---
title: "Configure User Identification Rules from a Pre-configured Application"
slug: "configure-user-identification-rules-from-a-pre-configured-application"
updated: 2026-02-25T06:23:19Z
published: 2026-02-25T06:23:19Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure User Identification Rules from a Pre-configured Application

Advanced customization enables you to simplify the process of configuring user identification rules for popular applications by using pre-configured rules. Whatfix automatically configures these rules, eliminating the need for manual definition. Instead, select the desired application and utilize these pre-defined rules.

Use the following steps to configure a user identification rule from a pre-configured application:

1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png)
2. Click **Advanced customisation**. ![ia_settings_advanced%20configuration](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_settings_advanced%20configuration.png)

1. Click **User rules**. ![click_user_rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_user_rules.png)
2. Click **Create**. ![set user_create rule.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set%20user_create%20rule.png)
3. Select **User identification**, and then click **Continue**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_user_identification.png)
4. Enter a **Rule Title**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-XT8ZT9CP.png)
5. Click **Pre-configured application**. ![ac_set user_pre config.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_pre%20config.png)

Note:

- Select the **Enable user name capture on Desktop Apps** checkbox to use the end user’s desktop account name for user identification. You cannot create a custom rule if you have selected this option. ![set user_enable desktop apps.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set%20user_enable%20desktop%20apps.png)
- Select the **Enable detection via SSO** checkbox to use the end user’s SSO authenticated IDs for user identification rules. ![set user_enable detection via SSO.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set%20user_enable%20detection%20via%20SSO.png)

1. From the **Application name** dropdown, select the desired application.  

![ac_set user_application name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_application%20name.png)

Info:

Whatfix has pre-configured user identification rules for the following applications:

- BullHorn
- Icertis
- MS Dynamics
- MS Sharepoint
- Oracle HCM
- SalesForce Classic
- SalesForce Lightning
- ServiceNow
- Success Factors
- Workday

1. Click **Save**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-HA9M24AJ.png)
2. Click **Publish** to [Publish the changes to Production](/studio/docs/pushing-whatfix-content-to-production). ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-EW5DCSPN.png)

Note:

- If you've used Advanced Customization (AC) code to set up User identification, Whatfix recommends removing the AC code after setting up User identification rules using the above-mentioned steps (Whatfix UI).
- If User identification is configured using both AC code and Whatfix UI, the AC code takes precedence over the UI configuration.

## Related

- [Understand Advanced Customization ](/advanced-configuration.md)