Dropdown User Profile Fields

User Profile fields are a smart way to identify and group your workforce. They allow managers to customize what information is important to them to organize their users, like allocating users to different teams or departments. A dropdown User Profile field allows you to create pre-established options for a given User Profile field, giving you more control over which information other admins or users can add to a specific user profile field and ensuring no mistakes are made. It will also save you time when completing the user profile field for all your mobile users, and we all love saving time!

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All User Profile fields can be easily created and managed from the Settings in the Users page. To create a User Profile field, enter the Users tab, access the settings at the top right of the page, and click on the User details tab.

Now the employee details menu should appear. Once inside select the +Add a field button and then choose Dropdown.

Now name your field, and add the options. These options will be what admins or users choose from when updating that field.

In the example below you can see I created a dropdown User Profile field named position, with the options Cook, Waiter, Bartender, Hostess, and Manager.

Note that the drop-down field can be any user profile field such as role, department uniform size, and more.

Now that you know how to create a dropdown user profile field, let us show you how to create these faster! Perhaps you need to create a lot of fields. Well then, importing them would certainly be a faster option!

To import a dropdown list of options first navigate to the employee details and add a field as done above. Then rather than adding options manually, simply select Import.

To import the items, just copy the items from your already created spreadsheet into the import window as shown in the image below and click on Import Items.

Voila! Your list has been imported.

After creating a dropdown user profile field and adding options, you may want to make some changes. In the User Details section, you can make any changes to the name, add or remove dropdown options, or delete the field entirely. This is especially useful if any real-life changes were made to your organization's structure (like your teams, role, or departments), and you want to update Connecteam accordingly.

First, click on the Pencil icon to open up the editing options.

To edit a dropdown field name, click on the field name or the option names and rename them.

To add a dropdown option, click on the 'Add option'.

To delete a dropdown option, click on the X next to the option name.

To delete a dropdown field entirely, hover over the dropdown field and click on the trash can icon.

Keep in mind that if you have automatic smart groups set up based on these dropdown fields and options, these actions may impact your smart groups. Learn more about editing automatic smart groups here.

Now that you created this User Profile field adding the information to a user's profile is easier than ever! Right away you can select the user profile field, see who is missing information in this field, and update it! All without needing to go to a specific user's profile. Take a look at how this is done in the example below.

This page is a great place to get an overview of where each user is allocated and to make any adjustments to ensure that the right users are added to the right smart groups.

💡Tip: You can assign Department Managers, Branch Managers, and Responsibility Managers directly from the User Details page through the dropdown menu. This streamlines the process of assigning managers, reducing the need to switch between different pages.

If you do want to update a user profile field directly from the user's profile, we give you that option as well. Simply navigate to the user's profile, navigate to the relevant user profile field, and select the relevant option from the drop-down.

In the example below you can see in Mary's user profile I updated her department to Finance.

Now that you got the basics down, let’s take it one step further. Perhaps you are a larger company that adds or updates users via import and not manually. You may be wondering if a drop-down user profile field works with that. Well, it does.

By default, when downloading our CSV file to add or update users, there will be one column with the user profile field name. You can complete it in the CSV or complete it later on from your dashboard, as done above. In the example below you can see I have the user profile field Position.

If you want to attach more than one position to a user simply add more columns. The column names following the example above will be Position 1, Position 2, and Position 3. You need to create as many columns as positions you wish to attach to each user.

After that simply finish following the import instructions and you should be good to go!

Please note: When you add an option that does not exist in your drop-down user profile field, you will receive an error.

If you are adding a new user or updating a user's information while in the admin tab while on the go then it can come in handy to be able to add an option to the drop-down list. Let's say, for example, I hired my first waiter and when selecting his position from the Admin tab I notice that under the field positions, the option waiter doesn't exist; I can easily add it.

To do so simply click edit item add the relevant options (in our case waiter) and click save.

In this article we went into what drop-down user profile fields are and the benefits of using them. We learned how to create a user profile field, and how to create a dropdown list using the import option. We went over two ways to update a dropdown user profile field in a user profile and how to add or update users with a dropdown user profile field when using the import. Now get using drop-down user profile fields to identify your workplace!

Starting Guide to User Profile Fields

Automatically Create Smart Groups

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