1. Home
  2. Knowledge Base
  3. Licensing
  4. Managing Custom User Fields in CivilGEO Customer Portal

Managing Custom User Fields in CivilGEO Customer Portal

In the CivilGEO Customer Portal, the account administrator can add, update, or delete custom fields to associate with different users for additional contact information. These custom fields appear in the Custom User Information section for each user in the Admin Center of the CivilGEO Customer Portal.

Adding Custom Fields

The Custom User Fields option of the CivilGEO Customer Portal allows the administrator to add a single or multiple custom field(s) that will be associated with each user.

To add custom field(s), follow the steps below:

  1. Log in to the CivilGEO Customer Portal as a Customer Portal administrator. The CivilGEO Customer Portal dashboard will be displayed.
  2. From the left side panel, select the Custom User Fields option under the Admin Center menu.
    Admin Center panel
  3. The Custom User Fields page will be displayed. This page lists the custom fields added by the administrator in your organization. By default, the Telephone and the Office Location custom fields are already present in the CivilGEO Customer Portal.Custom User Fields page
  4. To add more custom user fields, click on the Add Custom Field [+] button, as shown below.Add Custom Field
  5. This displays the Enter Field Name entry field. Enter the desired custom user field name and then click on [CREATE].Enter Field Name entry field
  6. Once the custom user field is added, the “Custom user field created” status message will be displayed, as shown below.Custom user field created

Updating Custom Fields

To update a custom user field, follow the steps below:

  1. Click on the custom user field to be updated.
    Click on the custom user field
  2. This displays the Enter Field Name entry field. Enter the desired custom user field name and then click on [UPDATE].
    Enter field name
  3. Once the custom user field is updated, the “Custom user field updated” status message will be displayed, as shown below.
    Custom user field updated

Deleting Custom Fields

To delete a custom user field(s), follow the steps below:

  1. To delete a custom user field, check the corresponding checkbox option.
    Select the custom user fieldNote that the administrator can select multiple checkbox options to delete.
  2. Then, click on the Delete button as shown below.
    Delete button
  3. The following confirmational dialog box will be displayed. Click on the [DELETE] button to confirm the deletion of the selected custom user field.
    Delete confirmational dialog box
  4. Once the custom user field is deleted, the “Custom user field deleted” status message will be displayed, as shown below.
    Custom user field deleted

Viewing Custom User Fields

The Manage Users option of the CivilGEO Customer Portal allows the administrator to view custom user fields and add the required information that will be associated with each user.

To view the custom user fields associated with each user, follow the steps below:

  1. From the left side panel, select the Manage Users option under the Admin Center menu.
    Admin center menu
  2. The Users page will be displayed. Click on any user to view the corresponding user information.
    User page
  3. The corresponding Edit User page will be displayed. The custom user fields are displayed under the Custom User Information section.
    Edit userNote that all custom user fields are editable on this page.
  4. Edit any custom user field and click on the [UPDATE] button to save the updated information associated with the user.
    Update the information
    Note that the Admin checkbox option can be used to grant or remove admin rights for the selected user. In addition, the Two Factor Authentication checkbox option can be used to enable or disable two factor authentication for the selected user.

Refer to this article in our knowledge base to learn how to add new users to the CivilGEO Customer Portal.

If you encounter issues while adding custom user fields in the CivilGEO Customer Portal, please contact CivilGEO technical support. Our team will be glad to assist you further.

About the Author cxscvlgeo

  • Was this helpful?
  • YesNo

Was this article helpful?

Related Articles