What are user fields?

What are user fields?

User fields are used to enter information about a user's profile that can be viewed by other members of the organization.
To view and edit the user fields, do the following:
  1. Navigate to Admin Panel.
  2. Under Customization, select User Fields.
  3. There are two types of user fields - Default User Fields and Custom Fields.
  4. Default user fields are inbuilt and are provided to all Cliq users, whereas custom fields can be created by the admin.

Note:

  • Default user fields have a lock symbol that distinguishes them from custom fields.

  • Admin can edit the name of the default user field but cannot enable/disable or delete it.

  • There are 15 default user fields available in Cliq and 10 custom user fields that you can create.

  • If an org has integrated with Zoho People all the profile information will be fetched from People. Configurations made in Zoho People will only be reflected in the profile.

 

 

Types of user fields available
  1. Text - Use this field to fill in alphanumeric descriptive information such as full name, email, etc.
  2. Numeric - Use this field to fill in digits for information such as phone number, etc.
  3. Dropdown - Use this field to select choices from the dropdown such as languages, reporting to, etc.
  4. Date picker - Use this field to select a date information such as date of joining, etc.
  5. URL - Use this field to add URL in the information section such as social media handles, etc.

Options available in user fields

The following options are available while creating user fields:
  1. View layout.
  2. Add user field to create custom user fields
  3. Edit default user field
  4. Edit custom user field
  5. Enable/disable custom user field
  6. Delete custom user field
View layout
Clicking on the View layout will show you how the layout of the user profile looks like in Web, iOS and Android applications.


Note:

  • You can select Edit to make changes to the layout and select Preview to view how the layout will appear.

 

Add field

  1. To create custom user field, select the Add Field button.

 

Edit default user field

  1. You can edit the name of the default user field. By selecting the allow users to edit you can allow your organization users to make changes to the particular field.

Note:

For custom user fields, an admin can edit, enable/disable or delete the user field.


Edit custom user field
  1. You can edit the name of the custom user field. By selecting the allow users to edit, you can allow your organization users to make changes to the particular field.
 
Enable/Disable custom user field
  1. You can disable a custom user field so that it does not appear in the user's profile.

 

Delete custom field
  1. You can delete a custom user field so that it does not appear in the user's profile.