What are user attributes for ?
User attributes are used to characterize your users.
These attributes can be used to automatically pre-fill fields in your forms or even configure access rights.
What is a user attribute ?
A user attribute is data that can be of all types (numbers, texts, coordinates).
Each user can therefore be characterized by one or more attributes.
By default, Ermeo defines several user attributes for each of your users. These attributes are :
- user's first name
- user name
- user id
- the user's team
- user profile
To this list of attributes defined by default, there are therefore added the attributes that you define for your users, for example :
- Registration number
- Operating unit
- Subsidiary company
In practice, how to characterize my users with attributes ?
Context: The supervisor will create an attribute to determine the level of seniority in the company. This data will be a number.
1. Go to the Users section
2. Click on the toothed wheel then click on "Attributes"
3. Click on "Create an attribute".
3.1 Fill in the Name field with the word "Year of seniority".
3.2 Choose "Number" for the attribute type.
3.3 Click on Validate.
We are now going to associate the attribute created, with a user present on your platform.
4. Return to the Users tab, and click on a user.
5. Open the User Attributes page.
6. In the attributes, click on "Add an Existing attribute".
7. Choose the attribute "Year of seniority". Add a value for this attribute.
Your user is now characterized by his year of seniority in your company.
To go further
It is not possible to import users.
User attributes can be used to adjust the length of a form :
- If a user is qualified as "Experienced", you can show them only the essential tasks.
- On the other hand, if the user is "Novice" you can show him the whole form.