Assign a List Attribute
To assign a List attribute to a new user
- Select Users > User Management from the left navigation bar.
- Select New User.
- Enter the information for the user profile. See Create a New User for details about these fields.
- In the User Attributes section, locate the List attribute.
- Select a value.
- If direct creation of new values is authorized, you can enter a new value.
- If Allow multiple values to be selected for this attribute is selected, you can choose to select more than one value.
- Select Create.
To assign your List attribute to an existing user
- Select Users > User Management from the left navigation bar.
- Locate the user you want to edit.
- In the Actions column, select > . The Edit User page displays.
- In the User Attributes section, locate your List attribute.
- Select a value.
- If direct creation of new values is authorized, you can enter a new value.
- If Allow multiple values to be selected for this attribute is selected, you can choose to select more than one value.
- Select Update.
To assign a List attribute to multiple new users
- Select Users > User Management from the left navigation bar.
- Select Download Template to download a blank CSV file.
- Once downloaded, open the CSV file and enter your users' data. For details about the fields, see Download a CSV File.
- In the column with the header name that matches your List attribute, enter an existing value for each user.
- If direct creation of new values is authorized, you can enter a new value.
- If a custom list attribute has the Allow multiple values to be selected for this attribute option selected, you can specify multiple values for an individual user by separating each value with a | (pipe) character.
- Save the CSV file.
- On the User List page, select Import.
- Select the PREVALIDATE tab.
- Select Browse to locate your CSV file.
- Select Prevalidate users.
- Fix any errors that may occur. See Bulk Import Error Messages for details.
- Select the IMPORT tab.
- Select Import.
Assign your List attribute to multiple existing users
- Select Users > User Management from the left navigation bar.
- Select Download List to download a CSV file containing all of your users and their profile data.
- Once downloaded, open the CSV file and locate the column with the header name that matches your List attribute.
- Enter an existing value for each user.
- If direct creation of new values is authorized, you can enter a new value.
- If a custom list attribute has the Allow multiple values to be selected for this attribute option selected, you can specify multiple values for an individual user by separating each value with a | (pipe) character..
- Save the CSV file.
- On the User List page, select Import.
- Select the PREVALIDATE tab.
- Select Browse to locate your CSV file.
- Select Prevalidate users.
- Fix any errors that may occur. See Bulk Import Error Messages for details.
- Select the IMPORT tab.
- Select Import.
Once you've assigned the List attribute, return to the User Attributes list (Users > User Attributes) and locate it in the list. It now displays the number of users assigned to the attribute., You can select the number in the Values column to see a list of all values for the attribute.