Categorize your users based on unique data to your company with Custom Fields

Test User

If you have User Management permissions: the Custom Fields tab on the Team Management page is where you’ll manage custom fields.

Navigate to the Custom Fields Page

The Custom Fields tab on the Team Management page is where you’ll manage custom fields.

1. Select the Profile and Account Settings icon in the top right menu.
2. Select Team Management.
3. View and manage your team on the Custom Fields tab.

How can I use Custom Fields?

You can use Custom Fields to categorize your users based on data unique to your company (i.e. New Hires, Department, Location etc.), so that you can more easily group and find users to work with in Ascender.

• Use these tags when selecting users for assignments

• Use these tags when working with report data.

• Set up and manage these tags.

How do I add Custom Fields and Values?

Navigate to Team Management and select the Custom Fields tab to start creating new custom fields and adding values to those fields. You can add up to 10 custom fields. Once you reach the 10th field, the Add Field button will be disabled.

To learn more about adding Custom Fields to a user, check out: [Link to user management]

To add a custom field related to a user:

1. Click on the user's name.
2. Add a field or value that correlates with the fields.
3. All fields will be listed, and you can choose a value and click save.