Editing Custom Fields in User Profiles

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 Edituser_edit.PNGicon to the left of a user's name on the Departments and Users page.
To add a New Customer User Field
  1. From the Gear wheel gear_wheel.PNGselect Users & System Administration
  2. Under User Administration, select Departments and Users.
  3. Click Profile Settings in the center.
  4. Under Custom Fields at the bottom, click New.
  5. Enter a Field Name.
  6. Enter a Field Code.
  7. 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.
  8. Select Make this field public to make the field visible to everyone.
  9. Select Allow users to edit this field to have the field be editable by the user it is assigned to.
  10. Click Save.


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