Admins can add and edit custom fields to the page of a member or a role. Organizations can use custom fields to add more information to roles, circles, or members - and improve the overall clarity.

For example, you can add a custom field Role Capacities to describe what the role does or Spoken Language for a member. It can be whatever you want to make things more clear and improve understanding of your organization.

Add a custom field

  • Click on your Profile icon and go to Administration
  • Click on Custom Fields
  • Click on Add a custom field
  • Create your custom field and apply it to Member or Roles. Custom fields applied to roles will also applied to circles.
  • Select your type:
    - Textarea: textarea allows users to enter multiple lines
    - Text: text field only has one line
    - Choice: gives the option to users to choose from different items.
  • Click Create

Edit custom fields

  • Go to your Admin menu, click Custom fields
  • Click on the 3 dots
  • Click on Edit custom field
  • Click Save

Note: The Apply to section cannot be changed. If you wish to switch this section from Role to Member or vice-versa, you will need to delete the custom field and make a new one.

Delete custom fields

  • Go to your Admin menu, click Custom fields
  • Click on the 3 dots
  • Click Delete custom field
  • Click Delete

Note: Deleting a custom field will delete all information entered by members for that custom field. There is no undoing this. We recommend ensuring there is no valuable information in these fields prior to deleting it.

Fill out custom fields

Custom fields for roles

  • Admins and Circle's members can fill out the custom fields on the role and circle page directly.

Custom fields for members

  • Admins can edit members in Manage users section. Click the 3 dots next to the member, select Edit Member
  • Members can fill out the custom fields on their Profile page.

All content published through custom fields will appear in the search results.

Note. Custom fields may also be used through the api.

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