Define and manage custom member fields

This guide shows you how to add your own fields to member records, edit their settings, and delete them when they’re no longer needed.

Who can do this: Admins whose role includes the field-create permission. The Add field button is absent if your role doesn’t include this permission.

Before you start

Think about which field type fits your data — a short text field works for a brief code or identifier, a choice field works for a fixed list of options, and a number field works for values you might sort or filter on.
Decide who should see the field. Admin-only fields are hidden from members and from other members in the directory.

Steps

Add a custom field

In the left sidebar, select Settings, then select Member fields.
Select Add field.
In the form that opens, enter a Label — this is the name members and admins see on the record.
Select a Type from the list. Available types include short text, long text, number, date, single choice, multi-choice, checkbox, file, image, and address.
For choice fields, add your options in the Options section. For number fields, you can set a minimum and maximum.
Set Required on if the field must always have a value.
In the Access section, set who can see and edit the field:
- Turn on Member can edit if the member should be able to update this field from their profile.
- Turn on Others can see if this field should appear to other members in the directory.
- Turn on Use in signup form if this field should appear when someone signs up.
To make a field visible only to certain admins, select an RBAC category such as Sensitive or Finance.
Select Save. The new field appears on all member records.

Edit an existing field

In Settings → Member fields, find the field you want to change.
Select the field row to open it.
Update any settings you need and select Save changes.

Note: If you change the field type, a warning appears if the change might affect existing values. Read it before saving.

Delete a field

Warning: Deleting a field removes it from all member records. Values are recoverable for 48 hours from the Recently deleted section; after that they’re gone permanently.

In Settings → Member fields, find the field you want to delete.
Select the field row to open it.
Select Delete field at the bottom left of the form.
Confirm the deletion in the dialog that appears.
To recover a recently deleted field within 48 hours, expand the Recently deleted section at the bottom of the field list and select Restore.

Reorder fields

In Settings → Member fields, find the drag handle (six dots) to the left of a field row.
Drag the row to a new position. The order here controls the order fields appear on member records and import/export templates.

Verify

You’ll know a new field was created when it appears in the field list and shows up on member records under the label you entered.

If something goes wrong

“A field with this name already exists” — choose a different label, or select View existing field to check the existing definition.
“Changing field type may affect existing values” — review which records are affected before saving. Some type changes are reversible within 48 hours.
“Remove from forms first” — a field that’s used in a membership-level signup form can’t be deleted until you remove it from those forms. The error message names which levels are using it.
The RBAC category option isn’t visible — your admin role may not include the admin-only field permission. Contact your org owner if you need it.
“Could not save this field” — a connection problem occurred. Your entries are still in the form. Select Save again.