How to set Custom attributes for Users/Employees?

Category: General

Profit.co provides an option to set custom attributes while you are creating/updating the users.

Why this Feature?

  • By using this feature you can manage fields in the master layout and decide which attributes you want to have in the user management section.
  • Only Super Users can add custom fields for User Management.

Step 1

Navigate to Settings → User Management → Active Users from the left navigation menu.

Active Users Navigation

Step 2

On the Active Users Dashboard, click on the Ellipsis manage-iconicon and select Manage Fields.

Manage Fields

Step 3

In the Master Layout, drag and drop Sections and Attributes from the Palette according to your organizational needs.

Master Layou

Step 4

You can customize Standard Behaviour, Visibility, and Values for the newly added Section and Attributes from the Inspector tab. Once done, click on the Save button.

Customize Sections

The newly added section with customized attributes will be reflected in User Management as shown below.

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To learn about the process of adding a new employee, click here.

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