Profile & Organization Management | Hortiprise Documentation

Profile Management Overview

The Profile Management system provides a comprehensive, step-by-step approach to setting up and managing your personal information, organization details, and business terms through an intuitive multi-step interface.

Multi-Step Profile Setup

Step-by-Step Configuration

The profile setup is organized into three key sections:

Step 1: Profile

Personal Information

Name, contact details, preferences

Step 2: Organization

Business Details

Company info, business structure

Step 3: Terms & Conditions

Business Terms

Legal agreements, policies

Progressive Step Navigation

Interactive Step Navigation

Visual Progress Indicator: Ant Design Steps component showing current progress
Clickable Navigation: Users can click on any step to navigate directly
Icon Representation: Each step has a descriptive icon for easy identification
Step Descriptions: Clear descriptions help users understand each section
Current Step Highlighting: Visual indication of the active step

Profile Information Management

Personal Information Form

ProfileForm Component Features:

Personal Details: Name, email, phone number, and contact information
Profile Picture: Upload and manage profile photos
Contact Preferences: Communication and notification preferences
Validation: Form validation ensures data integrity
Auto-save: Automatic saving of profile changes
Success Feedback: Confirmation messages for successful updates

Organization Details Management

Business Information Form

OrganizationDetailsForm Component Features:

Company Information: Business name, type, and registration details
Address Management: Complete business address information
Contact Details: Business phone, email, and website
Industry Classification: Agricultural sector and specialization
Business Scale: Size and scope of operations
Tax Information: Business registration and tax details
Success Notifications: Confirmation of successful data saving

Terms and Conditions Management

Business Terms Configuration

TermsConditionsForm Component Features:

Legal Agreements: Review and accept terms of service
Privacy Policy: Data handling and privacy agreements
Business Terms: Commercial terms and conditions
Compliance Tracking: Record of accepted terms and dates
Version Management: Track changes to terms over time
Required Acknowledgments: Mandatory acceptance of key terms

Best Practices

Profile Management Tips

Complete all profile sections to unlock full platform features
Keep organization details updated for accurate business representation
Review and accept terms and conditions to ensure compliance
Upload a professional profile picture for better team collaboration
Verify contact information for important notifications
Update business information when company details change
Regularly review privacy settings and data sharing preferences