Custom User Fields is currently available for Beta testing. 
                              Contact Support to enable.

• Overview
• Requirements
• How to create custom user fields
• Show custom fields on the User Accounts page

Overview

User accounts in Merchant Central CRM can be configured with additional custom user fields. This allows you to tag users with different values and properties based on your organization’s user management needs.

Requirements

To enable this feature, ask your administrator to turn on the USER_CUSTOM_FIELDS feature flag.

How to create custom user fields

To create custom user fields, you must have the Manage Custom User Fields permission enabled on your user class.

Open the Custom User Fields settings

1. With the permission enabled, click your user name in the top-right corner and select Settings.

2. Under the User Settings tab, find the Custom User Fields section.

   

Add a new custom field

1. Click Edit Field Settings.
2. Click Add Custom Field.
3. In the new field popup window:
   • Select the field type (for example: text, dropdown, checkbox, etc.).
   • Enter the field name.
   • Enter the report alias (optional).
   • Enter the field tooltip (optional).

   • Select field permissions (view or edit).

     

ℹ️Field permissions determine if a user can view and/or edit the custom field when they open their user settings page (based on their assigned user class).

💡Use the Section Title field type to insert a label and visually group fields into categories (for example: emergency contacts, role & responsibilities, compliance information, etc.).

Edit, delete, and reorder fields

• To edit a field’s properties, click the pencil icon.
• To delete a field, click the trash icon.

• To reorder fields, drag and drop them to a new position using the drag icon to the left of the field name. When finished, click Save to apply your changes.

  

Custom field change history

Users with the Manage Custom User Fields permission can view the history of field updates using the History button.

Show custom fields on the User Accounts page

Custom user fields can be displayed on the User Accounts page for reporting purposes. To add a custom field to the User Accounts dashboard:

1. Go to Manage → Users & Groups → User Accounts.

2. Click the Gear icon in the report table header.

   

3. Select the custom field you want to display as a table column.