Setting Up Custom Properties
To add custom properties, click 'edit properties'.
This is at the bottom of the custom properties sidebar on the People page (only administrators will see this).
Name your property
Enter the name of the property and select if you'd like it to be attached specifically to a folder (this is not necessary, just an option).
Enter in options
Here is where you begin to enter options, which allow you to assign more specific roles to a certain property. If you are going to make your categories/positions the exact same, this is where you'll add what you want the positions to look like.
To edit or add people, you can hover over the position and click the pencil icon
Then you will be able to edit the name of the option, or add people to it.
Assign people to this custom property by typing in their name and selecting it from the list. Once you are finished adding who you want, click Accept at the bottom.
To delete, click the red X
Also, you could assign people to these properties individually, from individual profiles.
Go back to People, click on a person's name, and then click the Assignments tab. On the left, you can assign properties by searching.
When finished, coordinate with categories and positions on the Plans page.
Custom Properties and Categories/Positions are not directly synced. You must add to the custom properties list and then also go to the Plans page and add the property as a category. First go back to the Plans tab, then click on a plan.
Hover over the 'People' bar, and click on the gear icon.
From here you will be able to edit your existing categories and positions.
To add a new category, click on 'add new category' in the lower left
Enter the Property name
Note: Because we are using custom properties to assign people to the positions under this category, we will need to make sure that 'Assign Using Custom Properties' is checked, and not 'Assign People Directly'.
Positions will follow
If you type in the name exactly as you have it on custom properties, it will automatically pull all the options in as positions, saving you time from entering all of those positions individually. Criteria is automatically set up for you as well, drawing from those options under custom properties (for more on criteria see the lesson on setting up and editing categories)