MVP Spec - Custom Profile Attributes
We are looking at this feature as the first candidate to leverage the new ‘properties’ concept that @Joram Wilander has been working on.
Figma Design - Figma Prototype - Loom Demo Video
Configuring custom user properties
In the system console, a new view is proposed under Site Configuration > System properties
. This will house configuration for customizing properties for users, messages, and cards.
To start, we’ll focus on user properties. Below is the view for configuring these properties.
@Asaad Mahmood to consider firstname/lastname / fullname coming from LDAP.
User Property Types
Locked
Locked properties can not be:
Renamed
Reordered
Deleted
Changed in Visibility
Everything other option remains the same as in unlocked properties.
Unlocked
User can reorder, delete, and rename these properties.
Property Options
Rename: Sets focus on the name cell
Edit property type: Sets focus on the type cell and shows the type menu
Visibility: Choose whether the property shows in user profiles. Available options are:
Always show
Always hide
This hides the property from the profile popovers for all users.
Hide when empty (default)
This hides the property when its empty from the profile popovers.
Link to AD/LDAP
This option becomes available when AD/LDAP is enabled.
Link to SAML
This option becomes available when SAML is enabled.
Duplicate property: Creates a copy of the property with the same configuration and adds to the bottom of the table. Appends ‘2’ to the end of the property name.
Delete property: Removes the property from the list.
Locked user properties
Every Mattermost server has as set of standard user properties. These properties cannot be removed.
Profile Image (no visibility options)
Full Name (visibility default: Always show)
Username (visibility default: Always show)
Email (visibility default: Hide when empty)
ID (visibility default: Always hide)
Unlocked user properties
Default unlocked user properties
By default, the following optional properties ship with user profiles. These properties can be removed or edited as needed. Additional properties can also be added here (see ‘Adding a new property’ below).
Nickname
Position
Adding a new user property
Users can click the + Add property
button to add a new property to the system.
Re-ordering unlocked properties
Each row in the custom properties table can be dragged to re-order. Re-ordering here will change the order properties are displayed in the user profile.
NOTE: Standard properties cannot be re-ordered.
Editing a property
Editing property name
Clicking on the property name in the table enables users to edit the name inline.
Note: User property names must be unique.
Editing property type
Custom properties can be clicked to open up the types menu to change the property type. This menu is searchable.
We only provide the option to have 4 property types in the MVP:
Text
Phone
Select
Multi-select
URL
If its easy to provide email and image since they are already used, we can consider them in the MVP.
Editing property options
Admins can set predefined options for a property with Select, and Multi-Select property types. Admins can add and remove options directly in this configuration table.
Updating the label and color can be done by clicking on the value chip.
Linking a property to SAML or AD/LDAP attribute
If the server is already configured with AD/LDAP or SAML sync, then the menu option to link a property becomes available.
LDAP and SAML can both be configured on the system and on properties. If so, we will show both options.
If “Enable Synchronizing SAML Accounts With AD/LDAP:” is turned on, we will still show both options, but those who are signing in with SAML will have their values inherited from AD/LDAP.
Here’s how the properties would behave depending on the various options turned on.
AD/LDAP SAML Table
AD/LDAP Enabled | SAML Enabled | Enable Synchronizing SAML Accounts With AD/LDAP | User login | Value State | Result |
---|---|---|---|---|---|
Yes | No | No | Via AD/LDAP | Attribute found in AD/LDAP | Values comes from AD/LDAP |
Yes | Yes | No | Via AD/LDAP | Attribute found in AD/LDAP | Values comes from AD/LDAP |
Yes | Yes | No | Via SAML | Attribute found in SAML | Value comes from SAML |
Yes | Yes | Yes | Via SAML | Attribute found in SAML, and also in AD/LDAP | Value comes from AD/LDAP |
Yes | Yes | Yes | Via SAML | Attribute found in SAML, but not in AD/LDAP | Value comes from SAML |
Yes | Yes | Yes | Via SAML | Attribute found in SAML, but user as a whole does not exist in AD/LDAP | Value comes from SAML |
Yes, but property linked only to SAML | Yes | Yes | Via SAML | If SAML attribute found in LDAP | Value comes from LDAP |
Yes, but property linked only to SAML | Yes | Yes | Via SAML | If SAML attribute not found in LDAP | Value comes from SAML |
Upon clicking this menu option, a modal opens to link the property with the AD/LDAP or SAML attribute.
When a value is entered, the attribute is checked and validated with AD/LDAP (or SAML).
If there’s a way to add validation of attributes when configuring them, but that is additional work.
From Colton: It is a valid requirement from customers, as its case sensitive, its very error prone.
When a property is linked, it will show ‘Linked with AD/LDAP’ in the row
Once a property is linked, it can be edited or unlinked by clicking ‘Edit link to AD/LDAP’ in the menu which will open the modal to make changes.
How a linked property appears in the list
A user can also click any of the tags to go to the edit screen for that linkage..
If a property is no longer valid and was changed in SAML/LDAP.
We can try to show that property in red, identifying that it was unlinked, and when a person opens up the modal, we can show the error.
And clicking on it can open this.
Changes to current LDAP/SAML Configuration
Currently various profile attributes are being linked to SAML and LDAP using the various options mentioned on each page.
However, since we’ll be having the link option available in the System properties page, we do not need to duplicate these options there.
Thus, we will have a to add anchors to the new page.
Which can be done as follows:
AD/LDAP
SAML
Displaying custom properties in the profile popover
Webapp
Standard properties will have reserved slots in the popover, while custom properties will display directly below the ‘Email’ property.
Mobile
Custom properties in the profile settings modal
Webapp