The User Record page is organized into sections. Each User Record custom field category that is defined in Custom Field Administration appears as a section on the User Record. All user record custom fields that are associated with that category appear within the section, which can be expanded and collapsed as with other sections.
By default, the User Record Custom Field panels are displayed in collapsed mode. To expand the User Custom Fields panel, click the expand arrow. The panel expands to display all user custom fields.
Note: For Cornerstone HR customers, the Custom Fields panels are displayed in expanded mode for sections that include at least one required custom field. If there are no required custom fields configured for a Custom Field panel, the section is displayed in collapsed mode.
If a field is configured to display as read-only, it cannot be edited on the User Record page. On the User Record, the custom fields are displayed in the order and category that is defined in Custom Field Administration. See User Record Custom Field - Add/Edit.
When administrators configure a default value for a user record custom field, the User Record page will not display the default value unless the value is explicitly selected for the user.
To add a new user record, go to . Then, select the Add User link.
Edit a user's user record in one of the following ways:
- Go to and select the name of the appropriate user.
- Navigate to the user's Universal Profile. Select the User Record tab from the Universal Profile navigation. Then, select the button.
Permissions
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Universal Profile - User Record - Create Users | Grants ability to access the User Record Administration page and to create new users in the system. When creating a new user, this permission grants the ability to add general information, which includes first name, last name, username, assigned OUs, and custom relationships. The administrator must have additional permissions to add any additional fields. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. | Core Administration |
| Universal Profile - User Record - Edit Users | Grants ability to edit user records in the system. The administrator must have additional permissions to edit specific fields on the user record. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. Note: This permission DOES NOT grant the ability to view user records in the system. Administrators must have the Universal Profile - User Record - View Users permission in order to view user records. | Core Administration |
| Users – Edit Custom Field Information | Grants ability to view and edit the custom fields on a user record. Administrators are only able to edit a custom field on a user's user record if the user is within their permission constraints and the administrator is within the availability of the custom field. This permission works in conjunction with the Users - View permission. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. | Core Administration |
| Users - View | Grants the ability to search for and view summary information about users in the portal via the Admin/Users screen. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Users. If multiple constraints are added, these constraints are considered OR statements. This is an administrator permission. | Core Administration |
| Users – View Custom Field Information | Grants ability to view the custom fields on a user record. Administrators are only able to view a custom field on a user's user record if the user is within their permission constraints and the administrator is within the availability of the custom field. This permission works in conjunction with the Users - View permission. This permission can be constrained by OU, User's OU, User's Self, User Self and Subordinates, and User. This is an administrator permission. | Core Administration |
Additional permissions are required to view and edit the various fields on the user record. See User Record Permissions.