Create Custom User Fields

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In addition to User Profile information, you can create Custom Data Fields for additional personal information your organization wishes to gather from a user when creating an account.

Important Note:

The custom field will not show up as an option in reports until it has been filled out by at least one account member.

Instructions

  1. Navigate to Configurations > Organization > Custom User FieldsConfiguration, organization, account flags in left navigation menu.

  2. Select Create Custom FieldCreate custom field option.

  3. Fill in fields Custom fields to be filled in.

    • Data Type: Select what type of answers you want to retrieve

    • Label: Enter a label for your field

    • Max Length: Specify how many characters are possible in an answer; leave blank for unlimited

    • Required: Select if this field is a required field

  4. Select Save New Custom Field Save new custom field button.