👉 Custom fields for roles and members are limited with the Start and Rise plans, and unlimited with the Scale and Enterprise plans. Find out more!
Administrators can create or edit custom fields visible on members' profiles, as well as roles and circles' pages. Custom fields are used to display additional information and they apply to all members or roles/circles in the organization.
The attributes come up using the search tool: you can use them to help people easily find what they're looking for in your organization.
📌 Note: Custom fields can also be used with the API.
Add a custom field to a member's profile
Click on your avatar and select Administration
Click Members fields
Click Add a member field
Complete the Title and Description
Select the type:
Textarea: allows users to enter multiple lines of text
Text: the text field has only one line
Choice: allows users to choose from different answers
Click on Create to confirm
Custom fields are visible on the profile of all members in the organization and can be filled in by members themselves as well as administrators.
Edit or delete a custom field from members' profile
Click on your avatar and select Administration
Click Members fields
Click on the 3 dots to the right of the desired field
Click Edit custom field or Delete custom field
Click on Save to confirm
⚠️ Important: Deleting a custom field deletes all the information in it from all member profiles. Make sure there is no important information in these fields before deleting them.
Add a custom field to roles and circles
Click on your avatar and select Administration
Click on Role fields
Click on the Add a custom field button
Select the type:
Choice: allows users to choose from different answers
Text: text field has only one line
Textarea: text field with multiple lines
Complete the Title and Description
Click on Create field to confirm
The custom field will show on all roles and circles' pages in your organization.
Edit or delete a custom field from roles and circles
Click on your avatar and select Administration
Click Role fields
Click on the 3 dots to the right of the desired field
Click Edit custom field or Delete custom field
Click on Save to confirm
How to add information to custom fields?
Admins and circle members can fill custom fields directly from the role or circle page.
Members can fill in custom fields from their account settings.
Adding Role and Circle Highlights based on custom fields
Based on Role and Circle Fields, Highlights are feature presenting colours applied to roles and circles which contain certain fields. The colours will be applied to the chart and visible to all members, together with a legend based on the rules you defined.
As an Admin, you can apply colours to your chart by defining certain rules depending on the role and circle fields (set by default or customized).
