Custom user information

You add custom user information to the xMatters system, and use the information to sort, find, and organize users, as well as to build dynamic teams. You can add two types of custom information in xMatters:

  • Custom attributes: Custom attributes are groups of user details that can be assigned to users by administrators or, depending on their assigned permissions, by users themselves. Custom attributes are useful for creating dynamic teams based on similar skills or details.
  • Custom fields: Custom fields appear on each user’s details page, and can be flagged as optional or mandatory. Useful as a means to store additional information about users or their preferences, custom fields can be text fields, lists, check boxes, passwords, or numeric values, and used to create dynamic teams or find users.

The main difference between custom attributes and fields is that users can select multiple custom attribute values (i.e., from each category), but can select only a single value for each custom field.

Permissions to create custom user information

By default, only xMatters company administrators can create custom attributes and custom fields.

To give another role the ability to create custom attributes, you must add the following permissions to it:

  • view.screen.AddCustomAttributes
  • view.menuitem.CustomAttributes
  • view.screen.CustomAttributes
  • view.screen.CustomAttributeDetails

To give another role the ability to create custom fields, you must add the following permissions to it:

  • view.menuitem.CustomFields
  • view.screen.CustomFields
  • view.screen.CustomFieldDetails

For example, if you want to provide group supervisors with the ability to create custom attributes and fields, you can add the permissions above to the Supervise Groups function (the latter function is one of several that define what a user with the group supervisor role can do within xMatters). If you plan to add these abilities to several roles, the best practice would be to create a new function (e.g., "Create custom user information") that you could add to as many roles as required.