Managing Account Fields - Phase 2: Customizing & Adding Fields

Structured AI → Managing Account Fields Phase 2: Customizing & Adding Fields

 

Managing Account Fields - Phase 2: Customizing & Adding Fields

Estimated Time

~15 minutes

Current Phase

Phase 2 of 3

What You'll Accomplish

• How to create and add custom fields within the system.
• Where custom fields can be applied to capture additional data.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Start Training ➡
Phase 2 Customizing & Adding Fields	Current Phase ✔
Phase 3 Maintenance & Best Practices	Start Training ➡

---

Follow Our Step-By-Step Training

1. Access Content Library

To access Account fields click on the hamburger menu.

 

2. Open Account Fields Section

And click Account Fields.
 

 

3. Navigate to System Fields

The platform includes a set of system standard fields.
 

 

4. Select Custom Fields Tab

However, you have the flexibility to create custom fields to meet your specific needs.
 

 

5. Initiate Adding New Field

To add a new field, such as a Privacy Policy link for example, click the + Add button.
 

 

6. Open Field Type Options

First select your field type.
 

 

7. Choose Link Field Type

In this example, choose the Link.

 

8. Enter Field Name

Click "Enter profile field name" to specify the name of the new field.
 

 

9. Name Field Privacy Policy Link

In this example, enter "Privacy Policy Link".

 

10. Add Helper Text

Click "Enter helper text" to provide additional guidance for the field.
 

 

11. Provide Helper Text Details

Enter, "Please include a link to your policy." to assist users in understanding the field's purpose.

 

12. Confirm Manual Input Setting

Choose whether partners will enter manually or through SSO.
 

 

13. Confirm Account Level Setting

Select whether Account Admins have sole rights to input or whether all users can add inputs.
 

 

14. Search for Groups

Assign the Account Fields to the appropriate groups.
 

 

15. Save New Account Field

Once complete, click Save.
 

 

16. Set Field to Inactive

Once saved, your new field is automatically added to the grid.
 

The following video provides a comprehensive demonstration on how to effectively manage Account Fields. It walks you through the entire process, explaining each step in detail to ensure you understand how to customize and organize the fields within your account. 

By watching this video, you will gain valuable insights into managing your account settings more efficiently and tailoring the fields to better suit your specific needs.

You've Completed Phase 2 - Move to Phase 3 →