ADMIN: Creating Custom Fields for the Company Roster

ADMIN: Creating Custom Fields for the Company Roster

As Admin, you are able to create custom fields for your Company Roster.

To do so, select the User Management tab on your left hand side menu and then select  Custom Fields.
This will take you to a screen where you can see any Custom Fields you have created.

To create a Custom Field, select the +Add Group icon in the upper right hand corner.
Type in the name of the Group of Custom Fields you want to create (i.e. Emergency Contact Information) and press Save. 

Then, select the green Add Field button under that Group.
Here is where you can start adding those fields that you want to be able to utilize in your Agent Roster (i.e. Emergency Contact Name) under the Field Name.
You also have the ability to state what Field Type you want to utilize, whether it is a Required Field, any validation rule you want it to follow or set a maximum amount of characters for that field.
Then press Save to have that Field added to the Group.

When you go back to your User Management Home Dashboard and select an Agent, you will now see that Field Group and Fields in the Profile for you to utilize.



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