Here at Connecteam, we understand that time equals money and that the best way to do things is quickly and efficiently. Updating user's information is incredibly important to keep your company app up to date and running smoothly. It can, however, be tedious and time-consuming. With the 'Manage users details' tab, you can update each user profile field for all your users with a click of a button. Gone are the days of entering every user's profile to update their details or figure out which profile is missing what information.

To find the user details tab, navigate to the Users category on the left sidebar and click the Manage user details button from the top right corner.

The Users Details tab gives you an overview of all your custom fields and which ones have been completed for your users. Each custom field is marked by green, yellow, or red circles. By hovering over a specific one, you can see what percentage and number of profiles have this custom field completed.

By clicking on a custom field, you will see a list of all your users and the status of the information in that field: whether it is empty or filled out, and if so, the particular information related to their individual profiles.

Take a look at the example below, where I clicked the custom field titled 'Position Type'. I can see each user's status and how many users it filled out or empty.

You can quickly view only those users that have this user detail completed or not by adjusting the view and choosing either 'filled' or 'empty'.  

Finally, the filter option allows you to narrow down the list of users for each custom field. In the example below, I navigated to the 'Emergency Contact Number' user field and filtered it by Branch. This way, I can take some quick actions, like creating a team chat or a quick task for those who haven't completed it yet and asking them to please do so. 

To update users' details, simply click on the relevant custom field, view only the empty ones, and then add the missing information. You can either update your user's information, select the unfilled tab, and enter the information.

If you want to update all the custom fields for a specific user, close the Manage user details tab and access the relevant user's profile. You will be able to see all their details and complete those that are empty and update any if needed.

💡Tip: There are many types of custom fields. For example, date, time-based, and drop-down. The type of information you enter and how you enter it will be based on the custom field type. To learn more about this, check out this article. Additionally, Smart Groups are based on custom field information.

If you're updating your users' profiles and decide you would like to add another user field, this can be easily done. To add a custom field, select the + Add Field button at the segment you would like the field added. Then, decide the type of custom field and press save. That's it! Now you can begin updating your users' details.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.