People administrators can manage all user profile fields from the 'configure profile fields' area.
The order of fields, as well as which People areas they appear in, can be set or updated.
Your team can consider what fields work best in each area to ensure the information displayed in each is as useful as possible to those viewing and/or editing these.
List of all fields
Head to Applications > Admin > People > Configure profile fields:
The main part of the page is a list of all user profile fields that exist on your site:
Some fields are hardcoded and come with the system, whereas others can be created by your team to fit any purpose you may have.
e.g. Date of Birth, Employee number, Portfolio upload, Location, Office number etc
More information on creating fields is in our guide here, and more details about the available field types are here.
Creating a field and it appearing in this list does not do anything alone; a field needs to be set to appear in People area(s) for it to become visible and editable.
People areas
In the configure profile fields area, on the right are the tabs representing other parts of the People application where fields can be set to appear.
Your team need to review each tab and consider what fields would work best in each, then add these across them and change their order if necessary.
Different fields can be selected to show in each area to suit different purposes and those who will be viewing and/or editing them.
Clicking into each tab, add more fields that have already been created to appear there...
...and then re-order them by dragging and dropping:
Changes will be updated in the relevant People area.
Each tab and the area this corresponds to in People is explained below:
Main users list
This area corresponds to the front end of People, and the fields chosen in it will appear when a user has selected 'List' view.
This means all users will be able to see these fields, so generally we want to provide information that is useful in this context, e.g. job title, contact details, location, etc
"View profile" page
This area corresponds to the front end of People when user profiles are being viewed in 'Card' view, and what appears once they have been opened.
Card View
The fields that appear in the card view are handled by the first section in this area:
Viewing a profile
The fields are shown when a user profile is clicked on.
The space on a profile is larger than the previous ones we have seen so there is an opportunity to have a lot of fields displaying to build a picture about each user, e.g. Career details, Bio, interests, communication preferences, address, mobile number, working pattern, etc
Your team can decide how formal (or informal!) the fields that appear here should be.
"Edit My profile" page
This area corresponds to what users will see in the 'edit my profile' area:
As this is only visible to each user, place the fields here that you want a user to be able to update for themselves, or that could be private, and you won't necessarily need an administrator to change.
e.g. Job Title, Office location, Career details, Hobbies, Mobile number, preferred contact method, home address, emergency contact, etc
These fields can also be placed in the 'View my profile' area, allowing the user to update them as they see fit for others to view.
Advanced search form
This area corresponds to the fields listed in the advanced search on the front and admin side of People. This means both end users and administrators will see the same fields when using the advanced search.
Select fields that you think will further aid users searching for profiles for certain purposes beyond the default keyword search. e.g. locations, departments, etc
Users list for people admin
This area corresponds to the admin side of People, and the fields chosen will appear to People administrators after opening Admin > People
This means only administrators will be able to see these fields, so generally we want to provide information that is useful in this context, e.g. account state, external ID, Role, Group, so that administrators can answer questions at a glance and save clicks.
"Edit profile" page in the admin area
This area corresponds to the fields listed on the admin side of People when a People administrator clicks into a user profile.
This means only administrators will be able to see these fields, so include any user information that an administrator may need to view or enter/update about a user (e.g. employee number, company phone number, email) rather than something personal that the user should update themselves (e.g. career details, interests, bio, etc)
Reindexing
Please be advised that creating a new field to appear in the People areas or updating which fields will appear within the tabs themselves will trigger a reindex, which is how the system applies the changes made to the area in question or on user profiles themselves.
This can take a minute to complete, so it's possible the People application may display this message until the index completes, at which point the changes applied can be seen.
If you encounter this message, wait a minute, then refresh the page or check the queue is going down in Admin > Search
The time the reindex takes to complete will depend on how many user profiles are involved in the changes.
If there is ever an issue with the reindex completing, a fresh one can be triggered by an administrator from Admin > Search > Reindexing > Select the checkboxes for 'User' shown below > scroll down to click 'Start':
The reindex will start, and its progress can be checked in Admin > Search.
If issues persist, please raise a support ticket so we can assist you.
