How do I add and update custom Workspace Member data fields?

Administrators can customize these to add fields such as gender, region, department, and more. This can track additional attributes for initiatives such as DE&I program. This article will guide you through how to customize your data settings, update your workspace members, and track your custom data.

Navigate to Workspaces > General Settings > Additional Fields

Member Data lets you create additional custom fields that can be used to organize and filter your Workspace. Examples include Region or Gender. You can add up to 10 custom fields.

Click Save Changes to apply your new data fields to the Workspace. If you need to update data fields for additional Workspaces, simply select another Workspace name from the top-left corner of the page and repeat the process.
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Update your data fields by uploading a CSV list. Navigate to Workspaces > Manage members and upload a CSV with the appropriate fields. You will be prompted to upload a new list or update existing Workspace Member data.

You can always add one member at a time by clicking add a member on the top of the page.

Go to Reports and use the Filter option to sort or view data by each custom field you've created.

You’re all set!