How to Add/Manage an Account Custom Field to the Users Table

User needs to have the "Account Users" permission to be able to perform this task. 

Adding a Custom Field to the Users Table:

To add an Account Custom Field to the Users Table, you will need to first navigate to the Users table.

Then, click on the  button, which will open a slider on the right-hand side. The slider will look like below.

From there, you can click on the dropdown next to the "Choose an Account Custom Field" field to add new Custom Fields to the Users Table. Once an Account Custom Field is added to the Users table, you will be able to add it as a column in your Users Table.

To remove an Account Custom Field from the Users table, hover over any of the Account Custom Fields already listed below the "Already selected Account Custom Fields" section. You will then be able to see a delete button on the left-hand side of the name of the Account Custom Field.

Updating the User Account Custom Field:

Once an Account Custom Field is added to the Users table, you can now update the field for the users. To individually update a User Account Custom Field, you can click on the user's name in the Users Table. Then, click on the "User Custom Fields" dropdown, which will show you all Account Custom Fields you can update for the user. Any changes made to the fields will be auto-saved, so you can close the slider window once you finish making the updates.

To update an Account Custom Field for multiple users, you will first need to select the users by clicking on the checkboxes next to their names in the Users Table. Then, click on the "Group Actions" dropdown menu. From there, select "Edit Custom Field Values" option, which will open a slider window. In that slider window, you will need to click on the "Find a Custom Field" dropdown menu to select the custom field you are trying to update. Once you complete making updates, click on the "Save" button to finish updating the Account Custom Field.

Need help? Please watch video below: