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Configure Custom User Identification Rules
  • 07 Mar 2025
  • 2 Minutes To Read
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Contents

Configure Custom User Identification Rules

  • Updated On 07 Mar 2025
  • 2 Minutes To Read
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Article summary

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:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Advanced customisation.
    ia_settings_advanced%20configuration

  1. Click User identification.
    ac_set user.png

  2. Click + Create Rule.
    set user_create rule.png

  3. Enter a Rule Title.
    set user_rule title.png

  4. Choose Custom rule.
    set user_custom rule.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

  • 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

  1. In the Where section, select where you want the rule to take effect.
    ac_set user_select where.png
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:

  1. 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.
    ac_set user_select fetcher.png

  2. 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.
    ac_set user_select processor.png

Info:

  • Add multiple processors to parse the fetched value. Click Add Processor to include another parsing method.
    ac_set user_add processor.png

  • 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

  1. Click Save.
  2. Push the changes to Production.
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.
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