How to create custom profile fields on the Back Office Dashboard?

In GuardsPro, profile fields are custom fields that you create in the Back Office Dashboard to capture specific information that matters to your operations. These fields become part of user or entity profiles in the system and show up wherever that profile is viewed or edited. This helps admins and managers store and manage additional information efficiently as needed.

🌍 Benefits of Using Profile Fields

• Track information that matters to your company (e.g., guard license numbers, weapon permits, site access codes, contract renewal dates).

• Eliminate external spreadsheets or paper files — everything is accessible from one system, reducing errors and duplication.

• Improved compliance and audits.

• Faster decision‑making.

• Better reporting and filtering.

• Reduced miscommunication, standardized records, and improved data accuracy across departments.

✅ This guide will walk you through the steps to create custom profile fields on the Back Office Dashboard:

🔐 Step 1: Log In  

• Log in to your account. 

• Click on Settings from the drop‑down menu under the company name at the top‑right corner to access the profile fields tab.

📂 Step 2: Select Profile Fields  

• Choose Profile Fields from the list. 

• Click on Add New Field to create a custom field.

✍️ Step 3: Enter Field Details  

• Enter the Field Name and select the appropriate field type—Client, Post Site, Guard, or Back Office User—to specify where the profile field will appear.

• Once selected, click Save to apply the changes.

📌 Step 4: Apply Changes  

• Once added, the custom fields will appear in the relevant profiles, allowing you to capture and manage additional information as needed.

📎 Note: Custom fields are displayed under the More Information section of the respective Client, Post Site, Guard, or Back-Office User profile, based on the selected field type.

💾 Step 5: Manage Profiles Fields

• To delete multiple profile fields at once, use the checkboxes to select the required fields, then click the Action button to delete them.

• Use the Search option to quickly locate a specific profile field from the list.

⚙️ Step 6: Edit, Delete, or Deactivate the Fields

From the three‑dot menu next to the profile field, you can:

• Edit – Update or modify the user profile details.

• Delete – Permanently remove the profile field from the system.

• Deactivate – Temporarily disable the profile field without deleting it.

🎯 Thats it! Profile fields in GuardsPro make it simple to capture, organize, and manage the information that matters most to your operations. By centralizing data in one system, admins and managers can ensure accuracy, streamline workflows, and improve decision‑making across departments. With options to search, edit, delete, or deactivate profiles, managing user information becomes efficient and hassle‑free.

If you have any more questions, please feel free to contact our support team anytime.