Add user and organization fields

Custom fields on people and organizations hold details your team needs, such as a customer number or a contract tier. Agents fill them in, and rules can use them as requester or organization conditions.

Add a field

1. Open Admin Center, People, User fields (or Organization fields) and choose Add field.
2. Enter a Title.
3. Check the Key. It is used in the API, rules and CSV import, and can’t be changed later.
4. Pick the Type, for example text, drop-down, date, number, checkbox or a pattern (regex).
5. For a drop-down, enter the Options, one per line, as value or value|label.
6. Add a Description for agents and save.

Order fields with Move up and Move down. Use Active to hide a field without losing its values.

Delete field removes the field and every stored value. This can’t be undone.

Where they show up

• On a customer’s profile and on an organization’s settings, under Custom fields.
• In triggers, automations and views, as “Requester: field name” or “Organization: field name” conditions.
• In the CSV import of users and organizations, by key.

Related

• Manage customers and organizations
• Trigger and automation conditions