Create a user profile

Edit online

You can provide secure profile management in your IBM® Verify tenant. Create and customize a profile to your needs and then your users can easily update and maintain their profile data.

About this task

Verify user profiles define attributes about the user, like the username and email attributes. You can define which attributes are included in the profile and the order of the attributes in the profile. The attributes can be:
  • Required.
  • Read-only or editable for users.
  • Unique across all users in the tenant.
  • Comply with a specified set of values.
  • Comply with a regular expression for field validation.
  • Empty or null.
For more information about attributes, see Managing attributes.

Procedure

  1. Select User experience > Profile management.
  2. Click Create user profiles to create a new profile for your users.
    A page displays to enter the Profile name.
  3. Enter the Profile name and click the Create profile button.
    The new user profile is created and a page displays with some common profile attributes.
  4. Modify the user profile to your needs.
    Under the Profile tab in Step 1 of the page, select any element to change it. Use the Drag icon to drag an element to another location on the page. Delete the element by using the Delete icon.
    Customize the element with the Form element editor in the right pane of the page. Some of the elements have dropdown menus with choices. Other elements can include text or Markdown markup language to display in the form. The fields vary depending on the type of element selected.

    The +Add form element button is available at the bottom of the form to add an element.

    Use the Form element editor to define the type of element. The following Verify elements are available in the Form element pull-down menu.
    Checkbox
    A checkbox field. Select a user attribute to define the selection for the user.
    Date
    A date field. Select a user attribute to customize the field.
    Dropdown
    A dropdown field. Select a user attribute then define the options and values to create the selections on the dropdown menu. Replace the text in the Option label fields for what is displayed on the dropdown menu.
    Email
    An email field. The field is used in the default user profile.
    Obfuscation
    An obfuscated field. The field is used in the default user profile to ask the user for sensitive information during registration.
    Phone
    A phone number field. The field can be customized with attributes for home, work, mobile, and so on.
    Radio button
    A radio button field. Select a user attribute then define the options and values to create the selections for the radio button field.
    Text block
    A text block field. The field can include text or Markdown markup language to display in the form.
    Text input field
    A text input field for user data entry.

    Based on the type of element and the user attribute selected, different fields are available for further customization. For example, field label, helper text, placeholder text, required field option, and field validation options are available in some of the element attributes. For more information about attributes, see Managing attributes.

    If the field validation option is selected in an element attribute, use a regular expression (regex) to pattern match and validate the user input in a Date, Email, Phone, or Text Input element. The regex cannot include delimiters or flags. For example, for input with 8 - 12 digits, enter the regex as ^\d{8,12}$ instead of /^\d{8,12}$/gm (where the two forward slash / characters are delimiters and g and m are flags). For more information about regex, see regular expression.

    In Step 2 of the Profile page, you can add extra text to display to your user after they save their profile. Select the +Add form element button. The Text block element is available to enter text or markdown when needed.
  5. Optional: Select the Settings tab to change the name or the URL path of the user profile.
    1. Under Identity providers, select the specific supported identity providers radio button to include individual providers in your profile. Enable any providers that are needed. For more details, see Managing identity providers.
      Note: When a user authenticates with an external identity provider, certain attributes may be updated in the user profile because the identity provider is considered the authoritative source of profile attribute values. In general, the attributes that may be replaced are: First name, Last name, Email, and Mobile number.

      Logins from Cloud Directory, IBMid, or SAML, applications overwrite any linked attributes when the profile is saved. Logins from a social identity provider such as Google, Facebook, or Linkedin save custom attributes only. They do not overwrite the Verify default attributes. If you want to allow your users to update and save any changes to their profile, ensure that custom attribute types are used in the profile management form.

    2. Under Access policy, click the Enable access policy checkbox to choose an access policy. The access policy performs a second factor authentication and, optionally, an adaptive access authorization. For more details, see Managing access policies.
  6. Select Save changes.
  7. In the right pane, select Publish profile to make the user profile available to your users. The Published state is shown under the profile name along with the URL to the user profile page.
    Note, you can click the Get preview link to view the form before publishing.

Example

To add a phone number to a profile:
  1. Open the profile in edit mode.
  2. Under the Profile tab in Step 1 of the page, select the +Add form element button to create a new element.
  3. Use the Form element editor to customize the element.
    1. In the Form element field, select Phone from the pull-down menu.
    2. In the User attribute field, select work_number.
    3. In the Field label field, change the text to Work phone number.
    4. In the Helper text field, enter the text Please add your phone number.
  4. Select Save changes.
  5. Click the Get preview link to view the profile with the new phone number field.

What to do next

  • Apply your brand to the user profile. See Managing branding.
  • Make the user profile URL available to your users so they can manage their data on your IBM Verify tenant.