People, teams and venues
Information belongs on the record it describes. A shirt size concerns a person; seating capacity concerns a venue. Create the field in the right place so the team finds it where they work.
You need permission to manage fields for the relevant item. Permission to configure directory visibility is separate.
Choose the record to extend
In Settings, open the corresponding section:
| Section | Screen |
|---|---|
| People & teams | Member fields |
| People & teams | Temporary member fields |
| People & teams | External contact fields |
| People & teams | Team fields |
| Venues & zones | Venue fields |
| Venues & zones | Zone fields |
Permanent and temporary member fields are separate. Creating a field on one does not create it on the other.
Add a field
- On the selected screen, choose Add a field.
- Enter the Label and Type. For example, “Seated capacity” with type Number on a venue.
- Set default visibility and whether it is required.
- Select Create field, then open a record of this type to check the result.
Field types, archiving and deletion follow the same principles as event fields. These records do not have different field sets for each event.
On a permanent or temporary member, The person concerned can fill it in themselves makes the field available to that person in My account. This option does not determine who can read the information.
Set directory visibility
In Settings → People & teams, open the fields for the relevant person type: member, temporary member or external contact. The Directory visibility column appears directly in the field tables if you have permission to view or manage directory visibility.
Choose an audience for each field: you can hide it, restrict it to the same team or show it to all participants, for example. Without permission to manage visibility, you can only read the current audience.
Each change saves immediately. A template or an event can restrict the display configured here but cannot widen the audience. Check the intended readers before making personal information visible.
The system Phone field supplies the Call and SMS actions in the directory. You do not need to create a custom field for this purpose.