Manage custom field 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 'Manage' at the top right and then 'Manage Fields'.
3. Press 'Edit' at the top right of the screen to edit settings for each field.
   • 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 'Manage' at the top right to go to the 'Manage Fields' screen.
3. Press right to the 'Employee number' field.
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'.

Add fields

Add any information you want to the company's member information.

You can add up to 50 fields.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member'. On mobile, tap to open the menu.
2. Click 'Manage' at the top right to go to the 'Manage Fields' screen.
3. Click 'Add Field' at the top right.
4. Enter 'Name', then select 'Type'. Note that 'Type' cannot be modified after the field is added.
   • Text: Data in the form of text can be displayed in a member's profile, and up to 100 characters can be entered.
     • If 'Use dropdown' is set, one of the predefined options can be selected and displayed on the member’s profile. This setting cannot be changed after the field is added.
   • Link: Can display external website links on member profiles. Link text can be set, and a URL is required.
   • Date: Can save anniversary information such as the promotion date of a member.
   • Integer: Can store numbers from -2,147,483,647 to 2,147,483,647. Decimal point is not allowed.
5. Set 'Status', 'Display', and 'Editing permission'. This setting can be changed later.
   • Status: When adding or editing member information, you can set the field to be required.
   • Display: You can set them to appear in member profiles. If not displayed, it will only be visible in Admin.
   • Editing permission: You can allow members to edit this field in their own profiles.
6. Click 'Advanced' to set 'Value count' and the propertyName. This setting cannot be changed after the field is added.
   • Value count: Choose between 'Single' or 'Multiple'. If you select 'Multiple', you can enter up to 10 values for that field.
   • propertyName: Enter the value to be used when integrating with external systems. If you don't enter it, a random value will be automatically generated.
7. Click 'Save'.

Edit and delete fields

You can edit or delete the fields.

Change the order of fields

You can change the display order on member profiles only for added fields.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member'. On mobile, tap to open the menu.
2. Click 'Manage' at the top right and then 'Manage Fields'.
3. Click 'Edit' at the top right.
4. Drag the   icon on the left of the field to rearrange the order as desired.
5. Click 'Save' at the top right.

Edit fields

1. To the right of the added field, click .
2. You can change the settings for 'Name', 'Status', 'Display', and 'Editing permission'. If 'Use dropdown' is set, the option list can also be edited.

Delete fields

1. To the right of the added field, click .
2. Click 'Delete Field'. Deleting a field removes it from all member information and cannot be restored.