Where are these Custom User Fields in the Agent Profile used in Ricochet?

Subject

Applies to: Admin/Branch Manager
Purpose: Understanding the system use of custom user fields in agent's profile
Location in Ricochet: Management > Agents  

Description

The instructions in this article require Branch Manager permission or above

This article describes the system use of custom user fields in an agent's profile.

Resolution

The Custom User Fields are currently accessible only when creating a webhook, visible when selecting the Data Type "User Fields".

1. The fields themselves are defined on the agent. Open the left menu, click Management, then Agents, and open somebody with the Edit button at the end of their row.

2. The profile opens on Agent Info, with a column of five tabs down the left. Custom User Fields is the second one down. Until a field has been defined, all it offers is Create New Custom User Field.

3. Those fields are used in exactly one place: a webhook. Open the left menu again and this time take Configuration, then Webhook Integrations.

4. Click Add Webhook. The form takes a name, a URL, where it can be triggered from and which method it sends with.

5. Further down is URI Parameters. Click Add Parameter and a row appears with a name, a value and a Data Type.

6. Open Data Type. It lists ten kinds of data a webhook can send, and User Field is the one that reaches the custom fields on an agent’s profile.

7. That is the whole answer: they are not used anywhere else in Ricochet360 yet, which is why the tab looks so bare.