Introduction
Certain DX products require specific user properties to be set in DX:
Data Cloud, PlatformX, and Onboarding require GitHub or GitLab usernames
Onboarding requires start dates
DX provides three different methods for keeping user properties up-to-date:
1) CSV upload
You may upload CSVs containing user properties in your Workspace Settings.
2) Directory sync
User properties can be imported automatically from directory providers such as Okta, Workday, and Azure AD. Contact your account representative to enable Directory Sync.
3) Profile editor
For customers that cannot or do not want to enable directory sync, DX provides a Profile Editor to be incorporated into your engineering IT onboarding checklist to make sure that new hires are set up properly in DX. When using this approach, we recommend doing an initial backfill via CSV upload.
