SafetyCulture
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Gérer les détails de l'utilisateur

Apprenez à gérer les détails de l'utilisateur avec les champs d'utilisateur via l'application Web.

What does it mean to manage user details?

With user fields, you can capture additional information about your users. This includes adding and editing information as needed, to ensure that your users' details are up to date. Whether it’s basic info or custom data such as their job title or department, user fields make it easier to manage your users and ensure you're working with the right information every time.

View your team's details through user fields in user profiles via the web app.

You can only update details with user fields in bulk. However, bulk updates for fields like name and email are currently unsupported.

Vous aurez besoin

Manage a user's details

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Utilisateurs.

  3. Click the user's name.

  4. Click Settings iconParamètres on the upper-right of the page.

  5. Click Pencil iconModifier in the "Details" section.

  6. Update the details in the user fields accordingly. Manage your user's details with user fields via the web app.

  7. Click Enregistrer les modifications.

Bulk manage user details

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Utilisateurs.

  3. Check the boxes on the left-hand side of the users' names.

  4. At the bottom of the page, click Edit fields and select the user field.

  5. In the pop-up window, update the user details accordingly.

  6. Click Mettre à jour.

Adding new responses for user fields with the "Multiple-choice" data type is currently unsupported. You can only add existing responses to the CSV file.

Bulk manage user details via CSV upload

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Utilisateurs.

  3. Click image on the upper-right corner of the page and select Upload iconUpdate user details (CSV).

  4. Click Download current users to download your user list to CSV.

  5. In your CSV, add or edit the users' details under the relevant user field columns based on their data type and save your changes.

    • Text: Enter alphanumeric inputs. Please note that responses for the "Text" data type are case-sensitive.

    • Date: Enter a date in the same format set for your organization.

    • User: Enter the user ID of the user in your organization.

    • Multiple-choice: Enter any existing response created for the user field.

  6. Drag and drop your CSV file into the "Drag your CSV file here" box or click parcourir to select the file from your computer directory.

  7. Ensure that your CSV data has uploaded correctly, then click Confirm updates.

Frequently asked questions

Oui, les détails ajoutés pour les champs d'utilisateur avec le type de données « Texte » sont sensibles à la casse afin de garantir que les utilisateurs ayant les mêmes détails soient rassemblés sous le même détail, notamment lors du filtrage de votre liste d'utilisateurs.

Par exemple, si vous saisissez « Support technique » pour un utilisateur et « support technique » pour un autre, le filtrage de votre liste d'utilisateurs affichera deux détails différents à sélectionner :

Ensure your user details match to accurately filter your user list via the web app.

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Si vous souhaitez obtenir une réponse de notre part, veuillez nous contacter à l'adresse suivante :support@safetyculture.com.

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