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Customizing User Profile Fields in Haystack ⚙️

This procedure outlines the steps for workspace admins to customize user profile fields in the Haystack platform, ensuring profiles are relevant and streamlined for team members.

📌 Important note before you get started: Access to configure these settings is restricted exclusively to Workspace Admins. Standard users cannot modify global profile settings or create custom fields.

Hey there, Haystackers! 👋🏼 Whether you're a visual learner or need things written out for you step-by-step, we've got you covered.

CLICK HERE to see a member of our Haystack Team walk you through how to customize user profile fields in the platform or check out the steps below that break everything down for you (along with the time stamp which can transport you directly to that part of the video).

1. Accessing User Profile Settings 1:15

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  • Log in to the Haystack admin console.

  • Navigate to the 'User Profile Settings' page on the left sidebar.

2. Show or Hide Profile Fields 3:01

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  • Note: Core profile fields cannot be hidden.

  • Review the list of available profile fields.

  • Identify fields you want to hide or show.

  • Use the toggle to hide fields that are not relevant to your team.

3. Renaming Profile Fields 5:06

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  • Select a field you wish to rename.

  • Click on the 'Customize' button.

  • Edit the 'Display Name' to reflect your team's terminology.

  • Update the 'Empty State Helper Text' for clarity.

4. Locking Profile Fields 8:01

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  • Identify fields that should be locked (e.g., name, email, job title).

  • Use the toggle to lock these fields to prevent edits in the Haystack interface.

  • Ensure that these fields are populated only from external data sources.

5. Adding Custom Profile Fields 10:13

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  • Scroll to the bottom of the User Profile Settings page.

  • Click to add new custom profile fields (up to three).

  • Enter the details for each custom field and ensure they are visible by unhiding them.

6. Saving Changes 12:39

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  • After making all desired changes, click 'Save' to apply updates.

  • Refresh the user profile to see the changes take effect.

Cautionary Notes

  • Core profile fields must always remain visible and cannot be hidden.

  • Be cautious when locking fields; ensure that the correct fields are locked to avoid confusion for users.

Tips for Efficiency

  • Regularly review profile fields to ensure they remain relevant to your team.

  • Involve team members in the customization process to gather input on useful fields.

  • Document any changes made for future reference.

📩 If you encounter issues or require further assistance with these settings, please reach out to us: Email: support@haystackteam.com

 

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