Change item management settings

You can set the required status, service visibility, and editing permissions for each member's input field.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member' to go to 'Member'. On mobile, tap to open the menu.
2. Press 'More' at the top right and then 'Manage Items'.
3. Press 'Edit' at the top to change settings on an item-by-item basis.
   • Status: When a specific field is set to 'Required', it must be filled in when adding or editing a member.
   • Display: When a specific field is set to 'Hide', that information will not be displayed in member profiles or the organization chart within the service.
   • Editing permission: When a specific field is set to 'Administrators', only administrators can edit it.
4. Press 'Save'.

Employee number settings

You can set to automatically assign an employee number to an account whenever a member is added.

Employee numbers are assigned based on the hire date, or if the hire date is unavailable, by the account creation date.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member' to go to 'Member'. On mobile, tap to open the menu.
2. Press 'More' at the top right to go to the 'Manage Items' screen.
3. Press right to the 'Employee number' item.
4. Enable 'Auto-assign'.
5. Select advanced settings.
   • Classification: Set the name to appear in front of the employee number. You can enter up to 10 characters for the label.
   • Number length: Select a numeric length for the employee number, ranging from 3 to 7 characters.
6. Press 'OK'.