There are times that you may want more information than can presently be found on a User. Custom Fields can be used to create data fields for a User that can be used in Reporting and Analytics to gather more data or correlate information around a User's unique information. Account Owners and Super Admins can quickly create User Summary Custom Fields to extend the functionality of Sibme.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your Sibme account administrator if you have permission.
- Super Admin
- Account Owner
Steps to accomplish the task:
An Account Owner or Super Admin can create up to 10 User Summary Custom Fields to hold data for every user in their account. To begin creating Custom Fields, click on your name in the top right corner and choose Account Settings. From the Account Settings page, click on the Custom Fields tile.
On the Custom Fields creation page, you will notice 2 tabs, 1 for User Summary and 1 for Assessment. Make sure you are on the User Summary tab to create User Custom Fields.
To give Admins the ability to update the information in their Custom Fields, then check the setting “Admins can modify custom fields in their user settings.” To give Users the ability to update the information in their Custom Fields, then check the setting “Users can modify custom fields in their user settings.” If neither of those options are checked, then only Account Owners and Super Admins have the ability to update the information for users in their accounts.
To begin creating Custom Fields, click the Add button on the far right of the screen. Remember, only 10 User Summary Custom Fields can be created. There is a tracker at the top that will show you how many Custom Fields have been created.
Once you have clicked on the Add button, then give the Custom Field a Name and a Type. The Name of the Custom Field is what Users will see when looking at their Custom Fields. The Type dictates what data can go in the field. The Type options are Text, Percentage, Number, and Yes/No. If you have child accounts and would like this Custom Field to be seen in the Child Accounts, then click on the “Share with child accounts” option.
You can also add another Custom Field by clicking the green Add button or delete a custom Field by clicking the red Delete button. Please be aware that if you delete a Custom Field, then you also delete all the data for all users in the account. Once you are done, don’t forget to click the Save button in the bottom right corner.
Once you have saved your Custom Fields, then users with permission can now go in and start entering data. The Custom Fields will also now be available to be used in Reporting and Analytics.