User fields appear on the registration form and can be viewed on a user's profile settings. They are also included in both user and application exports.
Add a user field
- In the Manage workspace, go to Settings > Users > Fields
- Select Add field
- Select the User field radio button and click Next
- Enter a field Label (seen by applicants)
- Add a Short title to help identify the field
- (Optional) Enter a Field order to control the order of fields
- Choose the field type and configure any field specific options
- Choose whether the field applies to all seasons or just the active one; see: User fields and seasons
- Select the roles the field applies to, selecting Read and Write to give access and Required if completing the field is mandatory
- Select Data protection options based on the nature of the data being collected; see: Data protection on fields
- Check the Available in advanced search box to add this field to the search filter in the Users section if present
- Click Save
Delete a user field
- In the Manage workspace, go to Settings > Applications > Fields
- Click Advanced in the search bar
- Set the Resource field to Users
- Hit Search
- Click the checkbox next to the field/fields you wish to remove
- Open the Action drop-down
- Choose Delete
Good to know
- Short titles are used by grant managers to identify the field within the platform. Applicants also see a field's short title in warning messages when a required field is left empty, so make sure it is understandable.
- User fields always appear after the default required registration fields.
- Once saved, the field is immediately functional on the registration form.
- The field is created for the currently selected season within Settings > Users > Fields.
- Only required fields display on step one of registration.
- If a user registered before a new field was added, they will be prompted to complete it the next time they log in.
Video overview