User Management: User Field Layouts

User field layouts allow you to customize the data collected for each user in your DigitalChalk organization. Before importing users, it’s crucial to define the fields you need.

Key points:

• Every user requires a first name, last name, email address, and password
• Additional fields can be created for targeted messaging or course assignment
• Fields should be defined and created before bulk importing users

To access user field layouts:

1. Click “Manage” on the dashboard
2. Select “User Fields” from the left navigation menu
3. Click “Add Group” to create a category for related fields
4. Click “Add Field” to create individual fields

Best practices:

• Consider what data you need for each user before creating fields
• Group related fields together (e.g., address information, contact details)
• Determine which fields should be required for all users