Manage custom fields for roles and circles

Learn how to add, edit and delete custom fields on roles and circles

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Add a custom field to roles and circles

  • Click on your avatar and select Administration

  • Click on Role fields

  • Click on the Add a custom field button

  • Select the type:

    • Choice: allows users to choose from different answers

    • Text: text field has only one line

    • Textarea: text field with multiple lines

  • Complete the Title and Description

  • Click on Create field to confirm

The custom field will show on all roles and circles' pages in your organization.


Edit or delete a custom field from roles and circles

  • Click on your avatar and select Administration

  • Click Role fields

  • Click on the 3 dots to the right of the desired field

  • Click Edit custom field or Delete custom field

  • Click on Save to confirm

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