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How to create custom fields for users

Owned by Mihai Peteu (Unlicensed)
Last updated: Sept 16, 2024 by Chad Fay
1 min read

You can create custom optional fields for users, which will appear when you create and edit users and in the User Management table.

Note: This is a Premium feature not included with the Basic subscription.

Steps to Create Custom Fields

  1. Log In:

  2. Navigate to Custom Fields:

    • Go to Users > Custom Fields, then click the blue Create Custom Field button.

  3. Set Up Your Custom Field:

    • Enter a name for the field.

    • Select a Field Type from the dropdown menu. Options include:

      • Checkbox

      • Date

      • Dropdown

      • Text

    • The field is enabled by default. If you do not want to use the field immediately, click the slider to disable it.

  4. Save the Field:

    • Click Save.

  5. Configure Dropdown Field (if applicable):

    • If you selected a Dropdown field, click Create Dropdown Item.

    • Enter a name for the item, click Save, and repeat for any remaining dropdown options.

The custom fields you create will appear at the bottom of the User Details page. To view them in the User Management table, click Filter Columns and select the checkbox next to the custom field.