What fields are available on a requestor's profile and who can view them?

This outlines what fields can be specified on a person (requestor) profile and who can view those fields.

It should be noted that there are there are several key types of people. For information about these different types, see the What is the difference between Users, People, Customers and Contacts? article.

Field Visibility

Visible to Client Portal Users

The following fields are visible to all Client Portal users:

  • First Name
  • Last Name
  • Organization
  • Title
  • Salutation
  • Middle Name
  • Nickname
  • Acct/Dept
  • Primary Group
  • Primary Functional Role
  • Resource Pool
  • Created
  • Modified
  • Time Zone
  • Primary Email
  • Alert/Notification Email
  • IM Details
  • Work Address
  • Work Phone
  • Pager
  • Fax
  • Other Phone

Visible to Self or any TDNext User

  • Organizational ID
  • Alternate ID

Visible to Self or People Users

The following fields are visible only to people viewing their own profile or individuals with access to the People application:

  • Alternate Email
  • Reports To
  • Request Priority
  • Mobile Phone
  • Home Phone
  • Home Address

Visible Only to People Users

Custom attributes are only visible to individuals with access to the People application.

Other

A person's list of status updates will only be visible to themselves or anyone with the TDNext application.

Editing Fields

Editable by Self

The following fields can be edited by users themselves and technicians in the People application:

  • First Name
  • Last Name
  • Organization
  • Title
  • Salutation
  • Middle Name
  • Nickname
  • Time Zone
  • Primary Email
  • Alert/Notification Email
  • Alternate Email
  • IM Handle/Provider
  • Work Address
  • Home Address
  • Work Phone
  • Mobile Phone
  • Home Phone
  • Pager
  • Fax
  • Other Phone
  • About Me

Only Editable by People Users

The following fields are only editable by technicians in the People application:

  • Acct/Dept
  • Request Priority
  • Organizational ID
  • Alternate ID
  • For non-"User" records:
    • Active status
    • Employee status

Only Editable by Administrators

The following fields are only editable within TDAdmin:

  • Reports To
  • Resource Pool
  • Primary Group
  • Primary Functional Role
  • For "User" records:
    • Active status
    • Employee status

Custom Attributes

Custom attributes can be configured in TDAdmin through the "Users" > "Attributes" section.

Custom attributes on requestors are only visible to individuals with access to the People application. In the process of making edits to a person, the attributes are only editable by individuals with access to the People application (including themselves).

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Details

Article ID: 2879
Created
Thu 12/4/14 6:04 PM
Modified
Mon 6/29/20 4:46 PM