Overview
Organisation administrators can create and manage custom fields that appear on a member's profile. These settings allow you to control which fields are visible, if they can be edited, and whether they are required for your organisation and the clubs below you in the hierarchy.
Note: If a field setting has been locked by a higher-level organisation, you will not be able to change it. You must speak with that organisation if you wish to have the setting changed.
Step-by-Step
Step 1: Navigate to Settings
From your main dashboard, click the Settings Cog in the top-right corner of the screen and select SETTINGS from the dropdown menu
Step 2: Open Field Configuration
On the Configuration page, locate the Configure Database Fields section and click on FIELD CONFIGURATION
Step 3: Select the field to configure
Under the Member Fields tab, scroll down to find the field you wish to configure and expand it
Step 4: Set the display and permissions
Once expanded, a set of options will appear. Select how you would like this field to be displayed For my level (your association) and For levels below. The display options determine the field's behaviour on a member profile:
Let Levels Below Choose: By default, this will be hidden, but lower levels of your hierarchy will be able to enable the field through their Field Configuration page if they so choose
Hidden: The field does not appear
Read Only: The field is visible but cannot be changed
Editable: The field is visible and can be optionally filled in
Compulsory: The field is visible and must be filled in before the profile can be saved
Step 5: Save the new configuration
After selecting your desired settings, scroll to the bottom of the page and click the SAVE OPTIONS button.
A confirmation message will appear, and the field will now be displayed on member profiles according to your new configuration.
Step 6: Go to a member record
Click Members > List Members in the left-hand menu and view a member record
Step 7: Edit the member's details
Click the VIEW ALL DETAILS button
Find the field you enabled to view or add data to the member record.
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