How do I create custom user fields?

lean Smarts has a powerful yet simple user custom field feature. You are able to add as MANY custom user fields to your user profiles as you want. These fields can then be viewed as separate, sortable columns in the Manage Users screen. Custom fields are great for tracking things like start dates, training certifications, hiring documentation, and notes.

How to add new user fields to your account

  1. As an administrator, go to Admin > Company Settings and scroll to the Custom User Fields section.
  2. Click on "Add Custom Field".
  3. Type a description of the field and select the type of data the field will hold. You can choose from a Yes/No field (a checkbox), date, text, number, or attachment. Clean Smarts supports images, video, Microsoft office file types, PDFs and zip files for the attachment data type.

How to view user field details

  1. Go to Admin > Manage Users
  2. Click the column selection drop-down menu at the top of the screen. Select the fields you would like to display in the user list.
  3. Click the Refresh button to reload the user list.

How to edit custom user field values

  1. Go to Admin > Manage Users
  2. Click on the pencil icon for the user whose field values you want to update.
  3. Custom fields appear after the contact and password information.
  4. To upload a file, click on the "Upload a file" label next to the attachment-type field. You can drag and drop files or pick them from your desktop filesystem by clicking "Select file".
  5. Save the profile by clicking "Save" at the bottom of the user profile.
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