Only Admins can create Custom Fields on the Portal Settings page. Note that “Portal Settings” access is restricted to Admins only. Please follow below steps to enable API access:

  1. Once you are logged into CircleHD portal, in the top right header, there will be a user icon and a drop down arrow next to it. Click on the icon or drop down arrow to load the user options. Depending on the type of user access, you may see limited options in the drop down.
  2. Click on “Portal Settings” option in the top right drop down list under “Administration” section, this will load your portal settings page as shown below.
  3. On the Portal Settings page, click “Custom Fields” link in the left, under “Advanced Metadata”. This will load the Custom Fields settings on the right.
  4. Click on “Add New Field” button to add a new custom field. This will load a popup form to create a new custom field.
  5. You can add the Custom Field name, select “Type” from drop down and add “Options” if the field is a multiple selection type. Click on “Add” once details are entered in the popup page. If you need to cancel this action, you can do so by clicking on “x” on the top right of the popup form.
  6. For deleting an existing Custom Field, you can click delete icon on the right next to the custom field that you need to delete.