Global Sections

Creating a Global Section

You can create Global Sections to reuse the same Section across multiple Profiles.

Global Sections

Navigate to the Profiles page.

Navigate to Profiles section

Click GLOBAL SECTIONS.

Link to Global Sections

Click ADD GLOBAL SECTION.

Add Global Section

Enter the Section name and which Admin types have access.

Let’s call the Section ‘Terms’ and allow all Admin types access.

Adding the Section name

Access Control

Add Data Types as required.

Adding a Data Type

In this quick example let’s add a Simple Agreement.

Simple Agreement Data Type

Click PUBLISH CHANGES.

When you publish a Global Section, the changes apply to every Profile that uses it — there's no need to publish each Profile separately.

Publishing changes

adding a Global Section to a Profile

Global Sections can be added to a Profile and configured from the Profile Data page.

Navigate to the Profile Data page.

Profile Data page

Click ADD.

ADD button

Click GLOBAL SECTION.

Global Section link

Select an existing Global Section. Let’s select the section we just made, Terms.

Section selection

Update the Section settings if required.

Certain settings can be customised at the Profile level, including Section name and Access Control.

Changes here only apply to this Profile.

Section settings

Access control

If you need to make wholesale changes, clicking EDIT IN GLOBAL SECTIONS takes you to the Global Sections page

Remember — once published, edits made on the Global Sections page apply everywhere the Section is used.

In this case we will keep everything as is and PUBLISH the changes.

Edit button

Global Sections are displayed with a GLOBAL label under the Section name.

Label

converting a Profile Section into a Global Section

A Profile Section can be converted into a Global Section from within the Profile.

Click the Profile Section that you want to convert. Let’s select the Compliance section.

Profile Section

From the CUSTOMISE tab click ADVANCED SETTINGS

Advanced Settings

Click SAVE AS GLOBAL SECTION

Save button

The Section is now a Global Section and is available on the Global Sections page and can be added to multiple Profiles.

Global Section

Notice

From now on, make any changes to this section from the Global Sections page.

Global Sections page

Crew members attached to the Profile will see the new Section in their app. They'll be prompted to complete any new fields.

Crew App view

reverting a Global Section

A Global Section can be reverted to a Profile Section if it is only assigned to one Profile.

On the Profile Data page click the Section. Let’s choose the Uniform Sizes section.

Uniform Sizes Section

From the CUSTOMISE tab click ADVANCED SETTINGS.

Advanced Settings

Click REVERT TO PROFILE SECTION.

Revert button

You'll see a confirmation that the Section has been reverted.

Keep in mind, a Section can't be reverted while it's assigned to more than one Profile.

Confirmation notice

Deleting A Global Section

Let's delete the 'Terms' Section from this Profile. Select it, click the CUSTOMISE tab, then DELETE SECTION — and publish the changes. The section will still be available in the Global Sections page.

Deleting a Profile Global Section

To delete a Global Section entirely, make sure the section is not added to any Profile, select the section in the Global Sections page, click the CUSTOMISE tab then DELETE SECTION.

Remember to PUBLISH the changes.

Deleting a Global Section entirely

Made a mistake? Before you publish, click REVERT — next to PUBLISH CHANGES — then click YES to confirm, and the Section won't be deleted.