📝 Overview
Customer Fields allow you to collect, store, and display information about your customers, from date of birth to custom questions specific to your business. Because field configuration affects how customer data is collected and displayed across your entire account, access is restricted to staff with the appropriate permissions.
This guide outlines which roles can manage Customer Fields and where to go if you need to update a staff member's permissions or set up a new admin account.
🔑 Authorizations
All Customer Field configuration, including creating, editing, and deleting fields, requires one of the following:
Account Owner | has full control over the account by default |
Admin | a staff member assigned full admin permissions |
⚠️ Staff members with limited permissions cannot create, edit, or delete Customer Fields, even if they have access to the Customers section of your account.
📌 Relevant Articles
The following support articles provide more information on how you can perform various actions relevant to staff members and account permissions.
For more information about customer fields, check these support articles.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Does the 'Customers' permission allow a staff member to manage Customer Fields?
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No. The Customers permission allows a staff member to view customer data and manage customer details, but it does not grant access to configure Customer Fields. Creating, editing, or deleting fields always requires admin or Account Owner status.
What is the difference between an Admin and an Account Owner for managing fields?
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Both Admins and Account Owners can create, edit, and delete Customer Fields. The difference is that Account Owners have additional account-level controls — such as the ability to add or remove other Account Owners and request account closures — that Admins do not.
Can I control which staff members can see field data on customer profiles?
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Yes. When creating or editing a field, you can set its visibility to either all staff or only staff with the Customers permission. This controls who can see field data on customer profiles and in reports. It is separate from the ability to configure fields, which always requires admin or Account Owner access.