Managing Custom Fields

In this article

• Overview
• Who can manage custom fields
• Creating a custom field
• Field types
• Visibility options
• Showing fields in the People list
• Adding custom data to a profile
• Setting custom fields when adding users
• Things to keep in mind
• FAQ

Overview

Custom Fields let you store additional information against a user's profile, beyond SuperPath's core details. They're useful when you're managing users manually or alongside a HR system and need to capture things like certifications, contract dates, agency assignments or supporting documents.

Who can manage custom fields

You'll need an admin or owner role to create and manage custom fields.

Creating a custom field

1. Go to Settings → Custom Fields.
2. Click Add Custom Field.
3. Enter a name for the field.
4. Choose a field type (see options below).
5. If you've chosen Dropdown, define the list of options users can select from.
6. Set who can access the field (see visibility options below).
7. Toggle Show in list if you'd like the field to appear as a column in the People list.
8. Click Save.

Field types

You can choose from six field types:

• Text for free-form text.
• Number for numeric values, e.g. contract length.
• Date for a single date, e.g. a contract start date.
• Yes/No for a simple toggle, e.g. "Is certified".
• Dropdown for a defined list of options you specify when creating the field.
• File to attach a document to the user's profile, e.g. a signed contract.

Visibility options

For each field, choose who can see the stored data:

• Everyone: visible to managers, admins and the user/employee themselves.
• Managers and admins: hidden from the user it belongs to.
• Admins only: visible to admins only.

Showing fields in the People list

When creating or editing a field, toggle Show in list to display it as a column in the People list, so you can see the value without opening each profile. You can remove a field from the list at any time.

Adding custom data to a profile

1. Open the People list and edit the user you want to update.
2. Select the Additional Details tab at the bottom of their profile.
3. Complete the custom fields. Enter values, select dropdown options, or drag in a file to attach it.
4. Click Save.

Once saved, the user's custom information appears in a dedicated block on their profile. What's shown there depends on each field's visibility settings.

Setting custom fields when adding users

Once at least one custom field exists, you can set custom data as you add people:

• Manually: custom fields appear in the add-user form alongside the core details.
• In bulk: the bulk tool now both adds and updates users. Select Download template to get a spreadsheet that includes columns for your custom fields, populate it, and upload to add or update people in one go.

Things to keep in mind

• You need an admin or owner role to create or manage custom fields.
• Custom fields only appear on a profile's Additional Details tab once they've been created in Settings.
• A field's visibility setting controls whether the user can see their own data, so review this before storing anything sensitive.
• Dropdown options are defined when you create the field. You can update the available options in the field's settings.
• The bulk template uses field keys to match each column to the correct custom field, so keep the template headings as they're provided.

FAQ

Who can create and manage custom fields?

You'll need an admin or owner role. Other users can't create or edit the fields themselves, though they may be able to see data stored against their own profile depending on each field's visibility setting.

Why can't I see custom fields on a user's profile?

The Additional Details tab and its fields only appear once you've created at least one custom field in Settings → Custom Fields. If you've just created a field and still don't see a value, open the user in edit mode, go to Additional Details, add the information and save.

Can users see their own custom field data?

It depends on the field's visibility setting. If a field is set to Everyone, the user can see it on their own profile. If it's set to Managers and admins or Admins only, it stays hidden from them.

Can I update custom fields for users I've already added?

Yes. As well as filling them in on a profile, the bulk tool now both adds and updates users. Select Download template, populate the custom field columns, and upload to update existing people in one go.

Can I show custom fields in the People list?

Yes. Toggle Show in list when creating or editing a field and it appears as a column in the People list. You can remove the column at any time without affecting the stored data.

What types of data can I store?

Six field types: Text, Number, Date, Yes/No, Dropdown and File. The File type lets you attach a document, such as a signed contract, directly to the profile.

Can I change a field's type after I've created it?

We'd recommend setting the type carefully when you create the field. (Please confirm whether the type can be edited later, see note below.)

What happens to the data if I delete a custom field?

Removing a field from the People list only hides the column. (Please confirm what happens to stored values and attached files if a field is deleted entirely, see note below.)

Updated on: 08/06/2026