Create a New Profile Field

Users can create a profile field and depending on the field, configure its standard and specific settings.

To add a new profile field, follow the steps below.

  1. Click on the Create a new profile field dropdown button and select from the following available options.
    1. Checkbox
    2. Date/Time
    3. Dropdown Menu
    4. Text Area
    5. Text Input
  2. The profile fields have certain settings in common while some profile field-specific settings.
    1. Common Settings
      Setting Name Type Description
      Short Name (Must be Unique) Free Text Provide a short name to the field
      Name Free Text Provide a name to the field. This will be the display name.
      Description of the Field Free Text Add a brief description of the field.
      Is This Field Required? Dropdown Select Yes or No
      Should The Data be Unique Dropdown Select Yes or No
      Display on the Sign-Up Page? Dropdown Select Yes or No
      Who is this field visible to? Dropdown Select from the available dropdown options

    2. Specific Settings
      1. Checkbox
        Setting Name Type Description
        Checked By Default Dropdown Select Yes or No.

      2. Date/Time
        Setting Name Type Description
        Start Year Dropdown Choose the start year for the profile field to become active.
        End Year Dropdown Choose the end year for the profile field's activity.
        Include Time Checkbox Click on the checkbox to display the time along with the dates.

      3. Dropdown
        Setting Name Type Description
        Menu Options Free Text Enter the required number of options; one per line
        Default Value Free Text Enter a default value for this option.

      4. Text Area
        Setting Name Type Description
        Default Value Free Text Enter the required text in the description box that will appear against the Name configured in Common Settings.

      5. Text Input
        Setting Name Type Description
        Default Value Free Text Enter the required text in the description box that will appear against the Name configured in Common Settings.
        Display Size Number Set the display size.
        Maximum Length Number Define the maximum number of characters a user can enter in this field.
        Is This A Password Field? Dropdown Select Yes or No
        Link Free Text To transform the text into a link, enter a URL containing $$, where $$ will be replaced with the text.
        Link Target Dropdown Select any one of the options from the dropdown.

  3. Click on the Save Changes button on each profile field's configuration screen and they will appear on the Additional Profile Fields screen.

  4. Depending upon the settings configured, the new profile fields will appear on the User Details screen.

  5. Click on Edit Profile to make changes to these fields. These fields appear in the Company Profile section.