How to manage Users information with the Docebo E-Learning platform - Part 02: Additional Fields

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Additional Fields usage Manage users with Docebo tools

description

Part 02 - http://www.docebo.com - The Docebo E-Learning platform allows you to manage a database with all the information about your users. By attending this course, you will learn how to use organization charts, additional fields and groups.

Transcript of How to manage Users information with the Docebo E-Learning platform - Part 02: Additional Fields

Page 1: How to manage Users information with the Docebo E-Learning platform - Part 02: Additional Fields

Additional Fields usage

Manage users with Docebo tools

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In this lesson you will learn how to customize subscription fields using the Additional fields

tool and how to decide which data you want to associate to each node of the organization

chart. Than, you will be able to organize users in the

best way for your business.

Lesson purpose

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Go to the Administration

Create additional fields

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Click the Settings icon and select the option Additional Fields

Create additional fields

Choose the kind of additional fields you want to add (in that case Dropdown

field), and click Create.

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Insert the name of the additional field you are about to create.

You can also have additional fields in multiple languages: just fill-in the fields according to

the languages you actually need

If you have created a dropdown field use the edit icon to add

options

Use the menu on the right to: manage additional fields order; edit or delete

them.

Create additional fields

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Click New Element to add options

Once you have added the options, you can change their order; edit or delete them; by using the menu on

the right.

Create additional fields

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To assign the additional fields, select Main – Users Management

You can assign an additional field to all the organization chart or just to

selected nodes

Assign an additional field

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To assign an additional field click the node fields icon (user management panel) next

to the node you are interested in.

Choose the fields you want to be displayed for this node.

Each field can be set as: mandatory; valid also for sub-nodes; invisible to the user.

Assign an additional field

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Next lesson: Groups usage