This Checkbox user guide walks you through the process of creating a custom profile property field and adding that new profile property to a user, both manually and through the user import tool.
What is a Profile Property?
A profile property is a defining user attribute, such as a user’s name, address, phone number, etc., that can be used as the source for:
- merging text
- setting conditions
- triggering events
- filtering reports
- defining columns for user imports
- organizing users/groups
How to Create a Custom Profile Property
Profile properties are created and modified under your system settings. Click the orange cog icon at the top right of the application to enter the settings menu.
Select User Settings.
Select Profile Properties.
A list of existing profile properties will appear on the right side of your application window. “FirstName” and “LastName” are default profile properties that cannot be removed from the application. There is no need to add a custom profile property for “email addess”, as this information is entered under the Login Information section of a user’s profile.
To create a new profile property, enter the property name into the field provided. Then click the “+” icon to save the profile property.
NOTE: Profile property names cannot include spaces.
You can choose to hide this profile property on the Edit My Info user menu by checking the box below the profile property name field.
How to Manually Add a Profile Property to a User Profile
After adding the new profile property option to your system settings, you will be able to see it under the Profile Properties section in the user manager.
Click Users on the main navigation menu to enter the user manager.
Select a user and click the Edit button under Profile Properties.
After entering information into the custom profile property field, select the Save button to save and exit the profile property editor.
The new profile property information should display in the Profile Properties section of the user’s profile.
How to Add Profile Properties When Importing Users
When importing a list of user data, profile properties and login information (username, password, email address) are used to sort the imported information.
To import users, hover over the + User button and click Import from file when the option appears.
A user import wizard will appear. The first step is to select the specific profile and login properties you plan to import from the list of options in the box on the left. These titles correspond with the import file.
Click a column title to select it. Then click the right-facing arrow to move the profile/login property to the box on the right.
NOTE: Make sure the order of the properties in the box on the right mirror the column order in your import file.
Select Next to continue.
On the upload step, click the Select file to Upload button to select your import file.
Before uploading, double check that the columns in your import file are in the same order as the properties listed under Example Data Row.
Select Next to continue to the Users step in the import wizard. Verify that all of the imported data is under the correct profile/login property title.
Complete and close the wizard. You should now see your newly imported users listed. Select one of the new users to view their profile properties.