions\/\">Administrator role<\/a> can manage plugins.<\/p>\n<hr  style=\"margin:40px 0\"class=\" rule-thin osc-rule\" \/>\n<h2>Right-Hand Column<\/h2>\n<h3>Publish<\/h3>\n<p>View the <a href=\"https:\/\/www.med.unc.edu\/webguide\/userguide\/news-events\/publish-states\/\">Publishing States<\/a> documentation to learn how to save changes to a profile or publish it so site visitors can see it.<\/p>\n<h3>Divisions<\/h3>\n<p>If applicable, select any Divisions that the person belongs to.<\/p>\n<h3>Featured Image<\/h3>\n<p>This is where a person&#8217;s profile image needs to be added. The featured image will automatically display in all galleries as well as a persons profile page.\u00a0 If no photo is uploaded, a generic Old Well image will display instead.<\/p>\n<p>Feature images should be cropped to a <strong>3 x 4 aspect ratio<\/strong>. Cropping them to <strong>600 pixels wide by 800 pixels tall<\/strong> format is ideal.<\/p>\n<p>For consistency, try to crop all your headshots in a similar fashion, with the same amount of white space around the head and shoulders.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To create a new profile, select SOM Directory &gt; Add New\u00a0in the Dashboard. Many profile fields are self explanatory and will not be addressed in this documentation. This documentation will focus on tips, best practices and explanation of fields that generally need some clarification. Title This is the name that displays in the gallery view &hellip; <a href=\"https:\/\/www.med.unc.edu\/webguide\/userguide\/people-directory\/new-people-directory\/create-a-profile\/\" aria-label=\"Read more about Create a Profile\">Read more<\/a><\/p>\n","protected":false},"author":3206,"featured_media":0,"parent":13397,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"layout":"","cellInformation":"","apiCallInformation":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-13409","page","type-page","status-publish","hentry","odd"],"acf":[],"_links_to":[],"_links_to_target":[],"_links":{"self":[{"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/pages\/13409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/users\/3206"}],"replies":[{"embeddable":true,"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/comments?post=13409"}],"version-history":[{"count":0,"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/pages\/13409\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/pages\/13397"}],"wp:attachment":[{"href":"https:\/\/www.med.unc.edu\/webguide\/wp-json\/wp\/v2\/media?parent=13409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}