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This page offers options to customize the appearance of the context by changing the logo image displayed at the top of the page and on the login screen, as well as including custom fields in the profiles of registered users. For developers, methods are available in the TOTVS Identity REST API to create, update, and query custom fields.

If the data datum to be entered in the custom field is either personal or sensitive data, it is recommended to mark , we recommend marking it as personal, thus ensuring the confidentiality of the information and protecting access to personal data from unauthorized access, whether accidentally or unlawfully.

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The image must comply with the specifications provided on the screen regarding the supported format (png) and the maximum size (1MB). The size of the image in the header is 200 x 60 pixels.

Once the image is displayed on the screen, it is possible to onscreen, you can configure its display in Identity (rotate, mirror horizontally or vertically, as well as select the part that should be displayed).

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After the change, it may take a few minutes for the image to load in the header (next to on the left side of the top menu).

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02. In the Company Login Screen Logo feature, click the Select file button.

03. In the opened open screen, click Select file and navigate to locate the desired image, or drag the image and drop it in the indicated area.

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The image must comply with the specifications provided on the screen regarding the supported format (png) and the maximum size (1MB). The size of the image is 50 x 50 pixels.

Once the image is displayed on the screen, it is possible to onscreen, you can configure its display view in Identity (rotate, mirror horizontally or vertically, as well as select the part that should be displayed).

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01. Click the Settings icon in the upper right corner and select the Customization option.

02. Click on the Custom Fields feature.

03. Click the Add Field button to include add a custom field in the user profiles.

04. In the Settings tab, provide the enter details of on the new field.

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Field nameName
The name represents the description of the field content on the pages where the user profile is displayed and cannot be changed after creation.

Field type Type 
Type of field that should be presented displayed for fillingcompletion. The available options are:

  • Text: any type of text.
  • Number: decimal numbers.
  • Date: calendar dates.
  • List: list of options for selection.

→ When the field type is List, it you will be necessary need to provide the available options for selection. Click Add options or Remove to configure the field selection options for the field.

Make it mandatory required for user registration.
When checked, it determines that filling in the field completion is mandatoryrequired.

Make it visible only through the REST API. It will not be displayed to the user.
When checked, it determines that the field will not be displayed on the screen , during user registration, the field is neither displayed onscreen nor in the profile. The field You can only be filled or queried fill in or query the field through the REST API.

05. In the Personal Data tab, include the add privacy information for the field, if necessaryneeded.

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Informações
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titleNote:

With the personal data configuration, the field is added to the listing of personal data in list in Identity.

The You must configure the Personal Data configuration must be performed to comply with the General Data Protection Law (LGPD or LGPDP) in the organization. For more clarifications further clarification on the organization's actions regarding LGPD compliance, access the LGPD guide on the TOTVS website (documentation in Portuguese language).

Data Type
Allows selecting a data type that will to be marked as sensitive or hidden. The available types are: Name, Emaile-mail, CPFSSN, RGID card, Driverdriver's license, Work employee card, Voter voter registration, Passportpassport, or others, depending on the type of component for which privacy is being configured.

Is it sensitive data?
When marked as Yes, the data is considered sensitive.

Informações
titleNote:

Any data of on racial or ethnic origin, religious belief, political opinion, union affiliation, or affiliation to a religious, philosophical, or political organization, as well as data related to health or sexual life, genetic or biometric data, when that is linked to a natural person, is considered sensitive.

Classification and Justification
Specifies why the data is being requested and for what purposes it will be used.

  • Classification: The classification allows selecting which reason generated created the need for data privacy configuration. The available classification types are: Contract execution, Legal legal obligation, Consentconsent, Execution execution of public policies, Study study by research organization, Regular regular exercise of law, For the protection of life, For health care, Legitimate legitimate interest, and Credit credit protection.
  • Justification: Allows providing a text justification for why the data is requested and how it will be used.
    To insert enter a new classification and its justification, click the Add button located below Classification and Justification.
    To remove it, click the Remove button located below the respective classification and justification. 

06. After including entering the information, click Save.

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The custom fields will be are displayed on the user management pages and during the creation of when creating new accounts. For more details, refer to the documentation Identity | Users (documentation in Portuguese language).

Nota
titleAttention

After creating the custom field, it is not possible to you cannot edit its name and type.

Âncora
alterarprivacidade
alterarprivacidade

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The privacy configuration screen will openopens, already filled in with the name defined for the custom field. The You cannot change the name and type of the field cannot be changed.

For more details about the requested information, look for Personal Data in this documentation (step 05 of the previous item).

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With this configuration, the field is added to the listing of personal data in list in Identity.


Delete Custom Field
Âncora
excluirprivacidade
excluirprivacidade

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01. Click the Remove Delete icon located next to the added field.

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The privacy configurations provided for the custom field will be removedare deleted. By deleting this data, it will is no longer be considered personal and will is not be monitored anymore. However, all existing records about it will be are kept as history for auditing.

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When defining custom fields with personal or sensitive data, they you can be viewed view them through the Data and Privacy screen , in the Security tab.


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