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User fields

  • Updated

Create custom fields for workspace user profiles to gather additional information, such as job title or payroll number. You can create up to 10 custom user fields.

✅ Before you start: You need the Site admin or Admin role.

Add a custom user field

  1. Go to Setup → Workspaces.
  2. Search for and edit the target Workspace.
  3. Click the User fields menu.
  4. Click Add field.
  5. Type the name of the new field and choose a format:
    • Date
    • Email
    • Phone
    • Text
    • Text Only
  6. Some fields allow you to set Minimum/Maximum characters.
  7. Add Help text to explain the field in more detail.
  8. Tick the checkbox next to User must provide information to make the field mandatory. This rule applies to all existing learners as well.

Once created, you can also toggle a field as mandatory from the User fields menu.

ℹ️ Existing users are directed to the user information page and cannot leave it until they complete mandatory fields.

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