...
Field # | Field | Type | Description | Required | Comments |
1 | FirstName | String | First Name | Yes | Min Length: 2 Max Length: 50 |
2 | LastName | String | Last Name | Yes | Min Length: 2 Max Length: 50 |
3 | FullName | String | Full Name | Optional | Min Length: 2 Max Length: 200 |
4 | UserName | String | Username for login | Optional | Min Length: 6 characters Max Length: 20 characters |
5 | Password | String | Password for login | Optional | Min Length: 10 characters Max Length: 32 characters |
6 | Address | String | Address Line 1 | Yes | Min Length: 2 Max Length: 150 |
7 | Address2 | String | Address Line 2 | Optional | Min Length: 2 Max Length: 150 |
8 | City | String | City | Yes | Min Length: 2 Max Length: 20 |
9 | State | String | State | Yes | State abbreviation of 2 characters i.e., AZ |
10 | PostalCode | String | Postal Code | Yes | Length = 5 numerals |
11 | CountryCode | String | 3 Letter Country Code | Yes | Should be USA |
12 | Phone | String | Phone Number | Yes | 10-digit phone number; exclude dashes and parentheses |
13 | AltPhone | String | Alternate Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
14 | MobilePhone | String | Mobile Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
15 | TimeZone | String | Time Zone | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
16 | String | Email Address | Yes | Email format: | |
17 | CostCenterId | Integer | Unique identifier for the Cost Center | Yes | Must use existing Id in DCI |
18 | ProfileReference | String | Third-party reference number for the Profile | Optional | Min Length: 1 Max Length: 200 |
19 | CanViewNotes | Bit | Allows case worker to view Notes on the Client Details and Punch Details Page | Optional (Default value is set to “0”) | Allows value either 0 or 1. Enumeration: 0 - Case Worker is not allowed to view Notes on Client Details and Punch Details Page 1 - Case Worker is allowed to view Notes on Client Details and Punch Details Page |
20 | CanViewAttachments | Bit | Allows case worker to view Attachments on the Client Details and Punch Details Page | Optional (Default value is set to “0”) | Allows value either 0 or 1. Enumeration: 0 - Case Worker is not allowed to view Attachments on Client Details and Punch Details Page 1 - Case Worker is allowed to view Attachments on Client Details and Punch Details Page |
21 | EnableAuthorizationManagement | Bit | Provides case worker limited access to the authorizations module to manage authorizations. Access mirrors the level at which the case worker is linked. | Required if Features_CWMgmt is enabled | Allows value either 0 or 1. |
22 | EnableVendorPayments | Bit | Provides case worker the Vendors tab and the Pending Entries tab on the submenu. They can view all vendors; create, edit, approve, and reject vendor payments. | Conditional – required in FI Mode if Features_CWMgmt and Features_VendorPayments_IsEnabled are enabled | Allows value either 0 or 1. |
23 | EnableEmployerReimbursements | Bit | Provides case worker the Pending Entries tab on the submenu. They can create, edit, approve, and reject employer reimbursements. | Conditional – required in FI Mode if Features_CWMgmt and Features_OtherPayments_IsEnabled are enabled | Allows value either 0 or 1. |
Vendor Profiles (FI Mode Only)
...