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Providing information about application user

Updated on January 14, 2022

Make your application more relevant to run-time users by providing meaningful data, such as personal and professional information. You can also define an organizational structure and assign skills and proficiency levels to users. As a result, reporting and routing capabilities in your application work more efficiently.

For example, you can add a telephone number to a user to provide immediate communication when necessary. You can also define a user as a fluent French speaker to ensure that your application can accurately route tasks that require a high level of French.
Before you begin: Invite users to use your application. For more information, see Inviting collaborators to your application.
  1. In the navigation pane of App Studio, click Users, and then click User management.
  2. On the People tab, in the Name column, click the user that you want to edit.
  3. In the Personal information section, provide the contact information of the user:
    1. In the Full Name field, enter the name and surname of the user.
    2. Optional: To enable communication by email, in the Email field, enter the email address of the user.
    3. Optional: To enable sending push notifications and SMS messages, in the Telephone field, enter the phone number of the user.
  4. In the Professional information section, provide the organizational information of the user:
    1. Optional: To inform users how to address the operator, in the Title field, enter a relevant personal title.
    2. In the Persona / Developer role list, select a role that describes the type of duties that the user performs in the application.
      For example: Select Manager.
    3. In the Business unit field, select the organizational unit to which the user belongs.
    4. Optional: To facilitate reporting in your organization, in the Reports to field, enter the reporting manager of the user.
      Result: A reporting manager can receive notifications, for example, when the user misses a goal or a deadline.
  5. In the Skills section, assign a skill and a level of proficiency to the user:
    1. Click New skill.
    2. In the Skill field, enter the skill that you want to assign.
      For example: Enter French language.
    3. In the Proficiency field, enter an integer that indicates the expertise level of the user.
      For example: To indicate that the user speaks French fluently, enter 10.
  6. Click Save.

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