How to Add Custom Columns to Manage Users

Follow

Customizable columns can now be added to your ‘Manage Users’ page to assist in organizing information. 

To add columns: 

- Click the ‘Gear’ symbol in the top right-hand corner and select ‘Organization Settings.’

- Locate the ‘Custom User Fields’ section and select ‘New User Field +.’ 

- Add a ‘Label’ name and select the ‘Field Type’ you’d like the column to populate. 

- Select who has the ability to edit information and view custom columns. 


Please Note:

- Safety System Administrators will automatically have access to both. 

- If selected, Supervisors will have the ability to edit the information within the columns only if their ‘Edit User Information’ permission is enabled. Learn more about Supervisor permissions here.

- If selected, Trainees will be able to edit personal information within a custom column and view that information in their Dashboard. 

- Select ‘Create User field’ to save. 

To edit/remove columns:  

- Select the ‘Pencil’ icon to edit the existing column. 

- Select the ‘Trash’ icon to delete the column. 

Please Note: Custom columns are not tokenized or stored with extra security. Please do not add sensitive information such as social security numbers or dates of birth.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.