Configure which profile fields are available for users to edit and which fields display on public attendee profiles. System defaults, registration questions, and user-defined fields (UDFs) are all available as profile display and edit options. 

What Are Profile Edit and Display Settings? 

Profile Edit Setup controls which fields users can edit in their profiles and which are required. Required fields must be completed and cannot be left empty. Only required fields count toward "complete user profile" tasks in user journeys and games. 

Profile Display Setup controls which fields appear on public attendee profiles that other users can view. Fields with no values will still appear as empty fields on the profile display. When viewing profiles, users will also see options to chat with other users, schedule meetings, and send them a business card. 

How to Access Profile Settings 

1. Log into your Chati event dashboard 

2. Navigate to Profile Setup 

3. Choose between two tabs:  

1. Profile Edit Setup - Configure what users can edit 

2. Profile Display Setup - Configure what's publicly visible 

Understanding the Profile Table 

Column Headers 

Source: Shows field origin (System: Platform defaults, UDF: Account-level custom fields, Registration Question: Event registration questions) 

• Field Name: The name of the profile field 

• Show in Edit View: Whether this field appears when users edit their profile 

• Required Field: Users must complete these fields and cannot leave them empty 

Show on Public Event Profile: Whether this field appears when other attendees view profiles 

Field Sources 

System Fields: Built-in platform defaults (Name, Company, Job Title, etc.) 

• UDF Fields: Account-level custom fields you've created 

Registration Question Fields: Questions from your event registration form 

How to Add a Field as Editable

Go to Profile Setup > Profile Edit Setup 

2. Find the field you want to make editable 

3. Toggle ON the "Show in Edit View" column for that field 

Click Save at the bottom of the page 

How to Make a Field Required 

In Profile Edit Setup, find the field you want to require 

2. Ensure "Show in Edit View" is toggled ON first 

3. Toggle ON the "Required Field" column for that field 

Click Save 

Note: Some system fields like "User Level" and "User Type" cannot be made required (the toggle will be disabled). 

How to Reorder Profile Fields 

In either Profile Edit Setup or Profile Display Setup 

2. Click and drag the field rows up or down to reorder them 

3. Fields will appear to users in the order you set them 

Click Save to apply the new order 

Tip: Place the most important fields at the top of the list. 

How to Change Field Labels 

Click on the field name you want to change 

2. Type the new label name 

Click Save 

Note: The system remembers the original field purpose even when you change the label. 

How to Control Public Visibility 

Go to Profile Setup > Profile Display Setup 

2. Toggle ON "Show on Public Event Profile" for fields you want others to see 

3. Toggle OFF fields you want to keep private 

Click Save 

Important: Fields with no values will still appear as empty fields on the profile display. 

How to Add More Profile Fields

Option 1: Create Registration Questions [Event Level] 

1. Go to Registration > Questions 

2. Click “Create New Question” 

3. Fill in the question details: 

1. Question: The question users will see 

2. Answer Format: How users will see answer options (and if it will be a single answer or multiselect) 

3. Settings: Ensure it is “Active” and decide if it should be a required field. 

4. Add Answer Options 

4. Click “Create” then save the page 

5. Return to the Profile Setup to enable the new field 

Option 2: Create User Defined Fields (UDFs) [Account Level] 

1. Go to Event Account Settings > User Defined Fields 

2. Select User section 

3. Click Add New Field or similar button 

4. Fill in field details:  

1. Description: Internal reference 

2. Label: What users will see 

3. Data Type: Usually "String" for text 

4. Entry Type: Choose from dropdown, text area, checkboxes, etc. 

5. Save the UDF 

6. Return to Profile Setup to enable the new field 

Quick Setup Checklist 

Essential Fields to Enable for Most Events: 

• Profile Picture 

• Name or First Name/Last Name (Required) 

• Email (Usually edit only, this must be required) 

• Company Name 

• Job Title 

• User Profile (About Me section) 

Common Fields to Hide from Public Display: 

• Address fields 

• Phone numbers 

• Email addresses (unless you want to encourage direct contact) 

Testing Your Configuration 

1. Check the edit experience: Go through profile editing as a test user 

2. Verify public display: View the test profile as another user would see it 

Common Field Recommendations 

For Networking Events: Enable industry, experience level, professional interests  

For Educational Events: Enable learning goals, expertise areas, professional development interests 
For Internal Company Events: Enable department, office location, current projects  

For International Events: Enable Country and Time Zone fields 

Remember to click Save after making any changes to apply your configuration.