Manage Profile sections and Profile attributes

By Annu
3 min

UpRaise has some default user attributes like name, UpRaise role, designations, manager, and status. However, when an organization manages its company directory it is required to have more such attributes that are specific to organization. To make this possible, profile attributes are useful. Profile sections work as containers for these custom profile attributes and their segmentation.

Sections

Create

Navigate to Company directory >> Profile attributes tab >> Add section

Add Name and Description and click on Create

 

prof attribute.png

Edit, Delete, Move up/down

  • Clicking on actions shows three options, Edit, Delete, and Move up/down.

    • Edit - Clicking on edit allows you to edit the name and description of the section.

    • Delete - To delete a section, all the attributes need to be removed from the section. Then only sections can be deleted.

    • Move up/down - Use this action to change the order of the section

prof attribute3.png

Attributes

Create

To create user attributes Navigate to Company directory >> Profile attributes >> Add attribute.

prof attribute1.png

As shown in the above image below listed are the fields for the attribute -

  • Name - Name of the attribute. For eg. Employee ID, Employment status, etc.

  • Section - Select the relevant section you want to add the attribute to.

  • Description - Attribute description

  • Type - Select the type based on what type of attribute. Below are the types of fields available -

    • Text field (single line)

    • Text field (multiple line)

    • Select list (single choice)

    • Select list (multiple choice)

    • Date picker (single user)

    • User picker (multiple user)

    • Numeric field

  • Visible to - This setting is to define who can view the attribute

    • Self

    • Manager

    • Indirect manager

    • Public

  • Editable to - This setting is to define who can edit the attribute

    • Self

    • Manager

    • Indirect Manager

Edit, Delete, Move up/down

When editing the attribute, the above-listed fields are displayed with the existing information about the attribute. Update the required information and click on Update. Please note, that while editing, the Type field cannot be updated once the attribute is created.

prof attribute2.png

Use Move up and Move down option to set the order of attributes within the section. The same order is displayed all over the while searching these attributes at different places in the app like edit user, add user, etc.

Export

All the user information can be exported from the Users tab when needed. Based on selected user segments and filters, one can export required user data in Excel.

User profile tab

So the user profile page will look something like displayed in the below image. The default section is the system default that cannot be edited. The rest of the sections highlighted with blue arrows are custom sections with custom attributes. Where you see the edit option (pencil icon), it means attributes in that section are editable for the logged-in user.