Custom User Properties let you attach customized attributes to all People in your organization. They're one of the most powerful ways to structure your data beyond the built-in fields.

Creating Custom Properties

Navigate to People > Custom Properties and click "Add Property". Every property requires:

• Label - The display name (e.g., "Account Type", "Employer")
• Internal Name - A system identifier (auto-generated from label, used in merge tags)
• Field Type - How the data is captured and stored

Field Types

Single-line Text

Short text input. Good for names, employers, IDs, or any brief free-form data.

Multiple-line Text

Longer text area. Use for notes, descriptions, or comments that may span multiple lines.

Single Checkbox

A yes/no toggle. Use for binary attributes like "Has Completed Training" or "Opted Into Newsletter".

Multiple Checkboxes

Multiple options where a person can select more than one. Good for things like "Languages Spoken" or "Skills".

Number

Numeric values only. Useful for quantities, scores, or any countable data.

Date

A date picker requiring day, month, and year. Use for "Hire Date", "Membership Anniversary", etc.

Radio Buttons

Multiple options where only one can be selected. Good for mutually exclusive categories like "Account Type: Worker / Community Supporter".

Dropdown

Same as Radio Buttons but displayed as a dropdown menu. Better for longer lists of options.

Property Settings

When creating or editing a custom property, you can configure these additional settings:

Position

Control the order properties appear in forms and on profiles. Drag and drop properties in the list to reorder them. Properties with lower positions appear first.

Requires Advanced Permission

When enabled, only Team Members with the "View Restricted Properties" permission can see this property's values. Use this for sensitive data like SSN, salary information, or internal classifications that shouldn't be visible to all Team Members.

People without this permission will:

• Not see the property on person profiles
• Not be able to filter by this property
• Not see the field in forms they're filling out on behalf of someone

Read Only

When enabled, the property value cannot be edited after it's initially set. This is useful for:

• IDs imported from external systems
• Timestamps that shouldn't change
• Data that must remain immutable for compliance

Team Members can still see read-only values, but the field will be locked for editing.

Using Custom Properties in Filters

Every custom property automatically becomes available as a filter option. Navigate to People and click "Show Filter" to see your properties listed.

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Tip: Use custom properties instead of tags when you need to filter by specific values, update the data over time, or capture the information through form submissions.

Custom Properties in Forms

Custom properties can be added to any form. When someone submits a form:

1. If a matching person exists, their property value is updated
2. If no person exists, a new person is created with the property value

For properties with options (radio, dropdown, checkboxes), form submissions match against the option value or label. Matching is case-insensitive.

Merge Tags

Reference custom properties in emails, texts, and automations using the internal name:

{{ user.your-property-name }}

For example, a property labeled "Employer" with internal name "employer" would be:

{{ user.employer }}