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

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 admin and manager to store and manage additional information efficiently as needed.

🌍Some of the main benefits of using profile fields are :

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

• No need for external spreadsheets or paper files—everything is accessible from one system, reducing errors and duplication.

• Improved Compliance & Audits.

• Faster Decision-Making.

• Better Reporting & Filtering.

• Reduces miscommunication, ensures standardized records, and improves data accuracy across departments.

✅To create profile fields in the GuardsPro Back-Office Dashboard:

Log in to the account. Then, click on Settings from the drop-down menu from the company name at the top right corner to access the profile field options.

Select Profile Fields from the list, then click on Add New Field to create a custom field.

Enter the field name and choose the appropriate field type, such as Client, Post Site, Guard, or Back Office User. Once selected, click Save to apply the changes.

Once added, these custom fields will appear in user profiles, making it easier to collect and manage important information efficiently.

Note: The changes will be reflected as default fields in the profiles of Clients, Post Sites, Guards, and Back-Office Users.

For further assistance, feel free to contact our support team!