How to Use WPS Custom Member Fields on Windows

Use Custom Member Fields with 2 how-to topics, and both topics are membership-related so you can jump from the index to the matching steps.

How-to Index

How-to Guide

1. Add Custom Member Fields

Entry: Admin Console → Directory → Member Fields → Add Custom Field

1. Open the WPS365 client and click Admin Console from the lower-left area of the client home page.
2. In the left navigation pane, click Directory.
3. Click Member Fields, then click Add Custom Field.
4. Enter a field name, such as job level or onboarding date.
5. Select a field type: text, option, or webpage.
6. Click OK to create the field.
7. After the field is created, update member information manually in Directory - Organization Structure, or use Directory - Batch Import/Update to import or update member information with Excel.

Success Criteria

• Interface result: The new custom field appears on the Member Fields page.
• Next action available: The field can be filled in on member profiles or used in a batch import template.

Tips While Using

• Permission: Directory management permission in the admin console is required.
• Membership: This feature requires an enterprise plan.
• Data entry: After creation, the field can be maintained manually or through Excel batch updates.

2. Manage Custom Fields

Entry: Member Fields page

1. Open the Member Fields page.
2. Click the field filter and set the filter to Custom Fields.
3. Review all existing custom member fields.
4. Edit the field name, type, or related settings as needed.
5. Delete a field if it is no longer needed.

Success Criteria

• Interface result: The filtered list shows all custom fields.
• Next action available: You can complete edits or deletion and then review the changes in member profiles.

Tips While Using

• Data impact: If a field that is already in use is deleted, the entered data will be lost.
• Visibility: Use a stricter visibility range for sensitive information.
• Membership: This feature requires an enterprise plan.