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Setting core user properties

Updated this week

In addition to name and email address (automatically populated), DX supports several core user properties that enhance personalization, reporting, and integration across the platform.

Property

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 property 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 TRUE, excludes the user from DX Snapshot surveys.

ai_light_adoption_date

ai_moderate_adoption_date

ai_heavy_adoption_date

Signifies when the user reached certain AI tool adoption levels.

* required for some AI usage reporting features

For more information on how to set users' GitHub usernames, please see How does DX link user identities across systems?. For other properties listed above, DX offers five methods for setting core user properties:

  1. CSV Upload – Upload User CSVs via the Admin > User CSVs area. You can include both core properties and custom attributes.

  2. Web API – Use the users.update API method to programmatically update user properties from your systems.

  3. Directory sync – Integrate with identity providers like Okta, Workday, or Azure AD to sync user data automatically.

  4. Profile editor – DX offers a built-in profile editor ideal for onboarding flows by including a step to set DX properties in your onboarding checklist.

  5. Workday RaaS - core user properties 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 properties for your DX workspace.

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