Exercise 4.3: Adding a custom field to user profiles

In this exercise you will add a custom field to the user profile page.

Overview

By default, user profiles in SmartCloud for Social Business contain many different fields where users can post information about themselves.

The default fields in the user profile are job title, country, telephone, mobile, fax. skype name, address, web site, and about me.

If desired, you can add a custom field to the user profile page to display information that is specific to your company. You can choose whether a custom field is visible to the public, only SmartCloud for Social Business users, only SmartCloud for Social Business users in the same organization, or to SmartCloud for Social Business users in the same organization as well as that user's Network Contacts.

Objectives

After completing this exercise, you should be able to:
Parent topic: Lesson 4: Customizing SmartCloud for Social Business for your organization
Previous topic: Exercise 4.2: Changing the theme and adding your logo to the navigation bar
Next topic: Exercise 4.4: Creating organization announcements

Procedure

Step
Action
1
Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
2
From the navigation pane, click Profile Customization.
Click Profile Customization.
3
Click the Add link on the Custom Fields for Profiles row.
Click the Add link on the Custom Fields for Profiles row.
4
Set the name of the custom field that you would like to add in the Field Name box.
Enter the name of your custom field in the Field Name box.
5
Select the appropriate privacy level for the custom field in the Field Privacy box.
Note: The options for field privacy are:
  • Public visible: Anyone who can see the user's profile, can see the custom field and value.
  • SmartCloud for Social Business users: Only registered SmartCloud for Social Business users can see the custom field and value.
  • Same org users: Only other employees of this organization can see the custom field and value.
  • Network contacts: Org users and network contacts can see the custom field and value.
Select the appropriate privacy level in the Field Privacy box, and then click Save.

Source: Understanding SmartCloud for Social Business Custom Profile fields

6
Click Save to save your changes.
Click the Save button to save your changes.

Result: You should receive a message that the field was added.

Field added.

Users will see the custom field when editing their user profiles. Custom fields are appended to the bottom of the list of fields in the order they are added to the Custom Fields for Profiles page.

The custom field now displays at the bottom of the user profile.

After users set a value for the field, it will display in their user profile.

The custom field displays in the user's profile.

Resources