# User Information Fields

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

## Access and Navigation

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeOy96TgDxFe5Mg1rNUFV25w0bnxuZ9rHhvDlVgsC8SD89AkmG-p_GSWrRWjieFY4BiffgANIbMg2yX0Gil51b-CCJMc1Kda6N94QRlMvxyMFHpKAwXfCn6uIuZo0ZHYC7AueB8Sw?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

## **Create a New Information Group**

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeZApcrNL6RoaVfdN2UwL9FrKFCizUprIm4WPsbQsaV6x4T5u69_G9Q5iusMhfxUyKiJtopymDg5h4uPpQ-XJtcaTlMrGlCv3KjTEQsR7del7f5s5HaomwDBKoXx63tf2i6u4dzRw?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfnU1uonSZcJ8Tyeddut0c2LbOSsr2pFIIOLLsQWpJMxbzo_QUABhmNTZcO5lMYyOFQHAm1QiOrG4SKBwDeaBzsmKuUvUaMoooBPFJ3zD14YHPNC7DqaWV__Vc0hPayH0slLH3K8g?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* Click **Add field group** once done

## **Edit an Information Group**

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcKa-rFGCYdvgT0P6H-B0CvkIsbBTkuJtvV_LWrmgbSt4ADJWE-yvn_pQNWc1sbG1BsfAdY1JCHrqq7YbAJB7zWHmMQnscvTQY-MmVZWNlcDZ2_AYfn1GG27S6bO7N6B5v8_Qz9Kg?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfqMCBEd7ANSVBM9m2SY6lRAOW9KgCBiPn0menj-Ag6vVL4UJUJ3bQOdZ-20W_YxPhqEci5CzA1XbJzyF87CfLvViR2D7rYZDWiWWZwvKYyaacSPYisJKQ0RN912TiMK6EXcRWN9g?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* Click **Save Changes** once done

## Arrange Information Groups

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe-IsJ6_P9J6PthJv-iB3O5qG7ePCqP69FvXs0VzJltWdv_f1ooi20gqXXvzCHhrm0yFZnsaRGS2rVmtQjLOMN87YOzFul02yC8e3mISoWnYwKD8XXxvs0nGTheh3LTVZU0dKp7?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcilrEd2qtBrHlMeKHQ9D-WCb4_2kTfnmr9RpTVXm4zu2sr7xszmBg740XvJ9C51fEO25MgL6LmytFohnkGxFzPlzJrdpjBymYN2Fb3lVkqhDC5F8IhXSIwl3phltOsQ25Mq0-3SQ?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* Confirm your selection

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcRiaYcsh66sv0-fz44lS2Z666fbfhv5spOqqchzbrKEUjyogStTectmr0HeGrzwrA-lTfP4F6En3DusXP38xZD-CKYz5CDFsSvuwX72EOaqvdJdXmH1D0JXhS_4ZvXccWaVhjc4Q?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

## Create New Fields inside an Information Group

{% hint style="warning" %}
The “Editable By” and “Viewable By” fields will not be available if the field group is set to use GROUP FIELD Access
{% endhint %}

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcHlgbmnHx8wQBlV7n-US-7SZgVr8oI8FbnmSqD7A8E7gB0MdxrJYTvfun5fDv8pdXsJPNI5ltHGRVAyrvKgLT572QoiUjj-Waw-rJF2aO5D7877PaZfyRi9IKdOFzc381aZCK79g?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeHnvaZGGautI52ug2ZQlO1eiGtusF2w4qJfL1gl5jLv_WDE-2D73zx85BpxiaF4G7iyN4UGVUCBaq8iPkJCD2bT7ksZy0KYff22OOPr4jCAwdy-VyvR9HNrWWdBnIsW2vH3aCc5A?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdaxMMswO0Q00Zrn3_fvvR-nMeJALMTefbyTNVI_rNpJ56SbsLRr29mmrsoE2FXw9f-q5lDhHGP7sRGk0yDKmOKSVnoqPZ_N1tTFk7W470QcuU0qVv9_CpaY8EYB5YlxawDVxaVCw?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdI3PAP1iuKC_NUBEuGjexEQ2gZQqhAqbkSNO999U9Umr7utRqt2sgAgrh5Byjx3Ttd72wZwQd9v3s5tWN7g5fq1701GyY9hYEotwTYXamn5xRhSq_glpxFIewGsQgyoqGlWAEDig?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* Click **Save Changes** once done

## Arrange the fields inside an Information Group

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfbuNMv6sUQCt8AEyCiLirPousxryrURVqAl-WA1qqB7tNEDsvZH25EaZu02TE5YjDbjGdKcjEmLxHb5oyVYw3OxqfpRuUuv20-mk41pANJpvbo2Ns3gihSjmu-WukSbJBGnwZaTw?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfE4M422mTcOKurUBRjVfPtyr-dtoHYq4DiACnIETFPqbECu1jTBTh8f__y0j40OMFRo_ozYMi_zhziMmGC5CYL3gzlPyEtEQlJ0BqwMfnjWF4vIXRi-hRkR0PB1Jx64QUTHIbFPQ?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

* Confirm your selection

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc47jo-Obhc7Pi7zYYgVjlCm2n_SHWBUvguqQvj3pIJnjeMiVmmuEDe5p59Rd-emYqu7oJrSmrh_aLEiZlTTcJ3CEHytYmNTwZU4kMCDI_0pcWLOlULCXPqNOQcNVUOKsJFnqqeWA?key=DjV0Z52jyRL8fJXV9f3MlIA0" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
You won't be able to delete a field with encoded data already
{% endhint %}
