23min

Update custom profile tabs

You can update configuration settings and tab block content in your custom profile tabs.

Update tab configuration

You can update the settings of your custom profile tab by adjusting any of the options available in the tab's Tab Configuration settings.

To update a custom profile tab's configuration settings:

  1. In the Settings option in the left sidebar, select Profile tabs.
  2. Select the tab you wish to configure from the top of the view.
  3. Adjust the following settings in the Tab Configuration section:
    • Label - The name of the tab that the employee sees.
    • Active - The status of the tab. Inactive tabs will not be shown.
    • Sensitivity - The sensitivity level of the tab. The tab itself will only be visible to members with proper access. Information within the tab will be selectively visible only to those with proper access.
      • Org public - Available to all members in your ChartHop organization.
      • Manager shared - Available to an employee's manager, and every position above manager.
      • Personal - Available at the employee level.
      • Manager only - Available only to an employee's manager.
      • Highly sensitive - Available only to Owners.
    • Sort - The order in which the tab will appear on the employee profile page.
    • Only Visible For Members Matching Filter - The tab will only be visible to members who match the filtered criteria. Supports Carrot Query Language filters.

  4. Select Save.

Update tab blocks

To update a tab block:

  1. In the Settings option in the left sidebar, select Profile tabs.
  2. Select the tab you wish to add a tab block to from the top of the view.
  3. In the Tab Blocks section, select the + button to create a new blank tab block.
  4. Adjust the following settings in the Tab Blocks section:
    • Label - The label that will be displayed for the block.
    • Sensitivity - The sensitivity level of the block. The tab block itself will only be visible to members with proper access. Content within the tab block will be visible only to those with proper access.
      • Org public - Available to all members in your ChartHop organization.
      • Manager shared - Available to an employee's manager, and every position above manager.
      • Personal - Available at the employee level.
      • Manager only - Available only to an employee's manager.
      • Highly sensitive - Available only to Owners.
    • Only Visible For Members Matching Filter - The tab block content will only be visible to members who match the filtered criteria. Supports Carrot Query Language filters.
    • Fields History - Allows you to add custom fields to your tab block.
      • Fields within your blocks will appear as individual cards that will display, historically, in a descending chronological order.
      • Custom fields must be created in order to be accessible from the fields list. Learn more.
    • Custom Content - An area where you can create and edit the content of your tab blocks using the rich text editor, Carrot Template syntax, or using Markdown.
      • Custom content appears at the top of the tab block, ahead of any historical cards.
  5. When you are finished, you may save the content and settings of your tab block by selecting Save in the Tab Configuration panel above the Tab Blocks section.