Update organization attributes

If there is additional information about users in your organization that you want to track, you can add a field for the attribute. That field will then be added to each user's record so you can add a value for it. For example, you can add an attribute called Employee_ID, and then open a user's information to add their specific ID. After you synchronize subscription updates, you can see the Attribute information in Inspire on the User Management tab.

Tips and Tricks

  • You can only add attributes and values for users by editing the Organization.
  • You cannot manage attributes or their values for users in the Subscriptions.

To update organization attributes:

  1. To open License Manager:
    1. In the top right corner of the Inspire menu bar, click the default profile picture or the one you previously added.
    2. Select My Profile...
  2. You may be asked to authorize your corporate account before License Manager opens.
  3. In License Manager, go to the menu on the left side and select Organizations.
  4. On the Organizations screen, click Edit.
  5. Select the Attributes tab, and then do the following:

    1. Click Add.

      Results: You see a new empty row.

    2. In Name, enter a system name for the attribute, without using any spaces.
    3. In Display Name, enter the name for the attribute that displays when editing the attribute. Here you can use spaces.
  6. On the Attributes tab, in Type, to identify how the attribute's value will be added, select one of the following options:
    • Input. Select this option if you want the user to add any text they want.

      If you select Input:

      • You cannot specify any Options. If the user is going to type whatever text they want, there cannot be any Options. The number in the Options column must be 0.
      • You must enter a Default Value if you select the Is Required option.
      • If you leave the Is Required option unselected and the Type is Input, then you cannot enter a Default Value.
    • Select. Select this option if you want the user to choose from pre-defined values.

      If you choose Select, you are required to specify at least one Value in Options.

      • You can leave Default Value blank if you don't select the Is Required option. If you don't specify a Default Value, Inspire displays the first Options record as the default value.
      • If you select the Is Required option, you must enter a Default Value.
      • If you want to add a Default Value, it must match one of the records in Options, so you must add the Options first.
  7. If you choose a Type of Input:
    1. By default, the Is Required option is unselected. If you want every user to have a value for this attribute, select Is Required.
    2. For Default Value, do one of the following:
      • If you selected Is Required, then you must add a value in Default Value.
      • If you did not select Is Required, then you leave Default Value empty.
  8. If you choose a Type of Select:
    1. In the Options column, click the Options icon.
    2. On the Edit Options screen, click Add.

    3. In Text, enter a title for the option. This is the text you see when updating the user's attributes. For example, to specify if an Employee ID is the same as their Social Security Number, you could enter Is SSN.
    4. In Value, enter a value to be saved. For example, Yes.
    5. At the end of the option's row, click Save.
    6. Repeat steps b-e to add more options.

      For example,

      • To allow a manager to specify if an Employee ID is the same as their Social Security Number, you could enter Text as Is SSN, with a Value of Yes.
      • To allow a manager to specify if an Employee ID is NOT the same as their Social Security Number, you could enter Text as NOT SSN, with a Value of No.
    7. On the Edit Options screen, click Close.
    8. On the Attributes tab, the Is Required option is unselected. If you want every user to have a value for this attribute, select Is Required.
    9. For Default Value, do one of the following:
      • If you selected Is Required, then you must add a value in Default Value.

        You must enter a Default Value that matches one of the Option's Values.

        For example, in Default Value you could enter No.

      • If you did not select Is Required, then you can leave Default Value empty.

        If you don't specify a Default Value, Inspire displays the first Options record as the default value. For example, the manager who is editing a user's attributes would see Is SSN.

  9. On the Attributes tab, in the new attribute's row, click Save.

    Results: If you added options, you see the Options column updated with the number of records you added.

    If you go back and edit any Options, after you save changes on the Edit Options screen, you must also save changes on the Attributes tab, in the attribute's row. If you don't the options won't display when you edit a user's attributes.

  10. To add more attributes, repeat steps 5-9.
  11. On the Attributes tab, click Update.

    Results: When you edit a user's attributes, you see the Attribute and any Options you added.

    Follow the steps in Update organization attributes of users.