User Classification module documentation #9921
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| @@ -97,3 +97,7 @@ Therefore, the approach we take is to create a new non-persistable entity, `User | |||
| {{< figure src="/attachments/deployment/general/populate-user-type/user-type-report.png" class="no-border" >}} | |||
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| 7. The report can be exported into an Excel file. | |||
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I think this page needs a little bit more attention/love/rework.
What is important for customers to get clarity on the following options:
- userrole based (this is supported by User Classification)
- IdP-based user classification (this is described in current section 3.)
- custom (this is supported by user Classification module, or can be done as per old situation and which is described in section 4.
I think the ToC of this page should follow these options. That gives more an outside-in view - what is the logic I want to apply.
I'll send you a link to slide that explains how customers can choose from these options - it includes a decision tree.
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Maybe for clarity this page should also say something about the deprecated method:
"Previously another method was supported: based on email address persisted in a custom user entity. This method involved the USAGE_METRICS_EMAIL_FIELDS as decribed here/link. This method is deprecated." (DRAFT)
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I think this rework needs another separate PR. It should not hold the release of the User Classification module. I will create a separate PR for it.
content/en/docs/deployment/mendix-cloud-deploy/environments-details.md
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| ## Introduction | ||
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| The [User Classification]() module enables efficient categorization of users based on pre-defined roles or custom classification logic. This document guides you in implementing the classification logic and configuring the required elements within your Mendix application. Using this module, organizations can ensure reliable user classification and maintain accurate metering within their Mendix environment. |
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I would prefer to say 'customer defined' - the word 'pre-defined' suggests Mendix/StudioPro/something is doing that before the developer does anything. I think we're not. The customer has to define their roles. Maybe good to add a link to page that describes how to define userroles.
Also can we use the word userroles? That's how it's called elsewhere in documentation as well.
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In the introduction plesae add a reference to the user classofication page - that gives the top-down overview of options available to the customer - i.e. more context.
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https://docs.mendix.com/refguide/user-roles/
you may want to use this link -
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In the introduction plesae add a reference to the user classofication page - that gives the top-down overview of options available to the customer - i.e. more context.
Hi @JaapF, do you mean adding a reference of Configuring Classification Logic section of the same document, here?
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Implemented the feedback through this commit: 6a965db
content/en/docs/marketplace/platform-supported-content/modules/unit-classification.md
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content/en/docs/marketplace/platform-supported-content/modules/unit-classification.md
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| ## Introduction | ||
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| The [User Classification]() module enables efficient categorization of users based on customer-defined [user roles](/refguide/user-roles/) or custom classification logic. This document guides you in implementing the classification logic and configuring the required elements within your Mendix application. For details on the available classification logic options, see the [Configuring Classification Logic](#configure-classification-logic) section below. Using this module, organizations can ensure reliable user classification and maintain accurate metering within their Mendix environment. |
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We have chosen to call the module User Classification, so I suggest to be consistent and not use 'catgeorization'
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Maybe start with:
The User Classification module enables your Mendix application to accurately classify end-users —an essential capability for compliance with the Mendix Pricing Plan. The module provides logic to set the user type as external or internal based on the user roles in your app. Custom logic can be used instead. Mendix’ user metering processes will count users as internal if the user type is not explicitly set as ‘external’, which can affect licensing calculations.
This document guides you ...
https://mendix.atlassian.net/wiki/spaces/idx/pages/3795321043/User+Classification
Inputs from Jaap: https://mendix.atlassian.net/wiki/spaces/idx/pages/3650683342/Documentation+-+User+Classification+module+DRAFT