How to customize users' data with the Docebo eLearning Platform
1. How to customize users' data with your
Docebo E-Learning Platform
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2. Manage and Customize users’ data
Index
Customize additional fields
Create your organization chart
Assign additional fields
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3. Manage and Customize users’ data
When using a Learning Management System for
an eLearning project, customizable fields related to users'
profiles allow you to better organize your training, as well
as your users management.
The Docebo E-Learning platform comes with some intuitive
tools that let you easily organize the information about your
users.
This brief tutorial is about how to customize the users' data
and organize them in the best way for your business.
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4. 1. Customize additional fields
Access to the Admin Area
The additional fields tool allows you to customize the fields you
have to complete during a user subscription.
Once inside your Docebo Cloud, be sure that you are using
the Advanced Version, than go to the Admin Area.
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5. 1. Customize additional fields
Access to Addition Fields Tool
Click the Settings icon and select Additional Fields.
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6. 1. Customize additional fields
Create a new additional field
Choose the kind of additional fields you want to add, and click
Create.
In the example below we’ve used a dropdown field (users will
be able to select a value from a list).
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7. 1. Customize additional fields
Create a new additional field
Insert the name of the additional field you are about to create.
You can also have additional fields in multiple languages: just fill-
in the fields according to the languages you actually need.
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8. 1. Customize additional fields
Manage the additional fields
You can use the menu on the right to: manage additional fields
order; edit or delete them.
The edit icon will redirect you to this page: this is where you
can add options if you are using a dropdown field.
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9. 2. Create your organization chart
Organize your users with the organization chart
While you are inside the Admin Area, choose Main – Users
management from the upper menu.
The organization chart tool is very helpful for users management
activities. When the organization chart is well organized, the
administrator is able to easily manage courses and reports.
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10. 2. Create your Organization Chart
Add Node to your Organization Chart
From the users management panel you can create a new
organization chart by clicking add Node.
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11. 2. Create your Organization Chart
Assign users to a node
Once the node has been created, you can assign to it some
users.
Click on the highlighted icon and use the list to select the users
you want to be associated to this node.
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12. 3. Assign Additional Fields
Use the Node Fields option
If you want that different information about users are visualized
for each node of your organization chart, you can use the Node
fields option.
Click the node fields icon (user management panel) next to the
node you are interested in.
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13. 3. Assign Additional Fields
Choose the fields to display
Choose the fields you want to be displayed for this node during
the user subscription.
Each field can be set as: mandatory; valid also for sub-nodes;
invisible to the user.
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