Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1

As an administrator, you can set the following:

  • The source of data for each user profile field. (For a description of each profile field, see User Profile Fields.)
  • Display the field in certain places (such as during user registration).
  • Require the field when registering a user.

Under the Settings tab, click the Profile Field Settings link. The User Profile Fields page lets you do the following:

Configure Profile Fields

Click the Configure Profile Fields link. The Configure page appears with a table showing the profile fields separated into the following sections:

  • Personal Information
  • Contact Information
  • Employee Information
  • Business Address
  • Home Address
  • Passports
  • Visas
  • Emergency Contact
  • Payment Cards
  • Travel Preferences
  • Travel Account (for Non-Deem Travel):  Currently not in use.
  • National Identification Info
  • Display Settings
  • Roles

You can make configuration changes to each profile field by making choices in the following columns:

  • Field Name: The field name as it is referred to within Deem database.
  • Display Label: The words used to present the field to the user.
  • Data Source: The source of the data, which may be the result of a data feed or an online edit. The following are choices for Data Source:
    • Profile Load: The field can be populated with a profile load. Select either:
      • All Users: When a profile load is performed, the data found in the upload file will overwrite any existing data in this field for existing user. We recommend not using this option unless users are not enabled to edit that field in their profiles.
      • New Users Only: When a profile load is performed, the data found in the upload file will only write to this field for new users. It will not overwrite any existing data in this field for existing user. We recommend choosing this option.
    • User Editable: Click to enable the user to change the field.
    • Agent Editable: Click to enable the agent to change the field.
    • Admin Editable: Click to enable the administrator to change the field.
  • Display in Settings: Click this checkbox to make the field visible to the user in the online profile. Be sure to enable this option if the field is required.
  • Display in Registration: Click this checkbox to make the field visible to the user during user registration. Be sure to enable this option if the field is required.
  • Required Field for User: Click this checkbox to make the field required. Be sure that the field is also set to be displayed in either Settings or Registration.
  • Display in Settings For Guests: Click this checkbox to make the field visible to the guest user in the online profile.
  • Required Field For Guest Users: Click this checkbox to make the field required for guest users. 

Note:  If a field is required, be sure to also click the Display in Settings and Display in Registration checkboxes so that it appears.

After making changes, click the Save button at the bottom of the to save your changes.

Note: To commit all of your changes after saving them, click the changes not applied link at the top of the page. The Commit Changes page appears. Click the Commit button.

Customize Profile Fields

Click the Customize Profile Fields link. The Customize page appears with a list of customizable profile fields.

Note: You can change field labels on the Configure page as described in the previous section. You can change field types (such as List or Text) on the Customize page.

Click the field name link to customize the field. The "Customize Field: Field Information" heading appears. Follow these steps:

  1. Name and Label: These fields can't be changed here. See the Configure page in the previous section.
  2. Field Type: Choose one of the following:
    • Text to display the field as free form text. You can then enter the following in the "Field Type Preference: TEXT" section that appears below the Field Type dropdown menu:
      • Min. Length: If the field is specified as required, the value of 1 or greater must be entered as the minimum length.
      • Max. Length: The value must be equal to or greater than the minimum length set above. 
      • Allowed Characters: Click the checkboxes to allow Alpha (alphabetic), Numeric, and/or Special Characters.
      • Default Value (optional): Specify a default value, if one applies.
    • List to display the field as a dropdown menu or list. You can then enter the following in the "Field Type Preference: LIST" section that appears below the Field Type dropdown menu:
      • Option Labels and Values: Enter the items to appear in the dropdown list or menu. You can specify a label with equal sign and a value, in order to present a different label for the value (such as Guest=guest, so that "Guest" appears for the "guest" value).
      • Sort labels alphabetically: Click the checkbox to alphabetize the list.  The list will appear exactly as entered if the checkbox is not selected.
      • Default: Choose one of the following as the default value when the page is first presented:
        • Select first value as default.
        • Select value prefixed with “*” as default. You can choose one of the dropdown items as the default by prefixing an asterisk to it, such as "*None" to place "None" as the default.
        • Select no value as default. We recommend choosing this option for required fields, so that the user must choose a value.
  3. Display in Settings, Display in Registration, and Required Field: These can't be changed here. See the Configure page in the previous section.
  4. Click Save at the bottom of the page to save your changes.

Note: To commit all of your changes after saving them, click the changes not applied link at the top of the page. The Commit Changes page appears. Click the Commit button.

 

  • No labels