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.
 
 
 


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