Customize user profile fields

Add user profile fields to match the user profile fields in the directory of your organization.

When you customize user profile fields, you can add predefined fields, create custom fields, and remove fields. When you modify a field, you can change any of its attributes. You can also designate a field as required, or add a comment describing a field.

Note: Do not create multiple custom fields with the same name.

Include user profile fields

  1. Click the Administration tab at the top of the Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.

    The list of the user profile fields appears; First Name, Last Name, and E‑mail are flagged with red asterisks (*) to indicate that they are required.

  4. Select the check box for any field on this page that you want to include as part of the user account profile.
  5. To move an item up or down in the list, select its check box and click the Shift Up or Shift Down button.

    The information in the user profile fields is displayed in reports. Reports display mandatory fields and the first ten fields listed in the Customize User Profile screen. Use the Shift Up and Shift Down buttons to move fields into the desired positions.

Add predefined fields

  1. Click the Administration tab at the top of the Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Click the Add Predefined Field button.
  5. Click the check box for any fields that you want to add.
  6. Click Save.
  7. To move an item up or down in the list, select its check box and click the Shift Up or Shift Down button.

Create custom fields

  1. Click the Administration tab at the top of the Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Click the New Field button.
  5. Type a name for this field.

    If you want, you can type a comment in the Comment text input box. You can also select the Required check box for the Field Type if you want this field to be required.

  6. Click Save.
  7. To move an item up or down in the list, select its check box and click the Shift Up or Shift Down button.

Modify user profile fields

  1. Click the Administration tab at the top of the Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Click the name of the field that you want to modify to open it.
  5. Do any of the following:

    • Change the field name. (Although you can change it, you cannot delete it.)

    • Type, change, or delete a comment in the Comment text input box.

    • Select or deselect the Required check box for the Field Type.

  6. Click Save.

Remove user profile fields

  1. Click the Administration tab at the top of the Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Select the check boxes for the fields that you want to remove.
  5. Click Remove.
  6. On the remove confirmation page, click Remove to delete these fields, or click Cancel to cancel the operation.

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