How to set Custom attributes for Departments?

Profit.co provides an option to set custom attributes while creating/editing Departments.

Why this feature?

By setting the custom attributes you can manage fields in the master layout and decide which attributes you want to have if you create a new or edit an existing Department.

Note: Only Super Users have access to add custom fields.

Step 1

Navigate to Settings → User Management from the left navigation panel.

On the User Management Page click on the Departments. Under Departments Click on the Master Layout icon to manage fields.

Step 2

On the Departments page, Click on the Master Layout icon to manage fields.

You can insert the Sections and attributes from the list of layouts. You can insert the Attribute by dragging it inside the section and then click Save. Then, click on the Input box and then type the Name in the Inspector section.

Finally, click on the Save button.

Note: Now, when you create a new Department, the section you have created using the Master Layout will be reflected there.

Note: Adding the Search attribute to the master layout enables a convenient selection of employees, offering the flexibility to choose between single or multi-select options. 

Related Answer Post

To learn more about setting custom attributes for goals. click here