Change item management settings
You can set the required status, visibility in services, and editing permissions for each input field of the member.
- 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.
- Press 'More' on the top right and then 'Manage Items'.
- 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.
- 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.
- 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.
- Press 'More' on the top right to go to the 'Manage Items' screen.
- Press to the right of the 'Employee number' item.
- Turn on 'Auto-assign'.
- 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.
- Press 'OK'.