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How to Create and Edit Custom User Attributes in Teamflect

Learn how to create and edit custom user attributes in Teamflect to fit your organization’s needs.

Written by Myka

Overview

Teamflect enables administrators to extend standard Microsoft 365 fields by adding custom user attributes. These allow organizations to better align employee profiles with their structure, culture, and reporting needs making it easier to track details like certifications and language skills while keeping HR data flexible and actionable.

Step-by-Step Guide

Step 1: Access the User Attributes Section

  1. Log in to your Teamflect Admin Center.

  2. Navigate to the Users menu.

  3. Select User Attributes.

📌 Default Microsoft 365 attributes synced automatically include:

  • Job Title

  • Department

  • Country

  • Office Location

  • Employee Hire Date

  • Employee ID

  • Employee Type

  • Birthday

  • Mobile Phone

Step 2: Create a Custom User Attribute

Click Create new attribute, and toggle the 'Is active' on to activate it immediately.
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When Is active is turned OFF, the attribute becomes inactive and is no longer displayed in the Teamflect app. However, its existing data is retained and is not deleted.
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If you turn the attribute back ON, it becomes active again, and its previously stored values become visible according to the attribute's visibility settings.

Provide a label and (optional) description.
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Adjust visibility settings:

Visibility option

Who can see the attribute in the app?

Everyone

All users can see the attribute on user profiles.

User, manager and Teamflect administrators

The user, their manager, and Teamflect administrators can see the attribute on the user's profile.

Managers and Teamflect administrators

The user's managers and Teamflect administrators can see the attribute. The user cannot see it on their own profile.

Teamflect administrators

Only Teamflect administrators can see the attribute in the app.

Not visible

The attribute is not displayed on user profiles in the app.

📌Note: For Employee ID and Employee Type, the default visibility setting will be NOT VISIBLE.

Allow Editing the Attribute in the App

This feature is included in the Professional Plan and can be trialed for 30 days, free of charge.

Click here to learn how to start a trial.

Enable Allow this attribute to be edited in the app if you want users or managers to be able to update the attribute directly in Teamflect.,

When this setting is enabled, the Who can edit? section appears, allowing you to configure the following permissions:

  • Users can edit this attribute on their own profile: Users can update the attribute value on their own profile.

  • Managers can edit this attribute for their direct reports in their profiles: Managers can update the attribute value on the profiles of their direct reports.

You can enable either option or both, depending on your organization's requirements.
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Note: Teamflect administrators can edit custom user attributes regardless of these user and manager editing permissions. These options control editing access for users and managers, not administrators.

Click here to see how users can edit their attributes.

Choose a data type (number, text, date, currency, dropdown).
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Select an icon for visual representation.

Click Submit to save.

💡 Tip: You can rearrange the order of user attributes on profiles by clicking the arrow icon next to each attribute.

Step 3: Manage Attributes for Active Users

Navigate to Active Users in the Users menu.
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Click Edit next to a user’s name.

📌 For larger updates, see: How to bulk upload user attributes.

Important Notes:

  • Attributes synced from Microsoft 365 (e.g., Job Title, Department, Manager) are read-only in Teamflect.

  • These fields can only be edited if their data source is set to “Manual Input” in the Users Attributes Tab.

  • When an attribute’s data source is Microsoft 365, any changes must be made directly in Microsoft 365 — Teamflect will automatically sync and update the values.

  • When an attribute’s data source is Manual Input, the field becomes editable in Teamflect, and future Microsoft updates will not overwrite it.

  • To learn more about switching an attribute’s data source, visit this article.

HR Use Cases

  1. Skill Profiling

    • Track employees’ specialized skills for project assignments, mentorship, or training.

  2. Certification Tracking

    • Record certifications and qualifications for compliance and role suitability.

  3. Performance Metrics

    • Add KPIs or performance measures directly to profiles for easier review tracking.

  4. Project Assignment Preferences

    • Capture employee preferences to allocate projects strategically and boost engagement.

  5. Language Proficiency

    • Record language skills to support global collaboration and targeted training.

Final Thoughts

Custom user attributes in Teamflect give HR and admins the flexibility to capture and manage the data that matters most to your organization. Whether it’s for compliance, performance tracking, or employee development, these attributes help create a more personalized and effective HR system.

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