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Gather relevant information about your users by creating one centralized source of data customized per space
There are two types of information that you would want to consider: general information and space-based information.
1.General information
Ex: name, surname, email, job title,...
1. Go to the Organization settings in the left-hand corner (you must be an organization owner to view this)
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2. Click on Member settings, where you'll have a view of all the fields that exist on the platform.
3. Click on the + button to add any extra fields.
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4. Choose a Field name and select the Field type from the drop down menu
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5. Define who should be able to edit that field: the user, the space owner or both. Click Create to complete creation of the new field.
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2. Space-based information for Space Owners
1. Go to the space
2. Click on the Settings wheel in the top right-hand corner (you must be a space owner to access the space settings)
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3. Click on Member settings and then on the + button-1.svg)
4. Select the name and type of the desired field
5. Define who should be able to edit that field: the user, the space owner or both. Click Create.
Examples:
- Family Space: X'th Generation, Family branch, role in the family, address, phone number, birthdate, interests, hobbies, CV, ... etc.
- Shareholder Space: number of shares, type of ownership, date became shareholder, date wanting to pass shares to children, ... etc.
- Board Space: start date current mandate, end date current mandate, type of Board member, number of mandate, identification number, etc.