As an Admin, you can add custom data fields to your Company Roster. This is perfect for tracking extra details like emergency contacts, shirt sizes, or anniversary dates.

📂 Create a Field Group

First, you need a "Group" to keep your new fields organized.

1. On the left-hand menu, go to User Management  and select Custom Fields.

2. Click the + Add Group  icon in the upper right corner.

3. Type a name for the group (e.g., "Emergency Contact Info") and press Save.

 📝 Add Your Specific Fields

Now, add the individual items you want to track within that group.

1. Click the green Add Field  button under your new group.

2. Enter the Field Name (e.g., "Contact Name").

3. Customize the settings:

   • Field Type: Choose how the data is entered (text box, dropdown, etc.).

   • Required: Check this if the field must be filled out for every user. 🚩

   • Validation/Max Characters: Set rules to ensure the data is entered correctly.

4. Press Save to add the field to your group.

📍 View and Use Your Fields

Once saved, you can immediately start using these fields on your roster.

1. Go to your User Management Dashboard.

2. Select any Agent or user.

3. Look at their Profile—your new Field Group and Fields will be there, ready to be filled out! ✍️

💡 Pro Tip: If you have many custom fields, grouping them logically (like "Onboarding Details" vs. "Marketing Preferences") makes it much easier for your team to navigate the user profiles!