How Do I Manage My Agency Fields?

Agency settings can be customized by users who have the Agency Manager user role.

  1. Go to Administration, Organizations.

  2. Click the orange edit icon beside the agency you want to edit

  3. Click on the Intake Fields tab.

This list will ONLY display settings that Network Administrators have set to “ON/Optional” or “Choice” at the agency level.

  • ON/OFF: the network has given agencies the choice of whether or not to track this field.

    • If greyed out to ON, the network has locked this field to be tracked across all agencies.

    • If greyed out to OFF, the network has locked this field not to be tracked across all agencies.

  • Required/Not Required: the network has given agencies the choice of whether or not this field should be required or not .

    • If greyed out to Required, the network has locked this field to be required across all agencies.

    • If greyed out to Not Required, the network has locked this field not to be required across all agencies.

There’s a little question mark icon beside each option. If you hover over it, it will describe what that field is.