Custom Field Permissions and Display Options

Permissions Options: Select what the client can do with the Custom Field:

  • Private: Only entered, modified and visible to an administrator
  • Read only: Data entered only by an administrator; can be seen by the client but not edited
  • Read/write with approval: Data entered by the client requires approval by an administrator
  • Read/write without approval: Data entered by the client does not require approval

Display Options: Where the Custom Field will be visible to clients and administrators

  • MyImpactPage.com: The client’s profile page, and whether or not the field is required when a client edits their profile
  • Application Form: The application form on which this Custom Field will appear and whether or not a value is required by those filling in an application
  • Profile Dashboard: If selected, administrators will see the Custom Field on the dashboard section of the user’s profile.
Updated on May 9, 2024

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