Managing Custom Member Fields in Your Organizational Membership Portal

The APIC Organizational Membership Self-Service Portal allows company administrators to view, manage, and export their organizational membership roster.

In addition to the standard membership information, APIC can configure additional fields specific to your organization. These fields can be made editable, exportable, or both, depending on your organization's needs.

What is available by default?

All organizational membership administrators can already export standard membership information from the portal. No additional setup is required.

If your organization needs to track or report on additional information, such as internal departments, facility names, or organizational classifications, you can request custom fields.

Important: Custom fields are not automatically available. They must be requested, reviewed, and configured by APIC for your organization.

How to request additional fields

To enable this feature:

1. Contact the APIC Membership Team with your request.
2. Provide the names of the fields your organization would like to use and briefly explain their purpose.
3. Specify whether each field should be editable by your company administrators, included in membership exports, or both.
4. APIC will review the request and determine whether the requested information and export permissions align with APIC's Privacy Policy.
5. Once approved, APIC will configure the fields for your organizational membership account.

Not all requested fields or export permissions may be approved.

How to edit custom member fields

Once your organization has been configured:

1. Sign in to your APIC account and open the Organizational Membership Self-Service Portal.
2. Navigate to your Active Organizational Members roster.
3. Locate the member whose information you want to update.
4. Open the member's available editing options.
5. Update the custom fields your organization is authorized to manage.
6. Save your changes.

Only fields configured as editable will be available for modification.

How to export custom member fields

1. Open your organizational membership roster.
2. Select the roster export option.
3. Download the exported membership report.
4. If your organization has custom export fields enabled, these will appear as additional columns alongside the standard membership information.

This allows your organization to generate updated membership reports whenever needed, without requesting a separate report from APIC.

Frequently asked questions

Can my organization add custom fields directly?

No. Additional fields must first be requested and configured by APIC.

Can we export the standard membership fields without requesting this feature?

Yes. Standard membership information is already available for export to authorized company administrators.

Can we request any type of information?

You can submit a request, but APIC will review the proposed fields and export permissions to ensure they comply with APIC's Privacy Policy and applicable data-sharing requirements.

Will our custom fields appear for other organizations?

No. Organization-specific fields are configured for the appropriate organizational membership account.

Need assistance?

Contact the APIC Membership Team if you would like to request additional fields or need assistance managing your organization's membership information.