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Adding User Profile fields to spreadsheet exports

Must have "Admin" role assigned to make changes to user profile fields.

  1. Open "Company" -> "Overview" from top menu.
  2. From sub-menu, open "Templates" - "User Profile Template".
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  3. Add new field to list.
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  4. Select permission required to view and edit this user profile field from the "Permission" column.
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  5. Toggle "In Timesheet" selector to add profile field to time sheet export.
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  6. To view and edit user profile information, go to "Company" -> "Users" in top menu. Select a user to view.
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  7. New field will be displayed within users Profile. A "shield" icon indicates that the field has a permission applied. Hover over this to view permission details.
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  8. Enter data into profile field and click "Submit" to save.