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.
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