Understanding the Default Tab and Field Order Controls
The member info pop-up opens when you select a team member’s name on the Manage Team Members page. It organizes a member’s details under two tabs: Units and jobs and Custom fields.
The User field-groups order academy setting controls how the pop-up is arranged when it opens. It has two controls: one that sets which tab is selected by default, and one that sets the order in which External IDs and custom fields are listed on the Custom fields tab.
Setting these once for your academy means the information your team looks at most is already on screen when the pop-up opens, so you do not have to switch tabs or scroll to find it.
Finding the User Field-Groups Order Setting
- Go to Academy Admin > Settings > Academy > Team Members Settings.
- Find the User field-groups order setting.
- Locate the two controls in the setting: the control for the tab that opens by default in the member info pop-up, and the control for the order of fields on the Custom fields tab.
Choosing the Default Tab
Use the default tab control to choose which tab is selected each time the member info pop-up opens. Two options are available:
- Units and jobs (default): the pop-up opens on the Units and jobs tab, which lists the organizational units the member is assigned to along with the member’s jobs.
- Custom fields: the pop-up opens on the Custom fields tab, which lists the member’s External ID(s) and custom fields.
To change the default tab:
- Open Academy Admin > Settings > Academy > Team Members Settings and find User field-groups order.
- In the default tab control, select Units and jobs or Custom fields.
- Save your changes if the page asks you to.
Setting the Field Order on the Custom Fields Tab
Use the field order control to decide which group is listed first on the Custom fields tab. The tab has two groups: External IDs and Custom fields. By default, External IDs are listed first, followed by Custom fields.
To change the order:
- Open Academy Admin > Settings > Academy > Team Members Settings and find User field-groups order.
- In the field order control, arrange External IDs and Custom fields in the order you want them to appear on the Custom fields tab.
- Save your changes if the page asks you to.
The order applies only to what a member actually has. A member’s External ID(s) are listed only when they exist, and custom fields are listed only when they have a value and are set as visible in member info in your academy’s Custom fields settings.
Seeing the Result in the Member Info Pop-up
The setting applies to your academy, so the pop-up follows it whenever it opens. When the default tab is Units and jobs, the Units and jobs tab is selected as soon as the pop-up opens.
When the default tab is Custom fields, the Custom fields tab is selected as soon as the pop-up opens, and External IDs and custom fields are listed in the order you configured.
Keep these points in mind when you review the result:
- The Custom fields tab appears only for members who have an External ID or at least one custom field with a value that is visible in member info.
- If a tab has no information to show, it displays Nothing to view here with the message There isn’t any information here for this person.
- The pop-up always shows the member’s avatar, roles and, when profiles are enabled in your academy settings, the View profile button at the top, regardless of which tab is selected.
Understanding the Default for Existing Field Order
An academy that already has a field order configured keeps it in this setting. The default tab and the order of External IDs and Custom fields follow these rules:
- When the Units and jobs group is listed first in the academy’s field order, the default tab is Units and jobs.
- When External IDs or custom fields are listed first, the default tab is Custom fields.
- When Units and jobs sits between custom fields and External IDs, the default tab is Custom fields.
- In every case, External IDs and custom fields keep the relative order the academy has configured.
You can change both the default tab and the field order at any time from the User field-groups order setting.