Create and Manage User Attributes

User attributes are the information fields in a User Profile. There are two types of attributes in Instant ID as a Service:

  • System user attributes are set by Instant ID as a Service and can be modified but cannot be deleted. You cannot leave mandatory user attributes blank.
  • Custom user attributes are additional user attributes that an administrator can add to a user profile.

Note: All custom user attributes and some system-defined attributes can be set to mandatory or optional.

You can change the settings of some system attributes, create new user attributes, and edit existing custom user attributes. See the following options for instructions:

Edit a System User Attribute Setting

You can configure the following system attributes to be optional or mandatory:

  • Email
  • First name
  • Last name
  • Mobile
  • Phone

Note: For OTP to be available, a user must have a value set for at least one of the following system attributes:

  • phone
  • email
  • mobile

If no values are provided for all of those system attributes, then OTP will not be available.

Edit a system attribute

  1. Select Main Menu menu button > Members > Attributes. The User Attributes List page appears.
  2. Under System User Attributes, click the user attribute. For example, click First Name. The Edit User Attribute dialog box appears.
  3. Do one of the following:
    • Check Required if you want the attribute to be mandatory.
    • Clear Required to make the attribute optional.
  4. Click Save.

Add a Custom User Attribute

  1. Select Main Menu > Members > Attributes. The User Attributes List page appears.
  2. Under Custom User Attributes, click Add add button. The Add User Attribute dialog box opens.
  3. Enter a User Attribute Name for the custom user attribute. For example, Salesforce.
  4. Select Required to set the attribute as mandatory.
  5. Click Add to create the attribute. The attribute now appears in the user's profile.

Edit a Custom User Attribute

  1. Select Main Menu menu button > Members > Attributes. The Attributes List page appears.
  2. Click the name of the custom user attribute. The Edit User Attribute dialog box appears.
  3. Edit the User Attribute Name as required.
  4. Check or clear Required to make the attribute mandatory or optional.
  5. Click Save.

Delete a Custom User Attribute

  1. Click menu button > Members > Attributes. The Attributes List page appears.
  2. Click for the custom user attribute that you want to delete.
  3. Click Delete on the confirmation prompt.

For additional information, refer to the How to Configure Groups, Roles, Users and Authenticators - Instant IDaaS video tutorial.