Custom Profile Fields Add-on

Student and Employee profiles in Teachworks contain several standard fields for recording contact information, billing details, and more. However, you can also create as many custom fields as you want to store additional information for both Student and Employee profiles.

Enabling the Add-on

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Use the "Search" field on the right and enter "Custom Profile Fields".
3. Click on the "Enable" link.

Creating Custom Profile Fields

Once the add-on has been enabled, you can add custom profile fields by following the steps below:

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Click on "Add New" or "Manage" under the Custom Profile Fields Add-on.
3. In the "Profile Type" field, select the type of profile you would like the custom profile field to be displayed on.  You can select from the following options:
   • Customer
   • Student
   • Employee
     
     NOTE: "Customer" custom profile fields appear on both Family and Independent Student profiles.
4. Enter a name for the custom profile field in the "Field Label" field.  This will appear above the field on the profile.
5. Select the input field type in the "Input Type" field.  You can select from the following input types:
   • Text Field - This field is for a single line of text.
   • Text Box - This field is a larger text box for typing in a large amount of text.
   • Date Field - This field allows you to add a date field to the profile.
   • Select - This field adds a drop-down select menu with one or more options.
   • Multiple Select - This field adds a drop-down select menu that allows users to select more than one option.
   • Check Box - This field adds a single checkbox that can be checked or unchecked.
   • Radio Button - This field allows a user to select one of multiple options.
     
     NOTE: If you want to add a URL to a Custom Profile Field, you can type in the URL and it will automatically render it as a clickable link when using the "Text" or "Text Area" input types.
6. If you've selected an input type that will have multiple options (ie. "Select" or "Radio Button"), enter the options in the "Options" field.  You can separate each item with a comma.
7. Submit the form to create the custom profile field by clicking "Save" or click the "Save & Add Another" to repeat the process.

Setting the Order

Once you've added several custom profile fields, you can set the order that custom profile fields are displayed on profiles by following the steps below:

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Click on "Manage" under the Custom Profile Fields Add-on.
3. Move your cursor over the rows and drag and drop the custom profile fields into the correct order.

Permissions

• Custom fields for student profiles are for internal use only, so they are only visible to Staff and the student's teachers.  Students and Families are not able to see custom profile fields on their profiles.
• Staff with the "Students & Families" permission set to "Manage" can manage the data in these fields.
• You can hide custom profile fields from teachers by checking the "Hide from Teacher Accounts" check box when creating or editing custom profile fields.
• Employees can view and manage the custom fields on their own profiles, except for fields with the "Hide from Teacher Accounts" setting enabled which cannot be edited by teachers.
• Staff with the "Teachers" permission set to "Manage" can also manage the content in custom fields for other employees.