Skip to main content

Setting up PlanRadar

Custom User Details

Overview

Customise user details by adding, editing, or removing custom details to tailor user profiles to your specific needs.

Access & Permissions

How to access Users

  1. Hover over User Management
  2. Click Users

Add Custom User Details

Add an additional user detail:

  1. Click Custom User Details
    Access Custom Fields.png
  2. Enter the field name
  3. Choose the field type (checkbox, date, decimal, list, long text, short text, number, or time)
  4. Optional: Select the Required checkbox to make the field mandatory when adding a new user
  5. Click +Add Field
    Add a Field.png
  6. Repeat steps 2 to 5 to add more fields
  7. Click Save
    Save Custom Fields.png

Edit Custom User Details

To edit custom user details:

  1. Click Custom User Details
    Access Custom Fields.png
  2. Click the edit icon next to the custom detail you want to edit.
    Edit Custom Fields.png
  3. Apply your changes
  4. Click Add Field to confirm your changes.
  5. Click Save
    Edit Field Details.png

Rearrange Custom User Details

You can define the order in which the user details appear when creating or editing a user. To do so:

  1. Click Custom User Details
    Access Custom Fields.png
  2. Click and hold the order icon next to the field you want to rearrange, drag and drop it to the desired position.
  3. Click Save
    Grip Icon.png

Delete Custom User Details

You can delete custom details only if they haven't been used. To delete a custom user detail:

  1. Click Custom User Details
    Access Custom Fields.png
  2. Click the Delete icon
    Delete Icon.png

Updated December 19, 2024