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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:

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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.

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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.

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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.

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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.

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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.

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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.

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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