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Manage options for user fields

Learn how to add, edit, delete, download, and manage options for single and multi select user fields via the web so you can capture additional information about your team.

What are user fields?

User fields allow you to capture and store additional information about the people in your organization. You can use them to record attributes like job titles, departments, locations, or employment type, which gives you a richer and more accurate picture of your team. Beyond storing information, user fields power other parts of the platform. They can be used to drive rule-based group and site memberships and support HR system integrations.

Every SafetyCulture organization includes a set of pre-defined system fields. You can also create custom fields to capture user details specific to your organization's needs.

View a team member's details using user fields on their profile.

Add options

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click More vertical icon on the upper-right corner of the page and select Users tag iconManage user fields.

  4. Create a new field or click More vertical icon on the right-hand side of an existing single select or multi select field, then select Pencil iconEdit.

  5. In the side panel, click Plus iconAdd option and enter a value. Repeat for each option you want to add.

  6. Click Create if you're creating a new field, or Save if you're editing an existing one.

Bulk add options via CSV

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click More vertical icon on the upper-right corner of the page and select Users tag iconManage user fields.

  4. Create a new field or click More vertical icon on the right-hand side of an existing single select or multi select field, then select Pencil iconEdit.

  5. In the side panel, click More horizontal icon on the right-hand side of the Options field, then select Upload iconBulk upload options (CSV). Add options to your user fields in bulk using a CSV file via the web app.

  6. In the pop-up window, click Download sample CSV, then add each option as a new row under the "Options" column. List of options for a single select user field in the CSV file.

  7. Drag and drop your CSV file into the upload box or click browse to select the file from your computer.

  8. Click Upload.

  9. Click Create if you're creating a new field, or Save if you're editing an existing one.

You can also add options in bulk by copying questions from an external document and pasting them when adding new options.

Deleting options from single and multi select user fields converts any groups with membership rules into normal groups, even if the deleted options aren't used in those membership rules.

Delete options

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click More vertical icon on the upper-right corner of the page and select Users tag iconManage user fields.

  4. Click More vertical icon on the right-hand side of the user field and select Pencil iconEdit.

  5. To delete an option, click Delete icon on the right-hand side of the option.

  6. To delete all options, click More horizontal icon on the right-hand side of "Options" and select Delete iconDelete all.

  7. In the pop-up window, click Delete or Delete all to confirm.

  8. Click Save on the lower-right of the page.

Deleting is irreversible, and we cannot restore permanently deleted items. Confirmation is always required before any deletion, so be sure you're not accidentally deleting the wrong item.

Download options as CSV

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click More vertical icon on the upper-right corner of the page and select Users tag iconManage user fields.

  4. Click More vertical icon on the right-hand side of an existing single select or multi select user field, then select Pencil iconEdit.

  5. In the side panel, click More horizontal icon on the right-hand side of the Options field, then click Download iconDownload options (CSV). Download options for a user field as CSV via the web app.

Frequently asked questions

When you update an option, the change automatically appears in the user details. On the other hand, when you delete an option, the details are replaced with "None".

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