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Home / Software Guides / Organisation Settings

Custom Attributes

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Custom Attributes

TOC

Table of Contents

Adding Custom Attributes Managing Custom Attributes Assigning Attribute Values to Users Editing Custom Attributes Deleting Custom Attributes

 

The Custom Attributes feature enables organization administrators to create customized user classifications tailored to their organizational structure and operational needs. These attributes help classify and group users more efficiently, making user management and report generation more organized and flexible.

Custom attributes are especially useful for filtering and generating detailed reports related to attendance, leave management, user records and other organizational data.

Administrators can create up to 8 custom attributes for an organization. 

 

Adding Custom Attributes

  1. Click on the Add Attributes button located at the top-right corner of the screen.

 

  1. Enter the Attribute Name.

 

  1. Assign values to the attribute as required.

 

  1. To add multiple values under the same attribute, click on the Add option.

 

  1. The Action column allows administrators to add additional attributes.

 

  1. Repeat the same process to create more attributes as needed.

Note: A maximum of 8 custom attributes can be created for an organization.

Once all required attributes and values have been added, click on Save Changes to apply the configuration.

 

 

Managing Custom Attributes 

The Action section allows administrators to manage existing custom attributes through options to assign, edit, or delete attributes.

 

Assigning Attribute Values to Users

Administrators can assign attribute values to individual users, multiple users, or all users within the organization. To assign an attribute:

  1. Click on the Assign icon under the Action column.

 

  1. The Assign Attribute window will open.

 

  1. Select the required attribute value from the Value dropdown.

 

  1. Choose the users to whom the value should be assigned.

 

  1. To assign the value to every user in the organization, click on Assign All Users.

 

  1. Click Assign to save the changes or Cancel to discard them

 

Editing Custom Attributes

Administrators can modify existing attributes and their values whenever required. To edit an attribute:

  1. Click on the Edit icon in the Action column.

 

  1. The attribute fields will become editable.

 

  1. Update the attribute name or modify existing values as needed.

 

 

  1. Individual values can also be removed using the delete icon beside each value.

 

  1. Click on Add Value to include additional values under the same attribute.

 

 

  1. After making the required changes, click Save to update the attribute or Close icon to not make any changes.

 

 

Deleting Custom Attributes 

Custom attributes that are no longer required can be permanently removed. To delete an attribute:

  1. Click on the Delete icon in the Action column.

 

  1. Confirm the deletion when prompted.

Once deleted, the custom attribute and its associated values will be removed from the organization configuration.

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