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How to customize users' data with your
     Docebo E-Learning Platform




                                www.docebo.com
Manage and Customize users’ data
                   Index



        Customize additional fields

        Create your organization chart

        Assign additional fields




                                         www.docebo.com
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.




                                                      www.docebo.com
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.




                                                         www.docebo.com
1. Customize additional fields
         Access to Addition Fields Tool

 Click the Settings icon and select Additional Fields.




                                                         www.docebo.com
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).




                                                       www.docebo.com
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.




                                                          www.docebo.com
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.




                                                          www.docebo.com
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.




                                                      www.docebo.com
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.




                                                  www.docebo.com
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.




                                                          www.docebo.com
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.




                                                        www.docebo.com
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.




                                                       www.docebo.com
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How to customize users' data with the Docebo eLearning Platform

  • 1. How to customize users' data with your Docebo E-Learning Platform www.docebo.com
  • 2. Manage and Customize users’ data Index Customize additional fields Create your organization chart Assign additional fields www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 5. 1. Customize additional fields Access to Addition Fields Tool Click the Settings icon and select Additional Fields. www.docebo.com
  • 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). www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 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. www.docebo.com
  • 14. Follow us on our blog www.docebo.com Docebo is an E-Learning platform: an app that allows to supply and track the online training. Chosen by more than 8.000 companies, Docebo is easy and ready to use. Discover how to activate your Free Trial!