PowerSteeringPowerSteering User GuidesAdministrator Guide Configuring User Creation OptionsHow do I make tags and custom fields required when inviting or importing a new user?

How do I make tags and custom fields required when inviting or importing a new user?

Administrators can determine whether required tags and custom fields must be populated when a user is invited to or imported into PowerSteering. This article describes how to make tags and custom fields required when inviting or importing a new user.

1. Click User Creation Options

Click User Creation Options
  1.    On the Icon Bar click the Admin button.
  2.    Click Configuration to expand the menu, then click User Creation Options.

2. Select Enforce Required Tags and Required Custom Fields

  1. Select the check boxes to enforce required tags and required custom fields when inviting a new user and importing new users using a spreadsheet.
  2. Click Save.

3. Inviting Users

  • All tags and custom fields that are required on the Field Management page now appear as required fields on the Invite/Create New User page.

4. Importing Users

  • If a required tag or custom field value is omitted from the user import file, you will be prompted with an error.

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