How to Customize User Profile Fields

How to Customise User Profile Fields

Summary: This video guides administrators through customizing user profile fields to tailor the staff directory and user profiles to better fit your organization’s needs. You’ll learn how to rename fields, update tooltips, reorder fields, and control visibility to create a more meaningful and organized directory experience.

Key Features:

Accessing Customization: Find the option under the Users section in the sidebar, then select Customize User Profile Fields.

Editing Fields: Click the pencil icon next to any field to rename it, change the tooltip (hover text), or update its category.

Reordering Fields: Swap the order of fields by editing their positions to prioritize what’s most important.

Visibility Control: Choose which fields appear in the staff directory by toggling the visibility checkbox—hidden fields won’t show in the directory or in expanded profile views.

Live Updates: Changes are reflected immediately in the staff directory and user profiles once saved.

Example Use Case: Changing the default Team field to Department, updating the tooltip to explain the field’s purpose, and keeping it visible in the profile category for name and job title. This helps make the directory clearer and more relevant to your organizational structure.

Benefits:

Tailored Directory Experience: Present staff information in ways that best fit your company’s terminology and structure.

Cleaner Profiles: Hide unnecessary fields to reduce clutter.

Improved User Understanding: Tooltips provide helpful context for each profile field.

Easy Management: Simple interface allows quick and clear edits without needing technical skills.