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Documentation Index

Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt

Use this file to discover all available pages before exploring further.

School-level feature — managed within your school portal at yourschool.deandesk.com.
DeanDesk lets you customize the profile form that users see when signing up, completing applications, or editing their account — both at the level of which standard sections appear and the custom metadata fields you want to collect. Open Admin Dashboard → Profile Form Settings to manage both.

Standard sections

Profile forms are made up of standard sections plus any custom fields you add. Basic Information (name, email, phone) is always required and cannot be turned off. The rest are toggleable per audience.
SectionAdult profilesChild profiles
Basic InformationAlways onAlways on
Date of BirthOptional toggle (default on)Always required
GradeNot applicableAlways required
AddressOptional toggleOptional toggle
Emergency ContactOptional toggleOptional toggle
Health InformationNot applicableOptional toggle
For child applications, first name, last name, date of birth, and grade are all required before the child record can be submitted. The validation message is: First name, last name, date of birth, and grade are required.

Customizing child grade options

The Grade picker on a child profile defaults to Pre-K, K, and grades 1–12. You can replace this list with your school’s own grade labels under Profile Form Settings → Child Profiles → Basic Information → Grade Options.
1

Open Grade Options

Expand the Grade Options section under the Child Profile tab.
2

Add, rename, or remove grades

Edit the list to match the grades your school uses (e.g. “Nursery”, “KG1”, “KG2”, “Year 1”, etc.). You can mix the defaults with custom labels.
3

Reorder

Drag grades into the order you want them to appear in the dropdown.
4

Save

Save. The new list is used on every new and existing child profile immediately.
1

Open Profile Form Settings

Go to Admin Dashboard → Profile Form Settings.
2

Pick the audience tab

Use the Adult Profiles or Child Profiles tab depending on which audience you want to configure.
3

Toggle sections

Turn each optional section on or off. Changes apply immediately to all surfaces — application flow, the Profile tab in User Management, and the Child Application Manager.

Custom metadata fields

Custom metadata fields let you collect information that isn’t covered by the standard sections — anything from “preferred pronouns” to “bus route” to “scholarship status”.

Field scope

Every custom field is scoped to a specific audience so you only collect what’s relevant for each user type:
ScopeWhere the field appears
AllBoth adult and child profiles
AdultAdult profiles only (parents, teachers, admins, adult students)
ChildChild profiles only
Child applicationChild applications only — collected during the parent’s onboarding flow, not on the child’s standing profile
Admin onlyVisible only to admins, never shown to the user themselves
You can also scope a custom field by role — applicant, parent, student, member, teacher, or admin — so the field only renders for users in those roles. This is useful for role-specific data like “Volunteer hours interest” (parents only) or “Background check date” (teachers only).

Field types

TypeWhat it storesExample
TextSingle-line text”Bus route”, “Preferred pronouns”
TextareaMulti-line textNotes, allergies
NumberNumeric value”Years at school”
DateCalendar date”Sibling birth date”
Yes / NoBoolean toggle”Photo release on file?”
DropdownSingle choice from a list”T-shirt size: S / M / L / XL”
Multi-selectMultiple choices from a list”Interests: Sports / Arts / STEM”
File uploadDocument or imageVaccination record, ID card

Categories

Group related fields together with categories. Each field can be assigned a category key, label, and order. Fields appear on profile pages grouped under their category heading. For example, you might create a Health & Safety category that contains “Allergies”, “Doctor’s contact”, “Vaccination record” — three different field types presented under one heading.

Public vs admin-only fields

Each field has a visibility setting:
  • Public — the user can view and edit the field on their own profile
  • Admin only — the field is editable only from the admin’s view of the user’s profile, never shown to the user
Use admin-only for internal notes, scholarship status, or any sensitive information you don’t want the user to see.

Required fields

Mark a field Required to block submission until it’s filled in. Required fields are enforced both during application onboarding and when admins edit a profile.

Adding a metadata field

1

Open the metadata editor

Go to Admin Dashboard → Profile Form Settings, pick the audience tab, and scroll to Custom Fields.
2

Click Add Field

Pick the field type from the list.
3

Configure the field

Set the field name (used as the data key), label (shown to users), description (helper text), category, scope, visibility, and whether it’s required. For dropdown and multi-select fields, also enter the list of options.
4

Save

Save. The field is live immediately on every relevant profile and application surface.

Where metadata appears

Once configured, custom fields appear in the following places:
SurfaceWhat’s shown
Application onboardingPublic fields are shown as part of the relevant step (adult profile, child application, etc.)
User profile (admin view)All fields, grouped by category, editable by admins
User profile (self-edit)Public fields only
Admissions QueuePublic + admin-only fields, surfaced on the applicant detail panel
Bulk importCustom fields can be set via CSV columns and are validated against the field schema
Ordering fields within a category is drag-and-drop. Use it to put the most-asked questions at the top of each section.

Reordering and removing fields

  • Drag fields up or down within their category to reorder them.
  • Delete a field to remove it from the schema. Existing data on user profiles is preserved on the server but is no longer surfaced anywhere in the UI.
Deleting a field hides its data from the UI but does not erase it. If you need to permanently delete data for a privacy request, contact DeanDesk support.