Profile details

The Profile details admin page allows administrators to determine what information can be added when a user edits their profile. Administrators determine what profile fields display, what fields are required, what fields contribute to profile strength, and whether any fields can only be edited by administrators. The Profile details page is located on the Admin panel: Users & security section > Template - profile details page.

Profile Strength indicator

At the top of the Profile details admin page is a checkbox option regarding the Profile Strength indicator. The Profile Strength indicator shows on profile pages only to the profile owner and to admins, and also shows when editing your profile. Essentially, the more information a user adds to their profile, the stronger their profile strength. To learn more, see Profile Strength.

Show Shout-outs on profile

At the top of the Profile details admin page is a checkbox option to Show Shout-outs on profile pages. If selected, the number of Shout-outs a user has received shows below their name on their profile page. Clicking on the number of Shout-outs displays a list of the Shout-outs in a pop-up window. To learn more see Shout-outs settings & reports.

Documents and subpages on profiles

At the top of the Profile details admin page is a checkbox option to allow users to add documents or pages to their profile. This checkbox is checked by default, allowing users to add documents and pages to their profile. If the box is unchecked, users will not see options to add a page or upload a file on their profiles. Users will also not be able to move pages or files underneath a profile page.

Super admins and content admins can add pages and documents underneath anyone's profile page as long as they are in admin mode. This is true even if users are not permitted to add pages or documents to their profiles.

Profile completeness report

Near the top of the Profile details admin page, there is a button called Download profiles (.xlsx). Clicking this button will download a file that contains profile information for all active users, sorted alphabetically by last name. Administrators can use the report to see who has filled out their profile, how much they have filled out, and the content of each profile field.

Each profile field is listed in a separate column. If the Show profile strength indicator option is selected on the Profile Details page, then the Profile strength column indicates the percentage of profile strength for the user. The Profile photo column indicates whether the user has uploaded a profile photo or not. Private and password custom fields are not displayed in the report.

Profile sections

By default there are four sections on the Profile details admin page. The sections found here determine what sections are available when users edit their profiles, and what sections show on profile pages. The four default sections are: Featured information, Contact & Bio, Relationships & Groups, and Expertise & Skills. Featured information shows in the headers of profile pages, and the other sections appear as cards on profile pages.

Each of the sections contains multiple information fields that users can fill out. There are default fields in each section, and administrators can add additional fields. Certain field types (text, dropdown list, date, and link) can be added to the Featured information section and will display in the page header.

Add new section

Administrators can add new sections to the profile details page, which will show as new cards on profile pages. To add an information field to an existing card, see the Add new field section.

1. Go to the Admin panel: Users & security section > Template - profile details page.
2. Click the Add Section button at the bottom of the page. The New section pop-up window appears.
3. Click in the Section label text box and type a title for the section. If multiple languages are enabled on your intranet, select another language from the language dropdown and type a title for that language in the text box.
4. Click Done in the New section window.

See the Add new field heading below to add fields to your newly created section.

Add new field

Add a field to a section to add another place for users to add a specific piece of information on their profile. Field content is added to the search index, so any values populated will be searchable to help find specific users. There are eight types of fields that can be added. The tag type of field also allows for filtering of users into any desired set of criterion by using tag facets for search.

1. Go to the Admin panel: Users & security section > Template - profile details page.
2. Find the section that you want to add the field to.
3. Click Add field under that section. The New field pop-up window appears.
4. Select the type of field that you want to create. (See Field types heading below for descriptions of the field types.)
5. Click in the Field label box and enter a name for the field. (If multiple languages are enabled, add a name for each language in the corresponding text box.)
6. Options:
   1. Check Add icon to field label to pick an icon to display with the field title. Use the search box to filter icons by your search term and click on the icon you want to select it.
   2. Check the Display field box to have the field display for users (the option to hide the field is not present for all fields).
      1. Check the Only admin can edit box to prevent users from entering info in the field.
      2. Check the Include in profile strength box if you want this field to contribute to the profile strength in edit profile.
      3. Check the Required field box to require users to fill out the field.
      4. (Tag-type profile fields only) Check the Allow editors to create new tags for this field to allow users to add their own tags to this field.
7. Enter additional information as required for the Dropdown list or Tags field types. (See Field types heading below.)
8. Click Done in the Edit field window.

Field types

There are 8 types of  fields that can be added:

• Text: A single line of text.
• Text Area: A multi-line text area.
• Rich Text Editor: A multi-line text area with the full editor in place for formatting.
• Dropdown List: A customizable dropdown list for user selection. The dropdown options can be used to filter and find ThoughtFarmer users in the employee directory. This field type is used as part of the Expertise locator feature of ThoughtFarmer. You must add items for the dropdown list when you create this type of field. Click in the Display Text box and type the dropdown list item. Click in the Value box to enter a unique value or ID that corresponds to the dropdown item and is used when syncing with external user management services. Click Add another dropdown option to add more dropdown items.
• Tags: A tag area that allows multiple additional terms to be added. These tags can be used to filter and find ThoughtFarmer users in the employee directory. This field type is used as part of the Expertise locator feature of ThoughtFarmer. If you wish, add or select tags that will be recommended to users for that field by typing them in the Add tags box, and then either selecting the tag or choosing to create a new tag in the dropdown menu. If the checkbox Allow editors to create new tags for this field is selected in the Edit field window, users will be able to add their own tags to this type of field. To learn more about enabling tag creation, see Tags overview.
• Link: Allows the user to choose a link from the intranet, an external website, or an email address.
• Date: Allows the user to select a date from a calendar.
• Text (Private): This is the same as a text field, except it cannot be seen by any other users except the profile owner. These fields are intended for use in custom Cards.
• Password (Private): This is the same as a private text field, except the characters are masked in the input field, and the value is stored in the database using encryption. These fields are intended for use in custom Cards.

Any fields (with the exception of tags) can be mapped with any field in a user's Active Directory account.

Profile fields that are added are not displayed on the Employee Directory by default. To learn about customizing the Employee Directory listings, see People directory format.

Add or edit profile field icon

Many profile fields come with a default icon that displays with the field label on profiles. You can add icons to custom profile fields, and you can change or remove default icons.

1. Go to the Admin panel: Users & security section > Template - profile details page.
2. Click on the edit icon on the right of the field you want to edit.
3. In the edit field window:
   • To add an icon, select the Add icon to field label checkbox. Use the search box to filter icons by your search term and click on the icon you want to select it.
   • To change an icon, use the search box to filter icons by your search term and click on the new icon you want to select it.
   • To delete an icon, deselect the Add icon to field label checkbox.
4. Click Done.

Other options

See below for more options for configuring profile pages on the Admin panel: Users & security section > Template - profile details page.

• Choose profile header format: The profile page header (which includes the cover photo, profile photo, and featured information) can be dragged to two positions in the profile template. It can be at the very top across the full width of the page, or it can be at the top with the left navigation card on its left. Drag the profile page header to the spot where you want it to appear.
• Reorder fields: Drag and drop fields to reorder them within sections or switch them to a different section. Default fields in the Featured Information section cannot be reordered because of the way they appear in the profile header.
• Reorder sections: To rearrange sections, go to the Admin panel: User interface section > Content templates page. Edit the Profile template to rearrange the section cards. To learn more, see Create and edit default templates.
• Change the field label: Click the edit icon beside the field, type a new field label in the window that appears and click Done. If you have multiple languages enabled, be sure to update the labels for all languages.
• Hide field: Uncheck the box in the Display column to hide the field. Fields can be hidden even if users have already filled them out. The information will be saved but will not appear on their profile. New users will not see hidden profile fields. Some fields (like first and last name) cannot be hidden.
• Make field only editable by admins: Check the box in the Only admin can edit column to make it so users cannot edit that field.
• Include in profile strength: Check the box in the Include in profile strength column to have that field contribute to the profile strength calculation.
• Require field: Check the box in the Required column to require that field to be filled out before a user can save their profile.
• Delete field: Click the garbage can icon beside the field and then click Delete in the window that appears to confirm the deletion. Information that users have entered in the field will be lost if you delete the field. Not all fields can be deleted, but they can be hidden instead.
• Delete section: Click the garbage can icon beside the section and then click Delete in the window that appears to confirm the deletion. A section can only be deleted if there are no fields in it.