Manage items

Change item management settings

You can set the required status, visibility in services, and editing permissions for each input field of the member.

  1. Select 'Member' from the left to expand the menu and press 'Member' to access the page. On mobile, tap the  button to access the menus.
  2. Press 'More' on the top right and then 'Manage Items'.
  3. Press 'Edit' on the top to change settings on an item-by-item basis.
    • Status: If you set a specific item to 'Required', you must enter it when adding or editing members.
    • Display: If you set a specific item to 'Hide', that information won't show up in member profiles, organization charts, etc. within the service.
    • Editing permission: If you set a specific item 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 in order of hire date or, if there is no hire date, by account creation date.

  1. Select 'Member' from the left to expand the menu and press 'Member' to access the page. On mobile, tap the  button to access the menus.
  2. Press 'More' on the top right to go to the 'Manage Items' screen.
  3. Press to the right of the 'Employee number' item.
  4. Turn on 'Auto-assign'.
  5. Select advanced settings.
    • Classification: You can set the label to display before 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'.
Was this article helpful?
  • Yes
  • No
Sorry about that! Please tell us why.
  • The information provided in the guide is wrong.
  • The information is difficult to understand.
  • There is insufficient information on specific devices. (e.g. There is no explanation on Mobile.)
  • Other

How can we make it better?

Thank you for your feedback!