User Attributes

We’re introducing a dedicated Custom Fields management area, moving beyond basic profiles to give you total control over user data. This update allows admins to create diverse custom field types, such as free text and checkboxes, with granular visibility and user-editing permissions. Additionally, you’ll soon be able to insert mandatory or skippable custom steps directly into the onboarding flow and enjoy a refreshed, streamlined user interface for manual user creation.

Creating Custom Fields

1. On the Thrive menu, go to Configure > User Attributes.
   

2. On the User Attributes screen, click + Create custom field.

3. Select Manually create to add new fields from a range of available types and click Next.
   

   Note:

   While currently set to manual creation, the ability to bulk upload multiple fields from CSV for larger datasets is planned for a future update.  

4. Select your custom field type:
   

   • Free text: Allows users to enter any response using regular text, such as a country or job role.

   • Checkbox: Allows users to select a specific choice, such as agreeing to terms.

5. Configure type-specific options:

   • Free text: You can optionally enter a default value that appears automatically for this field.

   • Checkbox: You can optionally Add link to checkbox by entering Link text and a Link URL (e.g., for a privacy policy).

6. Enable the following display and permission toggles as necessary:

   • Show this field on the user’s profile: Controls if the field is visible to the user.

   • Allow user to update their answer: Determines if the user can edit this detail themselves.

   • Include custom field in exports: Controls if this data is included in admin reports.

7. Click Next.

8. If necessary, use the Translate custom field values screen to select a Language and provide translated text for the field name and description.

9. Click Save custom field.

The new field will now appear in your User Attributes table, where you can see its Field Type, visibility, and Source (Manual or CSV file). To manage existing fields, click ⋮ Actions to Edit or Delete.

Note:

You can use your custom attributes to capture data from users during their first login by adding them to onboarding steps. For more information, see Onboarding.