Create public and private custom fields.

In Organimi,  you can add custom fields to your organization and make them Public (choose to display them in your org chart on role cards) or Private (hidden).

Note: For privacy reasons, you must enable the custom field information you want to display on your chart.

1. From your dashboard, select an organization.
2. Click the SETTINGS and FIELDS tabs.
3. Click Add New Field.               

           

   4. Select a field from the Do It Yourself or Ready Made tabs.  For a detailed description of each custom field, see  Working with custom fields.   

    5. Update fields in the pop-up window as follows:

• • • Field Name, type a name for your custom field
    • Field Applies to, click the Person radio button to link to a person; click the Role radio button to link to a role
    • Click the Private Field toggle button to make the field Private so the field will not display on role cards. When enabled, the toggle button turns a teal color.

Note: Private fields are only accessible by organization administrators and account owners. They will be hidden when shared with less privileged users.

• • • If you chose to accept the default, the field will be Public. To display Public custom fields on role cards, go to Themes > Fields to enable them.
    • Click Add Field. 

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Related articles:

• Add custom fields.
• Edit custom fields.
• Delete custom fields.
• Working with custom fields.

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