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Enable US Census Data

Updated

The US Census feature displays US Census data in a tab in the left navigation of an organization, user, or UTA/module Level 1 record. The data includes population, age, income, employment, poverty, and education. Organization and user records use the longitude and latitude of the address on the record, and UTA/module Level 1 records use the Customer standard field.

Who: Global administrators 

When to Use US Census Data

Use US Census data when:

  • US Census data on population, age, income, employment, poverty, or education is needed for the location of an organization or user.
  • US Census data is needed on a UTA/module Level 1 record.

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Enable US Census Data for Organizations and Users

Global administrator privileges are required to enable US Census data on organization and user records.

Verify Latitude and Longitude Standard Fields

To display US Census data on an organization or user record, the record must have the Latitude and Longitude standard fields enabled and populated with a valid address within the United States. 

To verify the Latitude and Longitude standard fields are enabled:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Organizations or Users tab.
  2. Click Standard Fields.
  3. Locate the Latitude and Longitude fields, and click the edit [pencil] icon to edit each field.
  4. Locate the Caption field.
    • If text is present in the Caption field, the Latitude and Longitude fields are enabled. 
  5. If no text appears in the Caption field, add a caption, and click Save.

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Display US Census Data for Organizations

To display US Census data on an organization record:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Security tab.
  2. Click System Visibility Permissions.
  3. Click the Organization tab.
  4. Locate the Limit US Census Tab Access section, click the Role field, and select the relevant roles permitted to view the US Census tab in the left navigation.
  5. Click Save.

The US Census tab appears in the left navigation of an organization record.

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Display US Census Data for Users

To display US Census data on a user record:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and click the Security tab.
  2. Click System Visibility Permissions.
  3. Click the People tab.
  4. Locate the Limit US Census Tab Access section, click the Role field, select the relevant roles permitted to view the US Census tab in the left navigation.
  5. Click Save.

The US Census tab appears in the left navigation of a user record.

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Enable US Census Data for UTA/Module Level 1

Global administrator privileges are required to enable US Census data on a UTA/module Level 1. 

Verify the Customer Standard Field

To display US Census data on a UTA/module Level 1 record, the Customer standard field must be enabled and an organization must be selected within that field. The selected organization must have a valid US address with the Latitude and Longitude standard fields populated.

To verify the Customer standard field is enabled:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Level 1 tab.
  4. Click Standard Fields.
  5. Locate the Customer field, and click the edit [pencil] icon to edit the field.
  6. Locate the Caption field.
    • If text is present in the Caption field, the Customer field is enabled.
  7. If no text appears in the Caption field, add a caption, and click Save.

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Display US Census Data for UTA/Module Level 1

To display US Census data on a UTA/module Level 1 record:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Security tab.
  4. Locate the Security Settings section, and click Feature and Function Permissions.
  5. Click the Level 1 tab.
  6. Locate the Show US Census Tab section, click the Role field, select the relevant roles permitted to view the US Census tab in the left navigation.
  7. Click Save.

The US Census tab appears in the left navigation of a UTA/module Level 1 record.

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