Assigning Custom Details to Users

If extended fields are set as active for users, an Extended Fields section displays for each user record defined within Accolade. Use these fields to assign custom details, such as department information, to each user. How extended fields are used, and whether they are required for users, is specific to your company.

The Extended Fields section is disabled if multiple users are selected to modify. To assign extended fields to multiple users at once, use a spreadsheet file to import the extended field settings. See Importing and Updating Accolade User Accounts.

To assign an extended field values to a user:

1. From the System menu, select Collaboration & Groups > User Admin.
To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field by selecting one or more of the following options and clicking Search. More...
• Selecting a Function in the drop-down will display available users that are assigned to the function.
• Select a Group By option to arrange the user list by roles, functions, resource pools, or access groups.
• Click More options check box displays or hides the additional filter options.
• In the Active/Inactive drop-down, select to filter users by active, inactive, and deleted status from the following options:
• Active Users Only - excludes deleted and inactive users.
• Show All Users - displays active, inactive, and deleted users.
• Inactive or Deleted Users - displays only users marked as inactive or deleted. Both display as grey italics.
• In the Roles drop-down, select a specific role to apply to filter the user list.
2. In the Users list, click the name of the user to open the user details for editing .
3. Select the Extended Fields tab.
4. Enter the custom information as needed for each user.
5. Click Save to save your changes.

Notes:    Use the User Details column set in the Users subject within Accolade Office Extensions and Accolade Online Reporting to report on extended fields assigned to users.