How to Add Custom Columns to Manage Users

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

To add columns: 

  1. Click the ‘Gear’ symbol in the top right-hand corner and select ‘Organization Settings.’
  2. Locate the Custom User Fields section and select ‘New User Field +.’ 

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

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

  • 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, viewing that information in their Dashboard. 

      5. Select ‘Create User field’ to save. 

 

To edit/remove columns:  

  1. Select the ‘Pencil’ icon to edit the existing column. 
  2. 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 date of birth.

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