User Information Fields | Edusuite

This feature allows you to set which information fields will appear for a user profile.

To access this module, go to Users > User Setup > User Information Fields

Create a New Information Group

To create new field groups, click on the New Group button on the upper-right side of the page

Fill up the details as necessary:
- Label - Name of the field group
- Field Access - set who can access the group/fields
  - Use PER FIELD Access - Each field in this group has its access (editable by/viewable by)
  - Use GROUP FIELD Access - All fields in this group follow the access of the group
- Editable By - Set who can edit the fields
- Viewable By - Set who can see the fields. These users can see but cannot edit the fields

Click Add field group once done

Edit an Information Group

To edit a field group, click the Pencil button on the field group

Edit the details as necessary:
- Label - Name of the field group
- Field Access - set who can access the group/fields
  - Use PER FIELD Access - Each field in this group has its access (editable by/viewable by)
  - Use GROUP FIELD Access - All fields in this group follow the access of the group
- Editable By - Set who can edit the fields
- Viewable By - Set who can see the fields. These users can see but cannot edit the fields

Click Save Changes once done

Arrange Information Groups

The arrangement of the fields is how they will appear in the user's profile.

To re-arrange the groups, hover your cursor over the group you’d like to arrange. The hand pointer should appear
Drag-and-drop the group to the desired position

Delete an Information Group

To delete a field group, click the Trash bin icon on the field group

Confirm your selection

Create New Fields inside an Information Group

The “Editable By” and “Viewable By” fields will not be available if the field group is set to use GROUP FIELD Access

To add fields to a group, click + Add New Field on the group

A new pop-up appears. Fill up the details as needed:
- Label - Name of the field
- Field Type - Set what data is expected to be entered. Possible options include:
  - Text Field
  - Number Field
  - Dropdown
  - Date
  - File
  - Email
  - Text Area
  - Checkbox
- Binds To - Set whether to link this field to data that will be reflected in SF1 reports
- Editable By - Set who can edit the fields
- Viewable By - Set who can see the fields. These users can see but cannot edit the fields
- Required - Set if this field is required. Users will not be able to proceed if the required fields are empty
- Include in reports - Choose whether to include this field in the generated reports template

Click the Add field button once done

Edit a Field inside an Information Group

To edit a field, click the Pencil icon on the field

A new pop-up appears. Modify the details as needed:
- Label - Name of the field
- Field Type - Set what data is expected to be entered. Possible options include:
  - Text Field
  - Number Field
  - Dropdown
  - Date
  - File
  - Email
  - Text Area
  - Checkbox
- Binds To - Set whether to link this field to data that will be reflected in SF1 reports
- Editable By - Set who can edit the fields
- Viewable By - Set who can see the fields. These users can see but cannot edit the fields
- Required - Set if this field is required. Users will not be able to proceed if the required fields are empty
- Include in reports - Choose whether to include this field in the generated reports template

Click Save Changes once done

Arrange the fields inside an Information Group

To re-arrange the fields, hover your cursor over the field you’d like to arrange. The hand pointer should appear
Drag and drop the field to the desired position

Delete a Field inside an Information Group

To delete a field, click the Trash bin icon on the field group

Confirm your selection

You won't be able to delete a field with encoded data already