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How to manage the Profile Attributes for your system (Admin)

System Admins of Premium systems can create custom Profile Attributes to collect information from their TORSH Talent users. The information collected is displayed in each user's TORSH Talent profile. If set up accordingly, these Profile Attributes can even be used to filter data in Insights.

To create and manage custom Profile Attributes, Admins can navigate to the ‘Profile Attributes’ tab of the Management panel. On this page, you will see your ‘Active Profile Attributes’ and your ‘Archived Profile Attributes.' To add a profile attribute, click ‘Add Profile Attribute.’

 

 

On the next page, you can decide which roles you want to complete the Profile Attribute and who can view the completed Profile Attribute by selecting your desired results.

Then, in the text boxes provided, type in the question/prompt you want the user to answer, along with a display label. Then, you can decide if you want the form component to be a text box, a dropdown menu, or a checkbox.

 

Note: If you select the dropdown menu, you will have the option to decide if you want to use the Profile Attribute as a custom Insights filter. Click the checkbox next to 'Display in Insights Reports' if so.

 

When you are done, click the blue ‘Review’ button. If the Profile Attribute looks good, click ‘Publish.’ 



 

Note: You cannot edit published Profile Attributes, but you can archive them so that they are no longer visible.

 

Once you publish the Profile Attribute, it will live on your ‘Active Profile Attributes’ list. If you don't want a Profile Attribute to be visible to your users, you can archive it. To do so, click the gear icon in the Actions column, and select ‘Archive.’

If you want to change up the order of the ‘Active Profile Attributes,’ you can do so by clicking on the arrow icon and dragging and dropping the attribute to wherever you see fit (except for the top three spaces which are the standard Profile Attributes).