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 Fields section for each user in the Admin Center of the Customer Portal.

Adding Custom Fields

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

To add a custom field, follow the steps below:

1. Log in to the CivilGEO Customer Portal as a portal administrator and the portal dashboard will be displayed.
2. From the left side panel, select the Custom User Fields option under the Admin Center menu.
   
3. The Custom User Fields page will be displayed. This page lists the custom fields added by the administrator in your organization.
   
4. To add additional custom user fields, click on the Add Custom Field [+] option, as shown below.
   
5. The Enter Field Name dialog box will be displayed. Enter the desired custom user field name and then click on [Create] button. The custom user field will be created.
   

Updating Custom Fields

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

1. Click on the custom user field to be updated.
   
2. The Enter Field Name dialog box will be displayed. Enter the desired custom user field name and then click on the [Update] button. The custom user field will be 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.
   
2. Then, click on the Delete option, as shown below.
   
3. The following confirmational dialog box will be displayed. Click on the [Delete] button to confirm the deletion of the selected custom user field. The custom user field will be 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.
   
2. The Users page will be displayed. Click on any user to view the corresponding user information.
   
3. The corresponding Edit User page will be displayed. The custom user fields are displayed under the Custom User Information section.
   
   

   Note 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.
   
   Note that the Admin checkbox option can be used to grant or remove admin rights for the selected user. In addition, the Two-Factor User 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.