Assigning Dimensions to a Person
Attach companies, departments, or other dimension types to a person’s profile to ensure accurate grouping and permissions.
Written By Tristan White
Last updated 5 months ago
1. Open the Person’s Profile
In the left sidebar, go to Connected People → People.
Click the person’s name to open their profile.
2. Start the Attach Process
In the Dimensions section of the profile, click + (Attach Dimensions).
A pop-up window titled Attach Dimensions appears.
3. Select Dimensions
Use the search box to find and select one or more dimensions.
Available types include:
Company
Department
Group
Level
Role
Vendor
Other
You can select multiple dimensions if needed.
4. Save
After selecting the correct dimensions, click Save.
The chosen dimensions now appear in the person’s profile under Dimensions.
5. Review and Track
The update is recorded in the Activity feed for full audit history.
If the person is mid-onboarding, the Assign Dimensions step is marked complete automatically.
Tip: Attaching the right dimensions controls permissions and reporting, so double-check that each person is linked to every relevant company, department, or group.