Skip to main content

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
Updated over a month ago

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.

Provide a label and (optional) description.

Adjust visibility settings:

  • Visible to everyone

  • Visible only to a user’s managerial hierarchy

  • Visible only to admins

  • Hidden from everyone except admins

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

Choose a data type (number, text, date, currency, dropdown).

Select an icon for visual representation.

Toggle the attribute on to activate it immediately.

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.

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.

Did this answer your question?