Managing Profile Fields

Overview

Adding custom fields to your domain's user profiles provides a means to gather tailored information that aligns with specific business needs and processes. These fields allow organizations to capture unique data points relevant to their operations, such as employee IDs, departmental affiliations, project roles, or specialized skills. By incorporating custom fields into user profiles, companies can enhance data accuracy, enabling more detailed reporting and analysis. This customization supports internal workflows and ensures that essential information is readily available for decision-making and operational optimization. Overall, custom fields empower companies to adapt their user profiles to reflect the unique requirements and nuances of their business environment.

Configuring Profile Fields

To configure a profile field/custom field, click the (Edit) button for the preferred field to open the Field Properties pop-up:

In the Field Properties pop-up, click the toggle bar for Required Field to set the field as a mandatory profile field on the User Portal.

Choose the preferred Edit mode for the profile filed.

• Editable: Select the Editable option to allow users to edit the content in the profile field.

• Read Only: Select the Read Only option to restrict users from editing the content in the profile field. If selected, only network admins can edit the content in the profile field.

Enter the character limit in the Character Limit text box for the profile field.

Enter any optional help/info text for the profile field in the Info Text text box.

Click the toggle bar for the User Controlled Visibility for the profile field. If enabled, this allows users to mark the profile field Public or Private to their preference and choose to display/hide its value from other users on the domain.

Choose the preferred Default Visibility of the profile field on the User Portal.

• Public: Select the Public option to, by default, display the content of the field to all users on the domain.

• Private: Select the Private option to, by default, hide the content of the field from all users on the domain.

Click the Save button to save the configurations to the profile field. Then, click the Save Settings button to save the profile configurations to the People module.

Adding a New Custom Field

Custom fields let you add additional data to people in MangoApps. You can create a field for stage, priority, cost, or anything else that’s important to your workflow, team, and company.

To add a new custom field, click the Setup Custom Fields button to open the Setup Custom Fields pop-up:

In the Setup Custom Fields pop-up, click the New Custom Field button.

Enter the Title for the new custom field in the Field Name text box. This is the title which will appear on a user's profile if this custom field is enabled.

Select the Type of the Field from the drop-down list.

Optionally, mark the Available as Search Filter check box to add the custom field to the search filters list on the User Portal to allow users to search the People directory using the custom fields.

Once satisfied, click the Save button.

Managing Custom Fields

Editing a Custom Field

In the Setup Custom Fields pop-up, click the(three dots) button for a field and then click Edit to edit the custom field.

Deleting a Custom Field

In the Setup Custom Fields pop-up, click the(three dots) button for a field and then click Delete to delete the custom field.