Custom user fields let you track the information that matters most to your organization. Instead of relying on a fixed set of fields (like age or tenure), administrators can now create and manage their own data fields for users and include them in reports.
What you can do with custom user fields
Custom fields make it easier to collect and report on organization-specific data.
For example, you might use them to record:
Board diversity information (e.g. ethnicity, veteran status, disabilities)
Skills and experience for succession planning
Practical details such as travel preferences or allergies
Internal categories like membership type or region
Once added, these fields appear in each user’s profile and can be included in your Board composition report, so you can filter, group, or export the data as needed.
Who can manage custom fields
Only Administrators can create and delete custom fields for the workspace.
Administrators and Secretaries can view and edit the fields according to the visibility settings defined for each field.
How to create a custom user field
Go to Settings → Custom fields.
Select Add field.
Enter a Custom field name — this text will be shown in the user profile.
Choose a Type for the field:
Text (short) – for brief entries (e.g. “UK” or “CPA”).
Text (long) – for longer notes or descriptions.
Number – for numeric values (e.g. “Years on Board”).
Multiple choice – users choose one value from a list.
Checkboxes – users can choose more than one value.
Select whether to hide from board members or not:
Hidden – the field is intended to be filled byAdministrators + Secretaries only
Unhidden – users themselves (if they should fill or update the field)
Select Save.
The new field will now appear under Personal in each user’s profile.
Viewing and editing custom field data
Administrators and Secretaries can view and edit all custom fields (based on permissions).
Users can view and update fields that have been made visible to them.
All active fields appear in the User details view.
Removing a custom field
In the bottom right of the custom field you can click the red bin icon to remove any field. If the field has data entered already, when you save the changes, you'll be prompted with a modal that asks you to confirm.
Reporting on custom user fields
The Board composition report now includes all custom fields.
You can:
View user data in a table view to see information per user.
Switch to charts to visualize how values are distributed (for example, gender or region).
Export data as
.xlsx
Users have flexibility to decide which fields they want to see in the report and users can look at specific groups (Board or any of Committees, for example).
This unified report replaces the need for separate reports, giving you a single flexible view of your organization’s data.
💡 Start simple. Add only the fields you need most. Too many fields can make reports harder to read and maintain. You can update or delete fields anytime from Settings → Directory → Custom fields.