How to Configure Custom Attributes (Bulk Registration)

This describes how to operate the settings screen used when configuring Desktop SSO or editing SAML app attributes.
This method lets you edit multiple members' information in bulk.

Note: A PRO plan subscription is required to bulk-register member attribute values (CSV upload).
For pricing, please see here

Note: If you are a BASIC plan customer, for instructions on how to edit members individually, see here

How to Configure

1. Open the "Members" screen from "Admin Page" and click "Bulk Register Custom Attributes" in the top right of the screen.

news_img_20191028_01.png

2. On the settings screen that opens, click the "Edit" button to add an attribute.

news_img_20191028_02.png

3. Use the "Add Attribute" button in the top left of the screen to add an input field.

news_img_20191028_03.png

4. Set the attribute name.
① Enter an attribute name, such as an app name, in the input field to the right of "Attribute Name." Set it so that you can tell later what the value refers to. (The "Attribute Value" will be set for each member in a later step.)
② Make sure none of the "Attribute Name" fields are left blank, since you cannot save if any are empty, and
③ click the "Save" button in the top right of the screen.

news_img_20191028_04.png

5. Check the box next to each member for whom you want to set attribute values, then click the "Next" button in the top right to proceed to the next screen.

news_img_20191028_05.png

6. Click "Download CSV Template" to download a CSV file containing the attribute name you set and the members you selected.

news_img_20191028_06.png

7. In the downloaded CSV, enter each member's "Attribute Value" in the attribute name column.

For the "Attribute Value," enter the value specified by (or to be specified for) the app.
If a value has already been set, leaving the CSV field blank will delete the value, and entering a different value will overwrite it.

news_img_20191028_07.png

8. Upload the saved CSV file using the "Choose File" button.
Once the file name is displayed, click the "Next" button in the top right to complete the registration.

news_img_20191028_08.png

After the CSV upload, once the registration process is complete, an email will be sent to the administrator who performed the upload.
On success: "[TrustLogin] Custom Attribute Registration Complete Notice"
On error: "[TrustLogin] Custom Attribute Registration Failed"

Note: Download the Excel file from the URL in the email body, check the error details, and
correct the CSV file.
<Main causes of errors>
・The CSV file contains an email address that does not exist within the company
・The email format is invalid
・The CSV file contains duplicate email addresses with different attribute values for that email


This completes the Custom Attribute configuration.

How to Configure Custom Attributes (Bulk Registration)

This describes how to operate the settings screen used when configuring Desktop SSO or editing SAML app attributes.
This method lets you edit multiple members' information in bulk.

Note: A PRO plan subscription is required to bulk-register member attribute values (CSV upload).
For pricing, please see here

Note: If you are a BASIC plan customer, for instructions on how to edit members individually, see here

How to Configure

1. Open the "Members" screen from "Admin Page" and click "Bulk Register Custom Attributes" in the top right of the screen.

news_img_20191028_01.png

2. On the settings screen that opens, click the "Edit" button to add an attribute.

news_img_20191028_02.png

3. Use the "Add Attribute" button in the top left of the screen to add an input field.

news_img_20191028_03.png

4. Set the attribute name.
① Enter an attribute name, such as an app name, in the input field to the right of "Attribute Name." Set it so that you can tell later what the value refers to. (The "Attribute Value" will be set for each member in a later step.)
② Make sure none of the "Attribute Name" fields are left blank, since you cannot save if any are empty, and
③ click the "Save" button in the top right of the screen.

news_img_20191028_04.png

5. Check the box next to each member for whom you want to set attribute values, then click the "Next" button in the top right to proceed to the next screen.

news_img_20191028_05.png

6. Click "Download CSV Template" to download a CSV file containing the attribute name you set and the members you selected.

news_img_20191028_06.png

7. In the downloaded CSV, enter each member's "Attribute Value" in the attribute name column.

For the "Attribute Value," enter the value specified by (or to be specified for) the app.
If a value has already been set, leaving the CSV field blank will delete the value, and entering a different value will overwrite it.

news_img_20191028_07.png

8. Upload the saved CSV file using the "Choose File" button.
Once the file name is displayed, click the "Next" button in the top right to complete the registration.

news_img_20191028_08.png

After the CSV upload, once the registration process is complete, an email will be sent to the administrator who performed the upload.
On success: "[TrustLogin] Custom Attribute Registration Complete Notice"
On error: "[TrustLogin] Custom Attribute Registration Failed"

Note: Download the Excel file from the URL in the email body, check the error details, and
correct the CSV file.
<Main causes of errors>
・The CSV file contains an email address that does not exist within the company
・The email format is invalid
・The CSV file contains duplicate email addresses with different attribute values for that email


This completes the Custom Attribute configuration.