Users

Tag the record to members of your organization

What is the users field?

It's a drop-down list automatically pre-defined with all users in your company's account

How to create an users field

To create a User field:

  • On table mode, go to the last table header with a "+" and that will open the create field page
  • Just look for the "Users" option and click on it
  • Choose the name of your field and if it's required

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You can delete or edit by clicking on the table header name and choosing one of the options

When should I use it?

Since it’s an automatically defined list of all users on your account, you can use this field to assign tasks for each user and control who has access to each process.