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We have received consistent feedback from our clients about the need for a better way to handle high user volume with frequent changes, and also the ability to manage users with custom field attributes. Gnowbe is excited to say that we have taken in your feedback and we are introducing the ability to manage users with custom field attributes from the dashboard!
The first step after this feature is enabled* for your organization is to define the custom attributes at an organization level. For example, I have created the custom attributes department, location and Employee ID.
The next step will be to determine the conditions from which users will be added to a particular group. I have decided that I would like everyone from Sales and Marketing to be automatically added into this group.
Now, you are ready to upload your list of users via CSV from the dashboard. The field name must match the custom attributes that were previously defined in the Gnowbe dashboard, including the case sensitivity. PS: We also have an API which makes this feature even easier to use!
Within a few minutes of uploading, the groups will be populated based on the conditions that were set up in Step 2. Best of all, every time you upload a new CSV, users who are not included in it will be removed automatically. This negates the additional step to remove old users.
For a step-by-step guide to using the Custom Attributes feature, we highly recommend you going through our Guide To Advanced Gnowbe Features program, or you can check out this help center article. Feel free to get in touch with Gnowbe at firstname.lastname@example.org or check in with your Gnowbe representative to get a demo and find out how you can get access to this feature!