In this section, you can add custom fields to the User/Contact entity, the Request Access form, and the Primary Contact section of the Become a Partner Form. Additionally, you can set field visibility and requirements for standard fields related to the Users/Contact entity.  


Field Customization

To add a new field:

  1. Go to Settings > User & Organization Fields > User Custom Fields.
  2. Click the Add Field link.
  3. Name your field. 
  4. Select the field type from the dropdown menu. 
  5. Add a description (optional but recommended)
  6. Configure the Field's Visibility & Interaction settings: This section allows you to control who can see, edit, or is required to complete the custom field, as well as its availability for integrations. Each column represents a different area of the system where the field may appear.
    • Internal View - Internal Users can view and edit the field in Partner and Distributor User/Contact Profiles. The field can be configured to be required so that Internal Users must populate the field when creating new Partner and Distributor User/Contact records.

    • User Profile View - Set access for Partner and Distributor Users to the field within their own User Profiles using the following options: 

      • Hidden - The field is hidden from Partners/Distributors and is accessible only to Internal Users.

      • Visible - Partners/Distributors can view the field.

      • Editable - Partners/Distributors can view and edit the field.

      • Required - Partners/Distributors must fill out the field before saving any changes they've made to their User Profile.  

    • User Request Access & Become a Partner Forms - Specify whether the field will be included on the public-facing Request Access and Become a Partner forms using the following options: 
      • Editable - Individuals can view and edit the field.
      • Required - The field must be populated before the forms can be submitted.
      • Hidden - The field is hidden from the forms.

    • API & Integrations - Specify how the field interacts with integrations (e.g., Salesforce and HubSpot Partner Sync Integrations) and the API.

      • Editable: Allows the field to be set or updated through integrations and the API. The field is optional by default and does not need to be populated in Channeltivity for the data to be submitted.

      • Required: The field must be populated before data can be successfully submitted via integrations or the API.

  7. When you are finished adding your custom field, click OK.

User Custom Fields Window


 If you need to edit or remove a field, hover your mouse over the field and select one of the options listed on the far right. 

 User Custom Field Page 


User Field Requirements & Visibility


The User Field Requirement & Visibility page allows you to determine which of the standard User/Contact fields are required and visible in various areas of the portal, such as User/Contact records, the Request Access, Become Partner forms, and the Customer/Prospect Contact record associated with Deal Registrations.  To access the User Field Requirement & Visibility page, go to Settings > User & Organization Fields > User Field Requirement & Visibility. 


Each column represents a different user interface or form view where the field may be displayed or edited by Users.  You can specify whether the fields in each column should be required, editable, or hidden for that column's view or form by clicking the icon in each column to update the field status. Below are the three available field statuses:

  • Required: A red asterisk (*) indicates a required field. Fields marked as "Required" must be filled out on that particular view or form. 
  • Editable: A pencil icon indicates the field is editable. Fields marked as "Editable" can be modified in that particular view or form.
  • Hidden: An eye icon with a line through it indicates the field is hidden. Fields marked as "Hidden" will not be displayed to Users in that particular view or form.

User Fields

 

Scroll down the page to make adjustments to the standard fields on the Deal Registration's Customer/Prospect Contact record: 

Deal Registration Customer/Prospect Contact Fields


When finished, click "Save" to save your changes.