How To Manage User Metadata

What this does

User metadata lets you add custom profile fields for staff and other users.

You can create fields, group them, define selectable options, share them with other apps, and mark sensitive values as encrypted.

This also matters outside the Admin App. Metadata created here can appear on user profiles and can be shared to other apps, which means the field design affects workflows beyond this page.

Steps

1. Open the Admin App.
2. Go to Company Structure.
3. Select User Metadata.
4. Click Add Custom Field.
5. Enter the Display Name.
6. Choose the Type.
7. Click Create.
8. Open the field again to adjust grouping, options, sharing, selectability, or encryption.
9. Use Add Group when you want related fields to sit together on user profiles.
10. Use Export Changes if the page prompts you to export and continue.

Common mistakes

• creating fields without deciding whether they belong in a group
• using a free text field when a selectable list would be cleaner
• forgetting to enable encryption for truly sensitive data

What to do next

After the field exists, test it on a real user profile to make sure it appears where you expect.

If another app is missing a custom user field you expected to see, this is the source page to check.

Related guides

• Admin App: How to manage a user