Adding a new category  

 To add a category: 

1. Go to Hub Settings.

2. Choose User Fields from the User section.

3. Click Add Category.

4. Enter a category name and click Save.

Note: User fields you add will automatically appear in the onboarding form when new users join your hub, hub and portal, or portal, based on your visibility preference settings.

 Renaming a category 

 To rename a category: 

1. Click on the More Options icon.

2. Click Rename.

 Deleting a category 

 To rename a category: 

1. Click on the More Options icon.

2. Click Delete.

 Adding fields to category 

 To add a new field: 

1. Click the Add Field button.

2. Enter the field name, field type, and visibility.
   

1. Field name - Name of the field. Choose a clear and concise name that reflects the data that you intend to collect.
   
2. Field type - There are six field types available. Choose the one that aligns best with the data that you want to collect.
   
3. Visibility - Choose the audience for the field. You can choose to make it visible only for portal users, only for hub users, or both portal and hub users.
   

1. Allow users to edit- Enabling this attribute will allow users to update the field when editing their profile.
   

Visibility settings will apply to all portals created; it is not possible to customize field visibility for individual portals.

 Editing a field 

 To edit a field: 

1. Click on the More Option icon near the field.

2. Click Edit.

 Disabling a field 

 To disable a field:

1. Click on the More Option icon near the field.

2. Click Disable.

Deleting a field 

 To delete a field:

1. Click on the More Option icon near the field.

2. Click Delete.

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