This article is for Super Admins.
By default, Qarrot only stores mandatory information such as first name, last name, and email address, and optional information including birthday, start date, job title, country, and unique identifier.
Custom attributes allow you to add more fields to your people’s profiles in order to easily organize, view, and select people. For example, to be able to view and select people by department, create a new attribute called “Department” and then populate it with the different department names within your company.
Once added, custom attributes will appear as columns in the bulk upload file that allows you to invite people to your organization. Custom attributes can also be used as filters when creating reports, campaigns, teams, and giving point budgets.
You’ll also be able to manually fill or edit the value associated with each custom attribute on the profile of each person in your organization.
To create a custom attribute, follow these steps:
First, go to Manage > Settings > Advanced options:
Click 'Add custom field', enter the name of the attribute you'd like to add to your people's profiles and click 'Add':
Use custom attributes as filters
After creating custom attributes and entering the corresponding information in users' profiles, you can use the custom attributes when creating a report, a team, a budget, or when selecting campaign participants. You simply have to select the option 'Specific profile fields' when you filter the list of campaign participants/budget recipients/team members:
Edit/delete custom attributes
You can edit or delete custom attributes from the Manage > Settings > Advanced options page in your (Super Admin) account.
You can edit custom attributes at any time by clicking 'Edit'.
You cannot delete a custom attribute currently in use in a budget, team, or campaign.
Important: Deleting a custom attribute will remove it and its values from all profiles in your organization and cannot be undone.