Overview
Custom fields display at the bottom of the user’s profile and can be targeted in Process Management. To assign these fields to a user after creating them, click the Edit
icon to the left of a user's name on the Departments and Users page.
icon to the left of a user's name on the Departments and Users page.To add a New Customer User Field
- From the Gear wheel
select Users & System Administration. - Under User Administration, select Departments and Users.
- Click Profile Settings in the center.
- Under Custom Fields at the bottom, click New.
- Enter a Field Name.
- Enter a Field Code.
- Select a Field Type.
- The Single-line text option allows you to enter a line of text consisting of letters and/or numbers.
- The User Selection option allows you to select users from departments and groups.
- Once the field type is set it cannot be changed.
- Select Make this field public to make the field visible to everyone.
- Select Allow users to edit this field to have the field be editable by the user it is assigned to.
- Click Save.
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