Managing user profile fields

Managing user profile fields

Overview

Zoho Connects lets you create multiple user profile fields that are shown on the user's profile. This helps in creating a rich profile for every user with information regarding their skills, interests, and more. 

Who can manage the user profile fields? 

Only the network admins can add, edit, and delete profile fields. 

Field Permissions

Field Permissions are a set of options that are used to determine the scope of a profile field. 

Allow users to edit: Allows users to modify the information in this field while editing their profile. 
 
Visible to everyone: Makes the information in the field visible to all members of the network.

Mandatory: Makes it mandatory for the user to fill in the field. 
 
Personal Information: Certain fields such as birthdate, email address, Social Security Number, etc., can be marked as personal information. Data entered in this field are encrypted to protect users' privacy.

Show in Onboarding Form: The field will be shown in the onboarding form which the user has to fill out while joining the Network.

How to add a new user profile field?  

  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings. 
           
  1. In the settings page, select Manage Fields under User & Profiles.
           
  1. Click +Add Field found in the top-right part of the page. 
          
  1. In the pop-out, enter the field name and select the filed type.
  2. Use the checkboxes to assign permissions and click Add Field.
                      

How to reorder user profile fields?

  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings. 
           
  1. In the settings page, select Manage Fields under User & Profiles.
           
  1. Hover above the required field and click  found beside the field name. Now, drag and drop the field to reorder it.
           

Click here to know how to change the order of first name and last name. 

How to disable a user profile field? 

  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings. 
           
  1. In the settings page, select Manage Fields under User & Profiles.
           
  1. Hover above the field you'd like to disable and toggle the button seen at the right end of the field box.
           

How to edit or delete a user profile field? 

  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings. 
           
  1. In the settings page, select Manage Fields under User & Profiles.
           
  1. Hover above the required field. 
  2. Click the pencil icon  seen at the right end of the field box, to edit the field.
  3. Or, click the trash icon  seen at the right end of the field box, to delete the field.
Network admins can allow users to share links to their social media profiles such as Facebook, Twitter, LinkedIn, etc., on their Connect profile page. 
To do this:
  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings. 
           
  1. In the settings page, select Manage Fields under User & Profiles.
           
  1. Select the Social Links checkbox found in the top-right part of the page.
           
The option to reorder and disable user profile fields is available only in the Zoho Connect's Enterprise plan.
 
 
 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Resources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • User Sync in Zoho Connect

                                                                                      Feature Availability Overview Most organizations use enterprise directory systems (such as Active Directory or LDAP) to maintain employee, group, and application information. For larger organizations, it can be difficult to manually add and manage ...
                                                                                    • Using Custom Fields in Zoho Connect's boards

                                                                                      What are custom fields? Custom fields are additional metadata for a task, besides the default fields like Name, Description, Priority, etc. They can be created to suit the type of information required on the task for a specific project. These fields ...
                                                                                    • Understanding and Managing External Users

                                                                                      Overview The External User feature lets your team work together with users outside your organization like investors, consultants, and contract employees who do not share the same company domain as yours. These people can be added as external users to ...
                                                                                    • Managing members in a Manual

                                                                                      Adding members To add members to your Manual: Go to your Manual. Click the button with three dots in the top-right side of your page. Select Settings from the drop-down menu. Under the Members section, enter the name and click Add to Manual. Removing ...
                                                                                    • Manage pending user invitations

                                                                                      Overview   Network admins can view all the invites that have not yet been accepted by users. You can either resend the invite or delete it. Reinvite the user                   A new email invitation is sent to the user. Delete the invitation         ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources