CRM

Augustus
Top Contributor

Save custom values on account user records

SOLVE

Hi - we have additional values/attributes that we need to store on our account users in order to link them back to our internal systems, like employee ID.  Since user emails and names can change, that is not always the globally unique identifier for a user so relying on it to identify the user in Hubspot can be highly problematic.

 

Is there a way to create custom fields on an account user?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Save custom values on account user records

SOLVE

@Augustus thanks for clarifying. This users object cannot be customized yet, although it's likely coming up this year, considering the recent beta for user based workflows.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Save custom values on account user records

SOLVE

Hey @Augustus 

for the moment Users is not a customizable object in the CRM.

these are the only ones that we can access.

Maybe you can post this in the ideas Forum to be considered by the product team

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Augustus
Top Contributor

Save custom values on account user records

SOLVE

Thanks.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Save custom values on account user records

SOLVE

Hi @Augustus,

 

This would be custom properties: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

If that's not what you're referring to, could you please give an example? I'm not sure who exactly you're referring to when you say account user.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
Augustus
Top Contributor

Save custom values on account user records

SOLVE

Hi - that documentation is for deal objects, like CRM object contacts - that's not what I'm referring to.  I'm referring to users set-up in the system under Settings => Users & Teams; also referred to as deal owners.  "Hubspot Users" can now be used as a CRM object property type as a custom field, which is great because these users can be assigned to deals or other objects in roles beyond just "Deal Owner".

 

Augustus_0-1713542949320.png

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Save custom values on account user records

SOLVE

@Augustus thanks for clarifying. This users object cannot be customized yet, although it's likely coming up this year, considering the recent beta for user based workflows.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.