What are user profile fields?
These are pieces of data associated with a user profile. They're captured when a user first joins OneUp and logs in, and include information like job title, job role, the date the individual joined the company, and primary team.
💡 This information can be displayed or reported on within our reporting suite, when reporting on users and teams.
Can I amend my/ my team's profile fields?
Amend your own user profile fields at any time, by going into your profile. You can do this by selecting your display picture or initials in the top right of the main navigation menu, and then, user settings.
Managers and platform administrators can also make changes to other user profile fields, based on their data access permissions.
To make changes:
Head to Manage in the main navigation menu, and then Customize OneUp.
Then, in the Users & Access section, Edit users.
In the dropdown at the top, search for the user you'd like to edit and select who you'd like to change settings for.
After you make any changes, make sure to select save on the bottom right.
Using the primary team profile field
Use the primary team field for users that belong in multiple teams, in order to report on which teams completed activities, in Client, Candidate and Job reporting.
To set primary teams for many users at once, navigate to the user management page (Manage > Users), select all users you'd like to set a team for, and then select the add teams/roles bulk action and set primary team:
