Customer Creation and SSO

As of 7.4.1, the WEB_USER table has been deprecated and SSO is required for Personify e-Business site login.

Note.pngIf your organization has customized the WEB_USER table for any other reason, please contact your Account Specialist for future considerations.

When creating a new individual customer in the back office, the WEBUSERNAME_FORMAT application parameter determines what the constituent's New User Name will be. The following chart describes the various combinations:

Application Parameter Value

Email Entered During Customer Creation

SSO Username

CUSTOMER_ID

Unique email address

Customer ID

CUSTOMER_ID

No email address

No SSO created

CUSTOMER_ID

Duplicate email address

Note.pngAs of 7.4.1, duplicate email addresses can exist in the system.

Customer ID

CUSTOMER_EMAIL_ADDRESS

Unique email address

Customer Email Address

CUSTOMER_EMAIL_ADDRESS

No email address

No SSO created

CUSTOMER_EMAIL_ADDRESS

Duplicate email address

Note.pngAs of 7.4.1, duplicate email addresses can exist in the system.

Customer ID

CUSTOMER_NAME

Unique email address

Customer Name

CUSTOMER_NAME

No email address

No SSO created

CUSTOMER_NAME

Duplicate email address

Note.pngAs of 7.4.1, duplicate email addresses can exist in the system.

Customer Name