Customizing the "Other Information" Section in Profiles

This feature is available to Admins in the Enterprise tier to customize what sections appear in the "Other Information" of a user's profile. 

How can I add or edit a section in “Other Information”?

If you would like to change the section or field, organization administrator needs to contact the Hypercare Customer Success team to request the change. Please follow the below steps:

1. Identify the Changes I want to make to the "Other Information" Section:
   1. Section configuration:
      • Section Name: Define the name of the new section or the section to be modified. This helps accurately categorize the information within user profiles.
      • Section order: specify the desired position or order of the section among existing sections.
   2. Field configuration:
      • Field Types: Specify the desired position or order of the section among existing sections. This ensures structured and organized display of information.
      • Field Labels: Determine whether the fields under the section will have label options or allow for free text labels. If label options are chosen, also provide and define those options.
      • Which section belongs to:Clarify which existing section this new section should be categorized under.
2. Contact Hypercare Support:
   Reach out to Hypercare Support, providing detailed information about the desired changes. The Hypercare engineering team will work with you to understand your requirements, implement the changes, and ensure they are reflected accurately in the user profiles.

3. Validation:
   Once changes are implemented, validate them by checking various user profiles to ensure the new or modified fields are displaying and functioning as expected.

How can I add or edit a field in a section under “Other Information”?

To change the field, you will need to contact the Hypercare Customer Success team. Here is the steps to edit a field:

1. Identify what changes you want to make to the field:
   • Section: Specify the section under "Other Information" where you want to place the new field. Ensure it's categorized appropriately.

1. 2. Field configuration:
      • Field Name: Choose a unique name for the new field. This name will be displayed in the "Add another field" dropdown list within my organization.
      • Field Label: Define a label for the field, which will provide context to users about the information it captures.
      • Field Type: Select the appropriate field type, if you choose the dropdown list, provide the list of options, if the field allows free text entry, ensure the label can be up to 40 characters long.
      • Default Value (optional): If you want to pre-fill the field with a default value, specify it here. In this way, when a user adds a field, the field will be pre-filled with this default value. Users can update the field. 
      • Default Visibility: Choose whether the field's default visibility is public or private.
      • Sync FROM External Source (Y/N): Indicate if the field should be synced from an external source. If yes, establish the source field. (Given that the organization has enable directory sync on Hypercare)
      • Order Under a Section: Specify the field's order within the chosen section. Ensure that fields are logically ordered to maintain clarity and usability.

2. Contact Hypercare Support:
   Reach out to Hypercare Support, providing detailed information about the desired changes. The Hypercare Customer Success team will work with you to understand your requirements, implement the changes, and ensure they are reflected accurately in the user profiles.

3. Validation:
   Once changes are implemented, validate them by checking various user profiles to ensure the new or modified fields are displaying and functioning as expected.