Quick Answer
Custom user attributes for Pinnacle Series are created in Microsoft Entra ID under External Identities, then Custom user attributes, and are mapped to Pinnacle Series user attributes from the Map User Attributes menu within the Integrations overview.
What This Article Helps With
This article explains how Technical Administrators can create a custom attribute in Microsoft Entra ID, map that attribute to a user attribute in Pinnacle Series, and use rule sets to match Microsoft Entra ID attributes to Pinnacle Series attributes. It applies to organizations that use Microsoft Entra ID for user provisioning and want to collect information beyond the built-in attributes, such as Given Name, Surname, City, and Postal Code.
How to Create and Map Custom User Attributes from Microsoft Entra ID
Create a Custom Attribute in Microsoft Entra ID
- Sign in to the Azure portal as a Microsoft Entra ID administrator.
- Under Azure services, select Azure Active Directory.
- In the left menu, select External Identities.
- Select Custom user attributes. The available user attributes are listed.
- To add an attribute, select Add.
- In the Add an attribute pane, enter the following values:
- Name: Provide a name for the custom attribute (for example, "Shoe Size").
- Data Type: Choose String, Boolean, or Int.
- Description: Optionally, enter a description for internal use. This description is not visible to the user.
- Select Create.
- Verify the attribute: confirm that the custom attribute appears in the list of user attributes.
Map Microsoft Entra ID Properties to Pinnacle Series User Attributes
- In Pinnacle Series, open the Integrations overview.
- Select Manage on the Map User Attributes menu.
- Select Add Property.
- Select an existing Pinnacle Series user attribute from the drop-down list.
- If the required attribute is not in the drop-down list, go to the User Settings menu and define the attribute as needed.
- Select the AD User Property drop-down list.
- Select the appropriate Microsoft Entra ID property.
- Select Save.
- Verify the mapping: after the next user synchronization, confirm that the mapped data appears on the Pinnacle Series user attribute.
Create Rule Sets to Match Attributes
- Select the group for which you want to create a rule container. Rule containers are created per group.
- Select the rule matching parameter: Match all of the following rules or Match at least one of the following rules.
- Enter the custom property from Microsoft Entra ID.
- Select the rule condition from the drop-down menu.
- Enter the Pinnacle Series attribute that you want to match to the Microsoft Entra ID attribute.
The available documentation does not describe a verification step for rule sets.
Helpful Tips
- The Description you enter for a custom attribute is for internal use and is not visible to users.
- If mapped data does not populate, check the mapping for accuracy and confirm that users have data in the matching AD User Property in your Microsoft Entra ID environment.
- For information about available attributes, see User Management Enhancements in Microsoft Entra ID.
- For guidance on which attributes to sync, see Choosing the Right Entra ID Sync Attributes for Pinnacle Series.
- For sync timing, see Scheduling Entra ID Sync with Pinnacle Series.
Common Questions
Why is data not populating in Pinnacle Series after I map a custom attribute?
Mapped data populates during the next user synchronization. If it does not, check the mapping for accuracy and confirm that the users have data in the AD User Property in your Microsoft Entra ID environment.
Is a custom attribute created as soon as I add it in Microsoft Entra ID?
The available documentation states that a custom attribute is created only the first time it is used in a user flow, not when it is added to the list of user attributes.
What if the Pinnacle Series attribute I need is not in the drop-down list?
Go to the User Settings menu in Pinnacle Series and define the attribute as needed. It will then be available to select in the Map User Attributes drop-down list.