People: Adding a New Field

Requirements

This user guide is for anyone on Claromentis 8.2+ 

 

Overview

In this video we will look at creating a new field or metadata to be added to a suers profile. We can determine where this field will appear as well as define who may be able to see the field

 

Steps

1. Whilst in the configure user fields area of the People admin area select Add New Field

2. This will allow you to name the new field this can be anything you deem usful to add to a users profile. For example this could be an extension number field to allow users to contact one another in an office environment

3. Choosing the type of field will enable you to have a variety of different content added to a users profile this could be a standard text line, a date field or an area to upload an attachment

4. You can then determine where this field will appear such as the view profile, my profile or edit profile from admin areas. You can also choose to include this field into the advanced search options of the staff list

5. The last option you have is do give the field special permission meaning it could be editible by certain users on the front end or invisible to users other than your HR team as an example

Last modified on 22 May 2019 by Mhairi Hutton
Created on 31 January 2018 by Michael Hassman

Was this helpful?  

0 Likes
Share