User attributes management

User attributes help user searches to be more accurate by using filters on the user search results page

Path: SBO > Users > Attributes

User attributes are similar to listing attributes.

• Definition

• Create user attributes

  • Create a user attribute group

  • Create a user attribute

• Read user attributes

• Update user attributes

  • User attribute groups

  • User attributes

• Delete user attributes

  • User attribute group

  • User attribute

• Related resources

Definition

User attributes are additional information that is provided for each user.

Each user attribute can be linked to a user category and is thus dynamically displayed according to the user category selected for the users. Each attribute also offers a self-explanatory tooltip.

User attributes must be in user attribute groups. User attribute groups assemble user attributes by themes to facilitate their understanding and improve their visibility.

User attributes can be easily deleted even if linked to users due to their informative nature.

WHO CAN USE THIS FEATURE?

User attributes and user attribute groups are managed by authorized administrators.

Create user attributes

Create a user attribute group

A user attribute group can have zero to multiple user attributes.

An authorized administrator can create user attribute groups through the SBO’s Attribute Groups sub-menu available in the User menu. Click ‘Add a group of attributes’ (figure 1) at the top of the page to create a user attribute group.

Figure 1

The following fields are required:

• User Attribute Group name

• Select the user categories the user attribute group will be related to (figure 2).

If no user category is selected, the user attribute group will be linked to all user categories.

Figure 2

Create a user attribute

Click ‘Add an attribute’ (figure 3) and a pop-up window will open (figure 4).

Figure 3

Figure 4

The following information is required:

• “Mandatory attribute” to make this attribute mandatory upon profile creation

• “Attribute name” (mandatory)

• “Attribute tooltip” gives a brief description of the attribute

• “Attribute group” is the attribute group you link to this attribute.

• “Type” is the attribute type.

  • Checkbox: Checkbox attribute

  • Number: Numerical attribute

  • Date: Date picker attribute

  • Free text: Free text attribute

  • Select list: Prepopulated list attribute

• “Add to the search engine” checkbox to show this attribute in the search results page filters.

Click “Apply” to save the user attribute.

Read user attributes

The user attributes dashboard allows authorized administrators to view all user attributes available on the platform.

User attributes are grouped under their related user attribute groups (figure 5).

Figure 5

Each user attribute block (figure 6) displays:

• The user attribute name

• The number of user-profiles using this attribute

Figure 6

Update user attributes

User attribute groups

Edit a user attribute group by clicking “edit” (figure 7).

Figure 7

Super-administrator and administrators can manage the group name and the related user category (figure 8).

Figure 8

User attributes

Edit a user attribute by clicking “edit” (figure 9).

Figure 9

Editable information is identical to the information required during the “create an attribute” process.

Delete user attributes

User attribute group

Delete a user attribute group by clicking the trash icon (figure 10).

Deleting a user attribute group will also remove the attributes related to this group.

Figure 10

User attribute

Delete a user attribute by clicking the trash icon (figure 11).

Figure 11

Related resources

SBO:

• User categories management

Dashboard:

• User profile dashboard (All Rendering type) - User attributes