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      Administer departments, positions and tags for employees.

      This article provides an overview of the settings available to administrators, allowing them to modify titles and labels for user metadata. It also includes the ability to manage departments.

      Introduction

      All users who have the Complete rights function (excluding login credentials) enabled in their profile settings also have access to Settings under the Employees menu.


      These settings are divided into three sections: Personnel (1), Notes (2), and Other headings and Texts (3). Below is a summary of the functions available under each section.

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      1. Users

      Sorting and Display Order for Names

      This setting allows you to configure how user names are displayed, whether first name or last name appears first. This applies to user lists, metadata displayed in headers, dialogs where users are selected, and personnel fields in Cases.

      You can also specify how many entries should be displayed on the personnel search results page (the default is 50) and determine which information should be shown in the search results.

      Field Titles (including management of departments and positions)

      Here, you can rename the fields displayed in the list. More importantly, you can manage your Departments and Positions (extra fields) and customize the field titles. Click the gray arrow to the right of each field to access these settings.

      In the following dialog, you can delete, modify or add new departments, as well as change the sorting order. ⚠️ Note: If a department is assigned to users, you must remove the user associations before deleting the department.

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      Extra Fields

      Here, you can create and delete custom Extra Fields, which can be used to add additional information linked to each user. For example, you could add fields such as Emergency Contact and Emergency Contact Phone.
      ⚠️ Note: If an extra field is deleted, all associated information will also be removed and cannot be restored.

      2. Notes

      Field Titles

      Here, you can modify the titles of the fields found under Notes in each user profile. Additionally, you can create categories to which notes can be assigned. Click the gray arrow to the right of each field to access these settings.

      3. Other Titles and Texts

      Field Titles

      Here, you can modify the titles of other field labels.

      Last updated: 7 February, 2025