For the complete documentation index, see llms.txt. This page is also available as Markdown.

Custom User Attributes

Custom User Attributes extend the standard Welkin user profile with additional fields specific to your organization — for example, clinical specialty, NPI number, department, or any other property you need to track per user.


Attribute types

Predefined attributes

Predefined attributes are built and maintained by the Welkin team to accommodate known use cases. They cannot be deleted, but their display settings can be adjusted. To edit a predefined attribute, click the pencil icon next to it.

Custom attributes

Custom attributes are created and managed entirely by your organization. They can hold any data relevant to your users and have no predefined purpose in Welkin. Custom attributes can be:

  • Created — define a name, label, type, and visibility

  • Edited — update the configuration at any time

  • Deleted — remove attributes that are no longer needed (using the trash icon)


Attribute statuses

Each attribute can be set to one of the following visibility/editability states:

Status
Description

Editable

Visible and editable by users or admins

Read-Only

Visible but cannot be changed by users

Hidden

Not visible in the user profile

Inactive

Disabled; not used


Searching attributes

You can search and filter the attribute list by:

  • Name

  • Status (Inactive, Hidden, Read-Only, Editable)

  • Field type

  • Predefined vs. Custom


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