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Configuring User Tracking Codes

User Management , Admins , Enterprise Settings , Article , New , Product Utilization , Instruction

Tracking codes allow Admins to define up to 5 custom fields to managed user accounts. In these fields, Admins can add free-form values, often called tracking codes. To use tracking codes, a setting must be enabled by your customer success manager.

You can add, edit, and delete tracking code fields in the Admin Console. Co-Admins must have the View settings and apps for your company permission enabled to access tracking codes for other managed users.

In this topic:

Adding a Tracking Code Field

You can add up to 5 tracking codes.

  1. Go to Admin Console > Enterprise Settings.
  2. Click the User Settings tab.
  3. In the User Tracking Codes section, enter values in one or more Tracking code # fields.
  4. Click Save.

Editing a Tracking Code Field

Editing a tracking code does not affect any values entered in that field for any users.

  1. Go to Admin Console > Enterprise Settings.
  2. Click the User Settings tab.
  3. In the User Tracking Codes section, edit the value in a Tracking code # field.
  4. Click Save.

Deleting a Tracking Code Field

  1. Go to Admin Console > Enterprise Settings.
  2. Click the User Settings tab.
  3. In the User Tracking Codes section, select the value in a Tracking code # field and press Delete.
  4. Click Save.

Once tracking code fields are established in the Admin console, you can add, edit, and delete tracking code values in managed user accounts.

Adding a Tracking Code Value to a Managed User Account

  1. Go to Admin Console > Users & Groups.
  2. Click the Managed Users tab.
  3. Click the name of a managed user.
  4. In the User Details section, click Edit.
  5. Enter a value in a tracking code field. The tracking code fields are the last fields in the User Details section.
  6. Click Save.

Editing a Tracking Code Value in a Managed User Account

  1. Go to Admin Console > Users & Groups.
  2. Click the Managed Users tab.
  3. Click the name of a managed user.
  4. In the User Details section, click Edit.
  5. In a tracking code field (the tracking code fields are the last fields in the User Details section), make any desired changes to the field value.
  6. Click Save.

Deleting a Tracking Code Value in a Managed User Account

  1. Go to Admin Console > Users & Groups.
  2. Click the Managed Users tab.
  3. Click the name of a managed user.
  4. In the User Details section, click Edit.
  5. In a tracking code field (the tracking code fields are the last fields in the User Details section), delete the value in the field.
  6. Click Save.

Reporting on Tracking Codes

Reporting on tracking codes is available:

  • In the User Details report
  • Via API (application programming interface) and CLI (command line interface) as follows:
    • Using API: Get user with fields=tracking_codes
    • Using Box CLI: > box users:get <user_id> --fields=tracking_codes

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