People in Tribal Habits have both Standard Fields (default fields within Tribal Habits) and Custom Fields (unique fields for your organisation).
Standard Fields are default fields for all users and include some mandatory (compulsory) fields. Let's review all of the Standard Fields here.
First name (Required).
Last name (Required).
User name (Required - Must be unique): This is the unique identifier for this user. It is often just their email, which you then repeat in the email field again below. However, it may be a staff ID number or another login name. The User Name should, ideally, never change. It should be the constant ID for this person - this allows their email to change over time without impacting long-term data reporting. Once again, using a person's email for their user name is very popular - just insert their email in both fields.
Email (Required - Must be unique): If the User Name is also their email, just re-enter their email address here again. Users can log in with either their user name or email address. This field must be a valid email address.
Type (Required): Staff, Client or Prospect. Defaults to Staff. You can learn more about this field in this article.
Administrator: This is an optional selection. By selecting this checkbox, this person will gain Administrator rights to your portal. Please note that you cannot see this choice for your own user profile - this prevents you from accidentally removing your own Administrator rights. Also, only Administrators with Super Admin Access level can edit this option.
Administrator Access: This is an optional selection. If a user is given Administrator access, this drop-down selects the level of their Access. Only Administrators with Super Admin Access level can edit this option.
Creator. This is an optional selection. By selecting this checkbox, this person will gain general Creator rights to your portal. This means this person will see the CREATE button on their explorer dashboard and have the ability to create new topics and articles (without requiring an Admin to do so).
Team Leader. This is a calculated field. You cannot edit this field. This field is automatically set to Yes if a user is the manager of another user as determined by the Manager 1-5 email fields below.
Manager 1-5 emails: These are optional fields, which you can add now or later. You can enable notifications to Managers in selected topics, allowing this person's manager to be notified as this person achieves selected milestones in the topic. A valid email address for their manager is required here for the notifications to activate. In addition, if the manager is also a user in your platform, then the manager will see this person on their Team page.
Mentor email: This is an optional field, much like the Manager email. It allows a mentor (or another stakeholder) to be included in notifications. Unlike the Manager email function, Mentors have no 'Team' view of their mentees.
Deactivated Date. This is an optional selection. You can use this field to set a future date to deactivate this user automatically. Learn more about deactivation in this article.
Login (Only visible if SSO is enabled - If so, then Required): Internal or External. This field will only be visible in organisations that have single-sign-on enabled. Internal users are users within your SSO environment (and therefore do not need a Tribal Habits password, as they will log in via your SSO process). External users are users outside your SSO environment, who will need to set a password and log in via the external login page. You can learn more about this field in this article.
LMS Learner ID (Only visible if LMS Integration is enabled): This is the Student ID (or Learner ID) for this user in their external LMS. You can learn more about this field in this article.
LMS Reference (Only visible if LMS Integration is enabled): This is the name of the external LMS for this user. You can learn more about this field in this article.