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The Attribute Preferences page allows users to control the attributes that are being used in the Smart Onboarding process. Users can customize the attributes depending on their preference. Some of the things they can do on Attribute preferences are activating and inactivating the attributes, changing the name of the attribute for your organization, selecting the attributes to control the Homepage category driven content and Row Level security, and controlling the display of address.

Another option to configure attributes is through Process Revision. This feature allows users to have different attribute configuration related to invitations for different processes. Any customization done at the process level overrides the default settings configured at the product level.

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Click the Menu icon. Navigate to Attribute Preferences under Preferences.

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How do you inactivate an attribute?

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