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In November, we proudly announced Custom Attribute support in our Okta and BambooHR integrations. Now, BetterCloud customers have access to Custom Attributes with our Google integration. Continue reading to learn more about how to leverage Custom Attributes as you build onboarding and offboarding workflows for zero touch user lifecycle management. 

What are Custom Attributes?

Many SaaS providers allow users to define custom attributes on user profiles. For example, many IDP users define custom fields which contain company specific information about their employees such as subdepartment, region, personal email, LinkedIn profile, github username, etc. 

At a glance, Custom Attributes enable even more advanced onboarding and offboarding workflows by providing customers with:

  • Streamlined Processes: Ingestion of custom attribute data enables IT admins to fully automate their onboarding and offboarding processes in Workflows without needing additional manual processing.
  • Error Reduction: BetterCloud Administrators are no longer limited to building Workflows with ‘out-of-the-box’ provider data. This means there will be less need for manual processing of user data following automated Workflow executions.
  • Reduced Risk of Data Exposure: Only specific selected custom fields will be ingested, not all available custom data. This reduces the likelihood of data leakage or exposure.

Consolidate Onboarding Workflows

There are so many variables that make onboarding or offboarding employees inherently complex. Using Custom Attributes in conjunction with our recently released branching feature, enables IT teams to execute different flows based on a custom attribute property value. 

Screenshot showing BetterCloud's workflow

IT teams have already started to simplify their BetterCloud workflows using Custom Attributes in a variety of ways that are saving their teams time and headaches: 

  • In large and complex companies, it’s common for users to be added to a sub-department email distribution group.
  • A hospital identifies their employees with a code that is made up of their role (nurse, doctor etc.) and their region (east, west, midwest etc.),  which is crucial to proper onboarding and access.
  • After a company merger, multiple company domains need to be managed along with the employees of specific business entities via use of the entity’s domain as a custom attribute.
  • A company wants to associate a personal or secondary email address with the User profile, so they can reset their password during an onboarding Workflow.

Get started today

Custom Attributes are available today for all BetterCloud customers and can be enabled via the Integration Center. Administrators just need to select either the Okta, BambooHR, or Google integration, click Customize, and select the custom attributes they want to have enabled.

Screenshot showing BetterCloud's customization settings

Once ingested into BetterCloud, they’ll appear in the Workflow Builder’s Library with (Custom) appended to them, differentiating them from the out-of-the-box actions/triggers which cannot act on Custom Attribute data.

If you have some ideas, or want inspiration on how to use it, visit our BetterIT Slack community and let us know what you think. Our team would love to hear from you.

Product documentation can be found at our help center.