User attributes

By importing custom attributes—or adding them manually—you can now analyze your data across dimensions such as location, role, employment type, and seniority. Since your primary sources of truth, such as Workday, already contain this information, these updates allow you to drill down into your reports with greater precision.

This added flexibility provides deeper insights into your organizational performance and offers significant value by allowing you to tailor your analytics to your specific enterprise needs.

With user attributes, you can filter and group your reports, and then compare and analyze them.

Available attributes

The following attributes are supported:

• Location:

  • Country

  • Region

  • Timezone

• Employment:

  • Hire date

  • Employment type

  • Seniority level

• Engineering details:

  • Engineer type

  • Programming language

• Custom attributes

Access and permissions

User attributes require the Manage Users & Teams permission.

To manage user attributes:

1. Click Settings in the top navigation.

2. Go to User attributes under User Management.

The User attributes configuration page opens.

Open

Visit the User attributes configuration page to learn how to configure user attributes for your organization.

Tags

User attributes configuration is classified as a Recommended, Medium effort, and Minutes activity.

Tags indicate the configuration's complexity, the effort required to complete it, and whether the configuration step is critical to Flow setup. Click the Tag description link at the top of the page to see each tag’s details.

Review the Tags section of the Essential Setup page to learn more.

Assign an attribute to a user

The only method of attribute assignment currently available is through the Import Teams functionality using the CSV file.

Where user attributes are used

Find out where to manage, assign, view, and draw attributes-related insights from.

Manage user attributes

• Settings > User Management > User attributes.

On the User attributes page, you can configure user attributes for your organization.

• Settings > Integrations > API keys > Interactive API documentation > Users.

Use the API endpoints to get and update user attribute values.

Assign user attributes to a user

You can add a user attribute to an individual in the following ways:

Individual assignment

• Settings > User Management > Users > individual user details page > User attributes tab.

You can manage an individual team member's user attributes on their user details page.

Bulk assignment

• Settings > Teams > Import Teams > CSV > Bulk import teams modal.

In addition to names, emails, and other details, you can also add attributes to the CSV file when bulk importing your teams.

View the user attribute-related report

• Reports > Scenario builder > User attribute insights report.

User attributes are not just dry data glued to your teams. You can draw insights from the User attribute insights report that offers multiple views.

See who has attributes assigned

• Settings > User Management > Users > Merge users page.

A checkmark is displayed when an Apex user has user attributes assigned to them.

• Settings > User Management > Users page.

A dedicated Has user attributes column displays a checkmark next to those users who have any attribute assigned to them.