Settings

Custom Fields

Create and manage custom user profile fields to capture business-specific information in KREDO.

Custom Fields allow administrators to capture additional user information that is not available in the standard KREDO user profile.

The standard user profile fields include:

  • First Name *
  • Last Name
  • Username *
  • Email *
  • Phone
  • Country
  • City
  • User Role *
  • Groups
  • Job Role
  • Job Level

Note: A red asterisk (*) indicates a mandatory field.

Organizations may require additional information such as joining date, department, manager name, skill rating, competency rating, employee code, performance rating, or other business-specific information. These details can be configured as custom fields.

Custom fields can be configured with different data types and can be marked as required or optional. Once created, they can be used when creating or managing user profiles and can also be used in applicable user-based reports.

Custom Field Types

The following data types are available when creating a custom field:

  • Textfield
  • Dropdown
  • Number
  • Checkbox
  • Email
  • Date

Reports Using Custom Fields

Custom fields are available in applicable filters across user-based reports, including:

  • Overview (Participation Report)
    • User Summary → Filters
  • Learning Path Summary
    • Assigned Users → Filters
  • Course Summary
    • General Course Details → Filters
    • View More → Assigned Users → Filters
  • LEAP Summary
    • View More → Courses → Assigned Users → Filters
  • Group Summary
    • Groups → View More → Users → Filters
  • Assignment Summary
    • Assignment Summary → View More → Assignment Details
    • View More → User and Points → Filters

Managing Custom Fields

Administrators can perform the following actions:

Adding a Custom Field

Create a custom field to capture additional information in a user profile.

  1. Under Menu, click Settings.
  2. Click Custom Fields.
  3. Click Add Custom Field.
  4. Enter the name of the custom field.
  5. Select the required Type:
    • Textfield
    • Dropdown
    • Number
    • Checkbox
    • Email
    • Date
  6. To make the field mandatory, enable Required.
  7. Click Create.
  8. A success message confirms that the custom field has been created successfully.
  9. The new custom field appears in the custom fields list.

Note: Custom fields are added in addition to the standard KREDO user profile fields.

Configure a Direct Manager Custom Field

A custom field can also be used to identify a user's Direct Manager when the reporting manager is different from the user's group manager.

This configuration supports scenarios where a specific manager must:

  • Review and approve or reject a user's newly added skill.
  • Nominate a user for specific classrooms.

Create the Direct Manager Field

  1. Under Menu, click Settings.
  2. Click Custom Fields.
  3. Create a custom field representing the user's reporting manager.
  4. Enter a suitable field name, such as Direct Manager.
  5. Select Email as the Type.
  6. Configure the field as required.
  7. Click Create.

After the custom field is created, the Reporting Manager field becomes available when configuring the relevant user profile.

Note: The default value for Reporting Manager is Group Manager. The Reporting Manager field is available only after an applicable custom field has been created.

Assign a Reporting Manager

For a user who reports to a manager other than the group manager:

  1. Open the user's profile.
  2. Locate the custom field configured for the reporting manager.
  3. Enter the reporting manager's email address.
  4. Save the user profile.

The specified manager can then be used for the applicable skill approval or classroom nomination workflows.

Editing Custom Fields

Administrators can update the details of an existing custom field.

  1. Under Menu, click Settings.
  2. Click Custom Fields.
  3. Locate the custom field you want to update.
  4. Click the three-dot menu for the custom field.
  5. Select Edit.
  6. Update the required details.
  7. Click Save.
  8. A success message confirms that the custom field has been updated successfully.
  9. The updated custom field appears in the custom fields list.

Deleting Custom Fields

Administrators can delete custom fields that are no longer required.

  1. Under Menu, click Settings.
  2. Click Custom Fields.
  3. Locate the custom field you want to delete.
  4. Click the three-dot menu.
  5. Select Delete.
  6. In the Please take a moment… confirmation window, click Yes.
  7. A success message confirms that the custom field has been deleted successfully.

Note: Review the impact of deleting a custom field before removing it, particularly if it is used in user profiles, workflows, or report filters.

Related Topics

Creating a Job Role

Create an individual job role by providing the job role name and description in KREDO.

Customize Dashboard

Customize the learner dashboard by selecting, arranging, and organizing the sections displayed based on learning requirements.

Copyright © 2026