mirror of https://github.com/zulip/zulip.git
146 lines
4.7 KiB
Markdown
146 lines
4.7 KiB
Markdown
# Custom profile fields
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{!admin-only.md!}
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[User cards](/help/user-cards) show basic information about a user, and [user
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profiles](/help/view-someones-profile) provide additional details. You can add
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custom profile fields to user cards and user profiles, making it easy for users
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to share information, such as their pronouns, job title, or team.
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Zulip supports many types of profile fields, such as dates, lists of options,
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GitHub account links, and [more](#profile-field-types). You can choose which
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custom profile fields to [display](#display-custom-fields-on-user-card) on user
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cards. Custom profile fields can be optional or
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[required](#make-a-custom-profile-field-required).
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Zulip supports synchronizing custom profile fields from an external
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user database such as LDAP or SAML. See the [authentication
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methods][authentication-production] documentation for details.
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## Add a custom profile field
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{start_tabs}
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{settings_tab|profile-field-settings}
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1. Click **Add a new profile field**.
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1. Fill out profile field information as desired, and click **Add**.
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1. In the **Labels** column, click and drag the vertical dots to reorder the
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list of custom profile fields.
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{end_tabs}
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## Edit a custom profile field
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{start_tabs}
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{settings_tab|profile-field-settings}
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1. In the **Actions** column, click the **pencil** (<i class="fa fa-pencil"></i>)
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icon for the profile field you want to edit.
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1. Edit profile field information as desired, and click **Save changes**.
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{end_tabs}
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## Display custom fields on user card
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Organizations may find it useful to display additional fields on the
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user card, such as pronouns, GitHub username, job title, team, etc.
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All field types other than "Long text" or "Person" have a checkbox option
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that controls whether to display a custom field on the user card.
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There's a limit to the number of custom profile fields that can be displayed
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at a time. If the maximum number of fields is already selected, all unselected
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checkboxes will be disabled.
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{start_tabs}
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{settings_tab|profile-field-settings}
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1. In the **Actions** column, click the **pencil** (<i class="fa fa-pencil"></i>)
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icon for the profile field you want to edit.
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1. Toggle **Display on user card**.
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4. Click **Save changes**.
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!!! tip ""
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You can also choose which custom profile fields will be displayed by toggling
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the checkboxes in the **Card** column of the **Custom profile fields** table.
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{end_tabs}
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## Make a custom profile field required
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If a custom profile field is required, users who have left it blank will see a
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banner every time they open the Zulip web or desktop app prompting them to fill
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it out.
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{start_tabs}
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{settings_tab|profile-field-settings}
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1. In the **Actions** column, click the **pencil** (<i class="fa fa-pencil"></i>)
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icon for the profile field you want to edit.
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1. Toggle **Required field**.
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4. Click **Save changes**.
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!!! tip ""
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You can also choose which custom profile fields are required by toggling the
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checkboxes in the **Required** column of the **Custom profile fields** table.
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{end_tabs}
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## Configure whether users can edit custom profile fields
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{!admin-only.md!}
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You can configure whether users in your organization can edit custom profile
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fields for their own account. For example, you may want to restrict editing if
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syncing profile fields from an employee directory.
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{start_tabs}
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{settings_tab|profile-field-settings}
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1. In the **Actions** column, click the **pencil** (<i class="fa fa-pencil"></i>)
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icon for the profile field you want to configure.
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1. Toggle **Users can edit this field for their own account**.
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4. Click **Save changes**.
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{end_tabs}
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## Profile field types
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Choose the profile field type that's most appropriate for the requested information.
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* **Date**: For dates (e.g., birthdays or work anniversaries).
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* **Link**: For links to websites, including company-internal pages.
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* **External account**: For linking to an account on GitHub, X (Twitter), etc.
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* **List of options**: A dropdown with a list of predefined options (e.g.,
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office location).
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* **Pronouns**: What pronouns should people use to refer to the user? Pronouns
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are displayed in [user mention](/help/mention-a-user-or-group) autocomplete
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suggestions.
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* **Text (long)**: For multiline responses (e.g., a user's intro message).
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* **Text (short)**: For one-line responses up to 50 characters (e.g., team
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name or role in your organization).
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* **Users**: For selecting one or more users (e.g., manager or direct reports).
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## Related articles
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* [Edit your profile](/help/edit-your-profile)
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* [User cards](/help/user-cards)
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* [View someone's profile](/help/view-someones-profile)
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[authentication-production]: https://zulip.readthedocs.io/en/stable/production/authentication-methods.html
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