Users

Custom Fields

Learn how to create, edit, and delete custom fields for user profiles in KREDO.

KREDO allows organizations to add additional user information that is specific to their business requirements.

In addition to the standard user profile fields, Admins can create custom fields for information such as:

Joining Date
Department
Manager
Skill Rating
Competency Rating
Performance Rating
Customer Satisfaction Score
Customer Engagement
Quality Assurance Score
Other organization-specific information

Custom fields can be used when creating users manually and can also be populated through supported integrations such as Active Directory.

Standard user fields

KREDO provides the following standard user profile fields:

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

Note: An asterisk (*) indicates a mandatory field.

Custom field types

When creating a custom field, you can select the appropriate data type:

Textfield
Dropdown
Number
Checkbox
Email
Date

You can also mark a custom field as Required if users must provide a value for that field.

Where custom fields are used

Custom fields created in KREDO can be reflected in user-related areas and reports.

They can be available in:

Overview – Filters
User Summary – Filters
Learning Path Summary – Assigned Users filters
Course Summary – General Course Details and Assigned Users filters
LEAP Summary – Assigned Users filters
Group Summary – Users filters
Assignment Summary – User and Points filters

Tip: Create custom fields before adding the corresponding information to user profiles or bulk-upload files.

Add a Custom Field

Use custom fields to capture additional information that is not available in the standard KREDO user profile.

To add a custom field:

Open Menu.
Select Settings.
Under Site Configuration, open General.
Select Custom Fields.
Select Add Custom Field.
Enter the name of the custom field.
Select the appropriate Type:
- Textfield
- Dropdown
- Number
- Checkbox
- Email
- Date
Enable Required if the field must be completed.
Select Create.

A success message confirms that the custom field has been created.

The new field is then displayed in the list of available custom fields.

Note: Custom fields are additional to the standard fields provided by KREDO, such as First Name, Last Name, Username, Email, Phone, Country, City, User Role, Groups, Job Role, and Job Level.