In addition to name and email address (automatically populated), DX supports several core user fields that enhance personalization, reporting, and integration across the platform.
Field | Purpose |
start_date | Used to measure ramp-up time and assign users to tenure bands.
* required for Onboarding |
github_username | Associates GitHub activity with DX user records.
* required for GitHub-based reports and PlatformX surveys |
additional_github_username | An additional field for instances where more than one GitHub instance exists. |
gitlab_username | Associates GitLab activity with DX user records.
* required for GitLab-based reports and PlatformX surveys |
exclude_from_snapshots | If set to |
For more information on how to set users' GitHub usernames, pleasee see How does DX link user identities across systems?. For other fields listed above, DX offers five methods for setting core user fields:
CSV Upload – Upload User CSVs via the Admin > User CSVs area. You can include both core fields and custom attributes.
Web API – Use the
users.updateAPI method to programmatically update user fields from your systems.Directory sync – Integrate with identity providers like Okta, Workday, or Azure AD to sync user data automatically.
Profile editor – DX offers a built-in profile editor ideal for onboarding flows by including a step to set DX fields in your onboarding checklist.
Workday RaaS - core user fields can be included in Workday RaaS feeds, along with team hierarchy data. For more information, see Managing teams in DX.
Please contact your account manager to determine the method of setting core user fields for your DX workspace.