Create/Edit/Manage Attributes

Creating custom attributes allows for customization of information to be input into Teamworks. Stay organized by creating different attribute groups to keep track of profile information. Manage these attribute groups so you can find and keep track of all information across users in Teamworks.

Creating an Attribute Category:

To create an attribute category, log into your Teamworks account in a web browser, navigate to Profiles, and then to Settings. Here you will see your organization's Profile Attributes. You will see both the team level attributes as well as the organization level attributes. 

To add an Attribute Category click the "Add Team Category" or the "Add Org Category" (dependant on permissions). Give the category a title and choose who can view and edit the information within that category. 

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Creating an Attribute:

To create an attribute, log into your Teamworks account in a web browser, navigate to Profiles, and then to Settings. Here you will see your organization's Profile Attributes. 

Click the three-dot icon next to the category you wish to add an attribute for. Click "Add Attribute".

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A pop-up module will appear where you will determine the attribute name, category, type, and permissions (who the attribute applies to, and who, if any, can self-manage this attribute).

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Editing an Attribute:

To edit an attribute, log into your Teamworks account in a web browser, navigate to Profiles, and then to Settings. Here you will see your organization's Profile Attributes. 

Click the three-dot icon next to the category you wish to edit. 

A pop-up module will appear where you can make changes to the attribute name, category, type, and permissions (who the attribute applies to, and who, if any, can self-manage this attribute). You will also have the option to delete the attribute here. 

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Managing Custom Attributes:

To start, log into your Teamworks account in a web browser. Once you have logged in, navigate to Profiles, then either choose a user and select their name to access their profile or go to your own profile through My Profile.

Select the Attributes section and scroll to the attribute you want to edit. Click the pencil icon to the right of this attribute to add and/or edit the information you wish. Once complete, click "Save" in the bottom right corner of this category to update the information.

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Notes:

*Users must have Organization or Team Super User permissions in order to add attributes and categories. If you cannot access attributes contact your Organization or Team Super User to grant you access. 

*Team Super Users will be able to add team level attributes, but will not be able to edit/manage organization level attributes. 

*To manage your user's custom attributes you must have the "Manage Users" permission.

Keywords: Custom, Attributes, Profile, Personal, Category, Create, Add, Edit, Team, Org, Level. 

 

Want to connect with Teamworks? Contact us by clicking the Help button below, by calling or texting 202-875-8930, or by sending an email to support@teamworks.com.

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