Refining the User Profile: new menus and customisable text arrive in version 2.80.2.0

Following the positive reception to our updated user profile landing page, released last year, we’ve continued streamlining the user and operator interfaces and are now ready to release the next phase. With the release of version 2.80.8.0, we’re excited to roll out several refinements that make accessing key functions faster and allow you to customise the customer-facing experience for your audiences.

Customisation Focus: Personalising the user profile link

For the first time, you now have control over the text of the customer profile link on your website’s front-end. This is a significant quality-of-life improvement for organisations looking to match the system language to their brand tone.

The Log In call to action remains unchanged.
The default logged-in view, showing the customer’s name (email address is displayed if the name is not available).

For customers using your /sales pages, you can now add a call to action to guide users to their profiles and a welcome message. In our example, we’ve gone with “Profile & Orders”; other suggestions might be “My Account” or “My Bookings”, but as with most fields in Monad Ticketing, this is fully customisable to suit your tone and feel.

The new user profile call to action displays “Profile & Orders”.
The new welcome message can now read “Hello user name or email address”.

You can update one or both fields, using the system’s localisation tools in the resource set usercontrols\logininfo:

Navigate to Localisation in Settings > System > Localisation
Update the relevant fields.

Please contact the support team if you would like additional guidance with this process.

Streamlined Access: updates to the user profile

Once a user with the Public permission logs into their account, clicking on their profile will pop up the new quick-access profile menu. The number of options available to them is controlled by the system’s Role Permissions.

The new quick-access profile menu displays the options available to a customer, which could include: Log Out, Tickets, Orders, Contact Information, Account Security, Memberships & Access and Financial options.

Streamlined Access: updates to the operator tools

This change is carried through to the operator functionality. Clicking into the profile menu here will give operators access to the Log Out option. If using Monad Ticketing’s Shift functionality, the End Shift option is also available here.

The old interface with username or email displayed alongside the Log Out button.
The updated display with Log Out and End Shift available via the quick-access menu.

Quick-access user menu, simplified options for operators

When an operator has selected a context user, with the Look Up or Customer search, they can access the user profile options with the same quick-access menu by clicking on their name. As with the public permission, the options that are available to an operator are customisable with ‘Role Permissions’:

The quick-access menu displays Tickets, Orders, Reservations, Contact Information, Account Security, Membership & Access, Financial and CRM.

These options have been refined and regrouped, decreasing from the maximum of 18 to a more manageable eight, if all functionality is available to a user.

Consistency Across the Platform: Refreshed Profile Detail Pages

The work to simplify the user profile doesn’t stop at the homepage. We have now updated the clear, card-based interface, creating key detail previews in new groupings within the operator and customer profiles.

Navigating sub-sections like Contact Information, CRM, and Financial is now consistent with the main profile view, featuring clear icons and explanatory text. This consistency improves usability across the entire Monad system, making it faster to find and manage specific data.

Contact Information

“Contact Information” brings the previously independent tiles detailing personal information, addresses, telephone numbers, contact preferences and additional questions (user custom forms) together.

Membership & Access

“Membership & Access” splits customer statuses and access statuses, grouping them alongside the Access Card.

Clicking into either section still takes you to the grouping page where, as an operator, you can edit and add statuses. The access card tile directs you to the access card integration, where you can call a user’s details with their access card number.

CRM

The ‘CRM’ tile groups linked accounts, additional questions (user custom forms), tags, prospects, history overview and topics, alongside the user sales statistics.

Financial

Financial groups, and previews Gift Aid Declarations, Account Credit and Direct Debit mandates.

The Big Picture

This suite of updates delivers on our ongoing commitment to create the most efficient and customisable ticketing platform for customers and operators. We believe these changes will improve operator efficiency by minimising clicks and provide your organisation with greater control over the self-service customer journey.

As always, we’d love to hear your feedback. Please do email support@monadticketing.com if you have any thoughts you’d like to share.