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Managing custom fields for members, roles and circles
Managing custom fields for members, roles and circles

Learn how to add, edit and delete custom fields on member profiles, roles and circles

Karolina Krawczyk avatar
Written by Karolina Krawczyk
Updated over a week ago

👉 Custom fields for roles and members are limited with Rise plan, 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.


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).

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