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Gestionar los datos de los usuarios

Aprenda a gestionar los detalles de los usuarios con campos de usuario a través de la aplicación web.

What does it mean to manage user details?

With user fields, you can capture additional information about your users. This includes adding and editing information as needed, to ensure that your users' details are up to date. Whether it’s basic info or custom data such as their job title or department, user fields make it easier to manage your users and ensure you're working with the right information every time.

View your team's details through user fields in user profiles via the web app.

You can only update details with user fields in bulk. However, bulk updates for fields like name and email are currently unsupported.

Qué necesitará

Manage a user's details

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Usuarios.

  3. Click the user's name.

  4. Click Settings iconAjustes on the upper-right of the page.

  5. Click Pencil iconEditar in the "Details" section.

  6. Update the details in the user fields accordingly. Manage your user's details with user fields via the web app.

  7. Click Guardar cambios.

Bulk manage user details

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Usuarios.

  3. Check the boxes on the left-hand side of the users' names.

  4. At the bottom of the page, click Edit fields and select the user field.

  5. In the pop-up window, update the user details accordingly.

  6. Click Actualizar.

Adding new responses for user fields with the "Multiple-choice" data type is currently unsupported. You can only add existing responses to the CSV file.

Bulk manage user details via CSV upload

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Usuarios.

  3. Click image on the upper-right corner of the page and select Upload iconUpdate user details (CSV).

  4. Click Download current users to download your user list to CSV.

  5. In your CSV, add or edit the users' details under the relevant user field columns based on their data type and save your changes.

    • Text: Enter alphanumeric inputs. Please note that responses for the "Text" data type are case-sensitive.

    • Date: Enter a date in the same format set for your organization.

    • User: Enter the user ID of the user in your organization.

    • Multiple-choice: Enter any existing response created for the user field.

  6. Drag and drop your CSV file into the "Drag your CSV file here" box or click examinar to select the file from your computer directory.

  7. Ensure that your CSV data has uploaded correctly, then click Confirm updates.

Frequently asked questions

Sí, los datos añadidos a los campos de usuario con el tipo de datos de "Texto" distinguen entre mayúsculas y minúsculas para garantizar que los usuarios con los mismos datos se consoliden bajo el mismo detalle, especialmente al filtrar su lista de usuarios.

Por ejemplo, si introduce "Soporte" para un usuario y "soporte" para otro, al filtrar su lista de usuarios se mostrarán dos detalles diferentes que seleccionar:

Ensure your user details match to accurately filter your user list via the web app.

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