User Information Fields

Last updated: March 2025

This feature manages the information fields.

Access and Navigation

The User Information Fields module is found under Users > User Information Fields.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Add a New Field Group

  • Click New Group

  • Enter a group label and click Add Group

Field Access Controls

  • Per Field Access: Limits who can see and edit fields for better security. With this feature, you can set permissions to filter which users can view certain fields and who can fill them out. This ensures that only authorized users have access to sensitive or specific information, enhancing data security and management.

  • Field Group Access: Grants universal visibility to all users. This means that every user can see and fill out these fields without restrictions. It is a straightforward approach where no additional permissions or filters are applied to control access.

Edit a Field Group

  • Click the Pencil icon

  • Modify settings, then click Save Changes.

Delete a Field Group

Click the Trash Bin icon and confirm.

Add New Field inside an Information Group

  • Click + Add Field

  • Enter details:

    • Label: Field name

    • Input Type

      • Text Field - freeform

      • Number Field - only numbers are allowed

      • Dropdown - create a selector in which the user can select one

      • Dropdown Multiple - create a selector in which the user can select more than one

      • File - for attachments

      • Email - for email address

      • Date - for date-related input (e.g. birth date)

    • Required: Tick the box if mandatory

  • Click Add Field

Edit a Field inside an Information Group

Place your cursor on the field, and the Pencil icon will light up. Click the Pencil icon to edit the field.

Delete a Field inside an Information Group

Place your cursor on the field, and the Trash Bin icon will light up. Click the Trash Bin icon to delete the field. Confirm the deletion.

Arrange the Fields inside an Information Group

The arrangement of the fields determines how they will appear in the user's profile. To rearrange the fields, drag and drop fields into the preferred order.

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