Managing User Attributes

Managing User Attributes

The Manage User Attributes section allows you to use existing attributes to record additional information in the profiles of your users.

Note: To access this page, you need to have the Manage User Attributes permission in your role.

From the My Account menu, select Manage User Attributes. The page displays a list of attributes that are included in the user profiles in your Brandgility account.

Adding attributes to user profiles

Before adding an attribute to your user profiles, that attribute must already exist. The following procedure assumes that the attribute you want to add already exists in your Brandgility account. To learn how to create new attributes, see Managing Attributes.

  1. Next to Attributes, select }.

A list of all available attributes appears.

  1. In the list, select the checkboxes for the attributes you want to add.

  2. At the top of the window, confirm your selection by clicking Select.

The list of attributes added to your account's user profiles is updated.

  1. Select the Mandatory checkbox to define an attribute as mandatory. This attribute must be completed when a new user login is set up, and by existing users when they next log in. This may be automatically populated via the SSO parameters (if configured), the User Authentication process (if configured), or manually by the user at log in.

  2. If Selection Type is available, you can select from the following options:

    • For a List type attribute, choose Single (which allows only one selection from the list) or Multi (which allows multiple selections).

    • For a Text type attribute, choose Single (which allows only one value) or Multi (which allows multiple values to be entered).

  3. Select the Read Only checkbox to restrict users from changing the attribute.

  4. Select the Include the Order Summary checkbox to include the attribute in orders placed by users.

  5. Select Save.

Note: When users log in for the first time after you have added user attributes, which are not automatically populated, a window appears prompting them to update their profile. Until the user completes all mandatory attributes, their access will be limited, and they will be unable to configure and order new content.

If a mandatory attribute also set as read only is not populated, then a message will be shown to the user, informing them that they will not be able to proceed until their profile is updated by an Administrator.