--- title: "Configure User identification rules" slug: "configure-user-identification-rules" updated: 2026-05-19T10:06:07Z published: 2026-05-19T10:06:07Z --- > ## 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 Custom User Identification Rules Advanced customization enables you to add custom rules for user identification directly using the Whatfix user interface (UI). Define specific criteria and conditions to segment user experiences based on roles, preferences, or other critical parameters, which creates a more user-centric environment. For example, create a user identification rule to identify users based on their login status. Use the following steps to configure a custom user identification rule: {{snippet.click_settings_ac}} 3. Click **User rules**. ![click_user_rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_user_rules.png){height="" width="500"} 4. Click **Create**. ![set user_create rule.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set%20user_create%20rule.png){height="" width="500"} 5. Select **User identification**, and then click **Continue**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_user_identification.png){height="" width="500"} 6. Enter a **Rule Title**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-XT8ZT9CP.png){height="" width="500"} 7. Choose **Custom rule**. ![set user_custom rule.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set%20user_custom%20rule.png){height="" width="500"} :::(Warning) (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){height="" width="500"} * 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){height="" width="500"} ::: 8. In the **Where** section, select where you want the rule to take effect. ![ac_set user_select where.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_select%20where.png){height="" width="500"} :::(Info) (Info:) Based on the desired location for the rule, set up any visibility conditions. For example, to enable the rule across all pages of the application, select **All Pages** as the type. Configure the rule's location based on any of the following conditions: * All Pages * [Page Tag](/studio/docs/tags-condition-rules){target=`_blank`} * [URL](/studio/docs/url-condition-rules){target=`_blank`} * [URL Hostname](/studio/docs/url-condition-rules){target=`_blank`} * [URL Path](/studio/docs/url-condition-rules){target=`_blank`} * [URL Parameter](/studio/docs/url-condition-rules){target=`_blank`} * [URL Hash](/studio/docs/url-condition-rules){target=`_blank`} ::: 9. In the **What** section, configure how Whatfix identifies users. Use the **Where do you want to fetch the user from?** dropdown to select the source from which to pull the value that defines the user. For example, if each user has a unique identifier based on the cookie value, select **From Cookie** as fetcher. For more information, see [Fetch and process information for identification rules](/studio/docs/fetch-and-process-information-for-identification-rules){target=`_blank`}. ![ac_set user_select fetcher.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_select%20fetcher.png){height="" width="500"} 10. In the **How do you want to process it?** dropdown, parse the fetched value using **JSON** or **String Operations**. For more information, see [Fetch and process information for identification rules](/studio/docs/fetch-and-process-information-for-identification-rules){target=`_blank`}. ![ac_set user_select processor.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_select%20processor.png){height="" width="500"} :::(Info) (Info:) * Add multiple processors to parse the fetched value. Click **Add Processor** to include another parsing method. ![ac_set user_add processor.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_add%20processor.png){height="" width="500"} * Click **Add Sequence** to include more identifiers. Fetch a different value and parse it for another unique identification rule. ![ac_set user_add sequence.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ac_set%20user_add%20sequence.png){height="" width="500"} ::: 11. Click **Save**. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-HA9M24AJ.png){height="" width="500"} 12. [Publish the changes to Production](/studio/docs/pushing-whatfix-content-to-production){target=`_blank`}. ![Image](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-EW5DCSPN.png){height="" width="500"} :::(Warning) (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 Whatfix UI configuration takes precedence over the AC code. ::: ## Related - [Understand Advanced Customization ](/advanced-configuration.md)