> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exec.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile Fields

> Create custom fields like Department or Region on every member's profile and use them to personalize roleplays

Profile fields are custom attributes a workspace adds to every member's account, such as **Department**, **Region**, or **Segment**. Admins create the fields, members fill in their own values, and roleplays can read those values to tailor a scenario to each person through [conditional context](/roleplays/conditional-context).

Manage fields from **Settings > Users > Profile Fields**. Only [workspace admins](/platform/admin-capabilities) can open this page.

<Frame>
  <img src="https://mintcdn.com/exec-79a6bbdb/V8sBs0Da31Z8Y7m1/images/profile-fields/profile-fields-list.png?fit=max&auto=format&n=V8sBs0Da31Z8Y7m1&q=85&s=f895e4d49e260fa1ae02dbacdd64de5c" alt="The Profile Fields page listing a Department dropdown field and a Territory text field" width="2560" height="860" data-path="images/profile-fields/profile-fields-list.png" />
</Frame>

***

## Field types

| Type         | What members see                                 | Works with conditional context |
| ------------ | ------------------------------------------------ | ------------------------------ |
| **Dropdown** | A list of options you define, up to 20 per field | Yes                            |
| **Text**     | A free text box                                  | No                             |

Use **Dropdown** whenever the answer comes from a known list, such as departments or regions. It keeps values consistent, which makes filtering reliable and is required for conditional context.

***

## Create a field

<Steps>
  <Step title="Open Profile Fields">
    Go to **Settings > Users > Profile Fields** and click **Create Field**.
  </Step>

  <Step title="Name the field and choose a type">
    Enter a **Name** of up to 60 characters, such as "Department" or "Region", then choose **Dropdown** or **Text**. The name is what members see on their profile, and it must be unique in the workspace.
  </Step>

  <Step title="Add options (Dropdown only)">
    Type each option in its own box and click **Add Option** for another.

    <Frame>
      <img src="https://mintcdn.com/exec-79a6bbdb/V8sBs0Da31Z8Y7m1/images/profile-fields/new-profile-field.png?fit=max&auto=format&n=V8sBs0Da31Z8Y7m1&q=85&s=05088e44e8e472ac7b4f26da6b8599aa" alt="The New Profile Field panel with the name Region, type Dropdown, and options West, Central, and East" width="2560" height="1600" data-path="images/profile-fields/new-profile-field.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save**. The field appears on every member's Account panel right away.
  </Step>
</Steps>

***

## Edit or delete a field

Click a field to edit its name, options, or type, and drag fields by their handle to change the order they appear in. To delete one, open the row's **...** menu and select **Delete Field**.

If a scenario uses the field, both the edit panel and the delete confirmation show **This field is currently being used**, with a count of the scenarios and conditional context rules that rely on it.

<Frame>
  <img src="https://mintcdn.com/exec-79a6bbdb/V8sBs0Da31Z8Y7m1/images/profile-fields/edit-profile-field.png?fit=max&auto=format&n=V8sBs0Da31Z8Y7m1&q=85&s=5f4b83fef4b17098aceb32a901a35b77" alt="The Edit Profile Field panel for Department, showing a warning that one conditional context relies on the field's options" width="2560" height="1600" data-path="images/profile-fields/edit-profile-field.png" />
</Frame>

| Change                          | What happens                                                                                  |
| ------------------------------- | --------------------------------------------------------------------------------------------- |
| Rename the field                | Members' values are kept                                                                      |
| Remove or rename an option      | The option is cleared for members who chose it, and its conditional context rules are deleted |
| Change **Dropdown** to **Text** | All selections and the field's conditional context rules are deleted                          |
| Delete the field                | The field, every member's value, and its conditional context rules are removed permanently    |

***

## Set values

**Members** fill in their own values by clicking their profile picture in the top-right corner and selecting **Account**. If a roleplay needs a value they haven't set, Exec asks for it before the session starts and saves the answer to their profile.

<Frame>
  <img src="https://mintcdn.com/exec-79a6bbdb/V8sBs0Da31Z8Y7m1/images/profile-fields/account-profile-fields.png?fit=max&auto=format&n=V8sBs0Da31Z8Y7m1&q=85&s=a09ae1603c8fb59d10ab50a9f8ece474" alt="The Account panel showing built-in details followed by the Department dropdown and Territory text field" width="1000" height="1600" data-path="images/profile-fields/account-profile-fields.png" />
</Frame>

**Admins** can set values for anyone from **Settings > Users**:

* **One member:** open the row's **...** menu and select **Edit Profile Fields**. Use **Clear value** to empty a field.
* **Many members:** tick the members, click **Set Profile Fields** in the bulk action bar, then tick only the fields to update.

<Frame>
  <img src="https://mintcdn.com/exec-79a6bbdb/V8sBs0Da31Z8Y7m1/images/profile-fields/set-profile-fields-bulk.png?fit=max&auto=format&n=V8sBs0Da31Z8Y7m1&q=85&s=6c48d1b79436985b91589a971a5779ba" alt="The Set Profile Fields dialog with three members selected, Department ticked and set to Enterprise Sales" width="1024" height="756" data-path="images/profile-fields/set-profile-fields-bulk.png" />
</Frame>

To find members by value, click **Filters** on **Settings > Users** and pick a profile field. Every field includes a **Not set** option, which shows who still needs a value. Profile field values are also included as columns in the **All Users** export. See [Understand the Settings Tab](/platform/settings-tab#users) and [Export Data](/platform/export-data).

***

## Use profile fields in roleplays

* [**Conditional context**](/roleplays/conditional-context) adds background to the AI character when a member's dropdown value matches a rule, so one scenario can play differently for Enterprise and SMB reps.
* **Variables** insert a member's value directly into scenario text. Type `{{user_` plus the field name in lowercase with underscores for spaces, then `}}`. For example, a field named Territory becomes `{{user_territory}}`.

For when to use conditional context and when to build separate scenarios instead, see [Advanced Roleplay Building](/roleplays/advanced-building#conditional-context).
