Settings
Configure people management preferences and defaults for your organization.
To effectively manage a large organization, you need to be able to segment your users accurately. The People Settings page allows you to define the exact metadata attributes—like departments, office locations, and seniority levels—that can be assigned to individual user profiles.
By configuring these tags, you unlock powerful filtering capabilities across the platform, making it easier to generate reports or automatically assign Learning Paths to specific segments of your workforce.
To access these configurations, navigate to People > Settings in the Admin Portal sidebar.
1. Overview of Metadata Categories
The Overview tab provides a quick look at all the different ways you can classify your users.
Clicking on any of these cards will take you to the Custom Metadata tab, where you can manage the specific tags for that category:
- Departments: Group users by their business unit (e.g., Sales, HR, Engineering).
- Employment Types: Classify workers by their contract type (e.g., Full-Time, Freelancer).
- Locations: Map users to specific regional offices or sites.
- User Types: Broad classifications for your audience (e.g., Employee vs. Customer).
- Workplace Types: Capture how people work (e.g., Remote, On-site, Hybrid).
- Seniority: Define career levels (e.g., Junior, Mid-Level, Manager) to build role-appropriate training.
2. Managing Metadata Tags
Clicking into any category (such as Departments) reveals a list of all currently configured tags.
Next to each tag, you will see a User Count Badge (e.g., a small blue icon with a number). This instantly shows you how many active users in your organization currently have this specific tag assigned to their profile.
Adding a New Tag
To create a new attribute, click the blue + Add [Category] button in the top right corner. Simply type the name of the new tag and click Create. It will immediately become available as a dropdown option on all User Profile pages.
Editing a Tag
If a department rebrands or a location changes its name, you can update it globally. Click the Pencil icon next to the tag, change the name, and click Save Changes. This update will automatically reflect across all users who currently have this tag assigned.
Deleting a Tag
To remove a tag, click the red Trash Can icon. Because this action will permanently strip the metadata from any user profile that currently uses it, you must type the exact name of the tag to confirm the deletion.
3. System Defaults vs. Custom Tags
When configuring categories like Employment Types, User Types, Workplace Types, and Seniority, you will notice certain tags have a small padlock icon and are labeled as (default).
What are System Defaults? TechClass provides a set of standard, locked metadata tags out-of-the-box (such as Full-Time, Remote, or C-Suite).
- These default tags cannot be edited or deleted.
- They ensure baseline standardization across the platform for global reporting.
However, you are not restricted to only using defaults! You can always use the + Add button to create your own custom tags alongside the locked ones to fit your organization's unique structure (e.g., adding "Consultant" to the Employment Types list).
Assigning Metadata to Users Remember, this page is only for creating the available tags. To actually assign these tags to a specific employee, go to People > Users, click on the person's name, and update the "Account Attributes" section on their Information tab.