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User Attributes (CX)

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About User Attributes (CX)

User Attributes, or metadata, are means of adding additional information to your CX Dashboards users. For example, the default fields only include name and email, but often time you’ll want to include someone’s location, the name of their role, and other such helpful identifying information. Once User Attributes are defined, this information can be used to decide what roles users are assigned to or what filters they can use on the dashboard.

Attributes are created when you add or upload users.

Attention: Only a user who is both a Brand Administrator and a Project Administrator have access to the features described on this page. Division Administrators do not have access.

 

Deleting and Renaming Metadata Fields

Whenever User Attributes (metadata) are added to users, that field becomes available for everyone. In the Tools menu, you can remove fields from the user admin entirely or rename them.

Qtip: This section refers to fields available for all users, not how a field’s configured for one user. See the section below for editing individuals’ metadata.
  1. Navigate to your dashboard project from the Projects page.
  2. Go to the User Admin tab.
  3. Make sure Users is selected.
  4. Click Tools.
  5. Select Edit Metadata.
  6. Clicking on a field (not checking the box) allows you to view the field’s possible values. You cannot edit those values here; you must edit them user-by-user.
  7. Checking the boxes makes the trashcan icon appear. To delete fields, check the box next to the field and click the trashcan.
    Attention: This field will be deleted from every user in the brand. You will not be able to retrieve this information once it is deleted!
  8. Hover over a field and click the gear next to Rename or Delete the field.
    Qtip: You cannot merge fields. When renaming a field, you must use a name that isn’t already being used.

Editing Individual Metadata Values

You can edit the values of metadata for individual users in the Users section of the User Admin tab.

You can navigate to the User Information Window where you’ll edit metadata in two ways:

  1. Click the gear to the right of a user, then select Edit Metadata.
  2. Click the user’s name or email.

Once you have the window open, the metadata the user has is listed along the left. Here, you can do the following:

  1. Edit the values of the metadata. Click into the field on the right of the field’s name. For example, you can change someone’s City from New York to Seattle.
  2. Click Add Another Attribute to add another attribute for the user. This will give you a list of existing attributes.
Qtip: If a user needs multiple values in a single attribute, then separate those values with two colons (::). For example, a user who should see data from two different departments might have a value of Sales::Service. You can continue to add additional attribute values following the same format. CX attribute values have a limit of 1,000 characters.
Qtip: You cannot rename fields or delete them on this window. Erase a field’s value and leave it blank to erase the value.

Updating Multiple Users’ Metadata Values

You can update many users’ metadata at once using the exporter.

  1. On the Users tab, go to Import & Export.
    Selecting Export Data from the dropdown on the right
  2. Select Export Users.
  3. You will download a file. Edit the appropriate metadata columns.
    Qtip: This file identifies existing users with the Username column, or, if there is no such column, the Email column. Do not change this information, or you may end up creating a new user!
  4. On the Users tab, go to Import & Export.
    Selecting Import Data from the menu
  5. Click Import Users.
  6. Where it says Drag and drop, drag your file from a folder and drop it. Or, click browse to select your file normally.
    Drag and drop box
  7. Verify the fields uploaded correctly. If your headers are mixed up, you misspelled the header, forgot to name it, or if it’s wrong in any other way, see the Importing Users page.
  8. Once ready, click Import to update the metadata.
    Changing the column name in Verify Fields section
Qtip: If you leave metadata fields blank or remove metadata columns, this will not be changed. Data will not be deleted and values will remain the same as they were when last edited.

FAQs