Company Details: User Defined Attributes

The User Defined Attributes tab lets a user link the corporate location to one or more user defined attributes. The data entered here can be used to facilitate more robust and flexible integration with internal systems like Connex as well as external systems such as proprietary payroll or accounting systems. {Note}: To edit entries labeled as "Secret" (noted by a Security Shield), users must have the "Company: Update Secret User Defined Attributes" User Group control enabled. {Franchise Note}: In Franchisee environments, UDA settings must be defined separately; they are not controlled by or inherited from the Franchisor.

Attributes entered here are NOT inherited by locations; those must be entered for each applicable location in the Location Details screen.

Under the Corporate menu, click Company.

All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

Click the User Defined Attributes tab.
Use the Filters to help you locate the desired attribute. <Pro Tip>: Filter by the "Code". For parameters, click HERE..

Enter the appropriate Value for any entries listed.
When ready, click the Disk (Save) icon to save your changes.
To download and print these settings, click the Printer (Export) icon and select the desired options.
If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
When finished, click the Home (Dashboard) icon to exit the screen.