Set custom attributes

The following procedure describes a user (typically an end user or a sales agent) making an entry in a custom attribute field or checkbox. To edit the actual properties of the field or checkbox, see Edit and delete custom attribute fields.

To set a custom attribute,

1. Go to one of the following locations depending on the location of the custom field and your user role:
   • Add a Lead page
     • Manage > Reseller > HOME| Leads > Create Referral Lead
   • My Company page
     • user name > My Company
   • My Profile page
     • user name > My Profile
   • User details page
     • **Manage > Reseller > Home > HOME | Users > user name> Edit
   • User Signup
     • Account activation page that opens when a user clicks the link in the invitation email. The email is sent after a user clicks Sign Up in AppReseller home page.
   • Checkout
     • Additional Information page of the purchase flow
     • Confirm Order page in the purchase flow
   • Company details page
     • **Manage > Reseller >Home>HOME| Companies > company name> Edit
       The selected page opens and includes one or more of the following:
   • Edit link
   • Custom attribute field with a previously set value, or with no value
   • Custom attribute checkbox

   📝 Note: If the Edit link does not appear, the current user does not have edit permissions for this custom attribute.

2. Click Edit in the section where the custom attributes appear.
3. Make your changes and then click Save.