People
      Back to home
      1. Knowledge Base
      2. People

      Global Labels

      Global Labels for People and Reporting allows users to categorize people within the system more effectively. By adding descriptive labels to individual person profiles and the Workload View List, users can quickly identify and group people based on various criteria.

      Key Features

      • Adding Global Labels: Users can add multiple labels to a person's profile and a report. 
      • Label Visibility: Added labels will appear in Reporting, the Person Profile, and the corresponding Workload View.

      Benefits

      • Improved organization and efficiency when managing people and workloads.
      • Better visibility of key information about individuals within the system.

      How to Use

      Create Global Labels:

       

      1. Go to the Admin Portal.
      2. Under Global navigate to Fields and Labels.
      3. Add desired labels (e.g., Volunteer, Event Attendee, Board Member).
      4. Save changes.

        Add Labels to a Person:

      1. Go to the person's profile.
      2. Navigate to the identity section of the profile and select the Labels down drop.
      3. Select desired labels.
      4. Save changes.

      View and Use Labels:

      • See assigned labels on a person's profile.
      • Add Labels to your reports