Note: Only users with Administrator permission can modify People Settings.
Settings > People
Table of Contents
The default fields that appear under each person are called system fields. Click the icon to edit a field.
- is a mandatory field.
- make visible or private.
Manage System Fields Selection Lists
All the titles of people on the account can be added here. The following titles are available by default: Project Coordinator, Project Engineer, Project Manager, Safety Coordinator, and Site Superintendent.
To modify the list of titles,
- Select the Title list.
- Enter titles in the "Add a list item" field and press Enter to save. Items can be removed by clicking the X.
All items in the list are displayed in alphabetical order.
Title Cost Rate Defaults
People will inherit these values based on their titles. This field can still be updated individually on a person’s profile and will override the cost rate default. The cost rate will be used to calculate the Bench cost for a person.
Additional custom People fields can be added here. Select the icon to edit a field.
Custom fields can be one of the following field types:
- Single list selection
- Multi list selection
- Date selector
- Phone number
- $ Value
Manage Custom Fields Selection Lists
Any Selection Lists created can be edited by adding/removing items in a list.
On the Certifications tab, a master list of certifications can be created and warning date ranges can be set to monitor certification expiry.