Manage user fields

Add your own fields to every user profile in your organization, such as Business Unit or Team. Users fill in their own values on their profile, and administrators can edit values from the User Directory.

User fields are free text and optional. They describe users only. You can’t use them in filters, stakeholder pickers, workflows, attestations, or analytics.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add user fields

1. In the left sidebar, click Settings.

2. Under Users & Access, select User Fields.

3. Click Add User Field.

4. Enter a Label for the field, such as Business Unit.

   Users see this label on their profile. Each label must be unique in your organization.

5. Click Add User Field.

The new field is added to the end of the list. It’s empty for every user until someone enters a value.

Your organization can have up to 50 user fields.

Rename user fields

1. On the User Fields page, click the field you want to rename, or click next to it and select Rename User Field.

2. Enter the new Label.

3. Click Rename User Field.

Values users have already entered are kept.

Reorder user fields

On the User Fields page, drag a field by its handle to a new position. The new order is saved when you drop the field.

User fields appear in this order on user profiles, in the User Directory, and on each user’s detail page.

Hide or show user fields

Hide a field to remove it from user profiles, the User Directory, and user detail pages without losing its values:

1. On the User Fields page, click next to the field.

2. Select Hide User Field.

   The field is marked as Hidden in the list.

To bring the field and its values back, click and select Show User Field.

Delete user fields

ImportantDeleting a user field removes every value users have entered for it.

To keep the values, hide the field instead.

1. On the User Fields page, click next to the field.

2. Select Delete User Field.

3. Click Yes, Delete User Field to confirm.

Where user fields appear

Once you add a user field, it shows up in these places:

Your profile

Each user can enter or change their own values on their profile, below Title.²

² Manage your profile

User Directory

Each field is available as a column you can turn on with Manage Columns. Search in the User Directory also matches user field values.³

³ Manage users

User detail page

The values appear below the user’s name and email. Administrators can edit them in place.⁴

⁴ Manage users