Assign values to a Team Member Select Custom Field

This feature is currently in beta

In this article, you will learn how to assign users to the values of a Select custom field option.

There are two ways to assign values to team member custom fields, from the Custom field edit page or from the User profile.

Setting a value from the Custom field Edit page

1. Go to your Account settings and open Custom fields under the Cost Management section
2. Select Edit on the custom field you would like to assign users to.
3. Select the Edit Icon of the select option you want to assign a user to and the Select side panel will appear
4. Search for the user and select that user.
5. Click Save Changes on the select option panel
6. Click Save Changes on the custom field view page

Setting a value from the User profile

1. Go to the People page and search for the user you would like to update
2. Open the User profile by clicking on its name
3. Scroll down and click on the Edit button in the Account settings section
4. Click on the select option you would like to update
5. Click on Save settings

Important: The assignation of users cannot be done through a CSV upload. CSV upload is only for creating the list of options themselves.