Create and Update User Data Fields

General Information

As an Environment Administrator, you can create user profile fields to collect and manage additional information about users. You can also use user profile fields in reports.

Priima supports the following user profile field types:

• Dropdown list
• Text field
• Date field
• Business ID field

Go to User Data Fields

1. Open Administration.
2. Go to Users > User data fields.

Create a New User Data Field

1. Click the Add field, Add date field or Add Business ID field button.
2. Enter a descriptive name for the field.
3. Configure the field restrictions.
   • The restriction options allow you to define the field’s visibility and editing permissions:
     • Restrict visibility to Environment Administrators and Course Administrators only.
     • Display the field in the user’s profile to other users if a value has been set.
     • Allow users to edit the field value themselves.
4. Configure the field settings.
5. Click the Save button.

Edit an Existing Field

As an environment administrator, you can change the value of a user profile field in two different ways.

Set a new value for both new and existing users

1. Find the field you want to edit.
2. Select Update the values of existing choices for users.
3. Update the required field value.
4. Click the Save button.

Set a new value for new users only and keep existing values for existing users

1. Find the field you want to edit.
2. Clear the Update the values of existing choices for users selection.
3. Update the required field value.
4. Click the Save button.

You cannot currently delete user profile fields yourself. If you need a user profile field removed, submit a request to the Priima Helpdesk.

Note

• User data fields are displayed when creating new users or editing existing user details.
• You can use user data fields on registration forms and in integrations that import user data into Priima.
• You can use user data fields in the following functions:
  • Filter report results based on selected field values.
  • Create rules for dynamic groups.
  • Add course members based on a selected field value.
  • Allocate course visibility for joining or enrolling based on a selected field value.
• If your Priima environment uses a user data integration, for example from an HR system or another system containing user information, the integration will typically create and update user data automatically.