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Jun 4, 2025
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Point to customization API docs from identity SDK docs #246

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8 changes: 4 additions & 4 deletions fern/docs/pages/sdks/web/user-identity.mdx
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⚠️ [EkLine]

Where possible, do not structure sentences in future tense. Use present tense instead. (EK00005)

fern-api-docs/fern/docs/pages/sdks/web/user-identity.mdx

Line 15 in c8ed8ca

Ensure you copy your access token, as you will not be able to view it again.

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🚫 [EkLine]

Avoid using the term 'CRM'. (EK25015)

fern-api-docs/fern/docs/pages/sdks/web/user-identity.mdx

Line 24 in c8ed8ca

Using the `rev_info` method, you can generate and recognize a user within the DevRev system by providing relevant user details. This method enables you to convey information systematically, ensuring alignment between your DevRev CRM and the structured data model. For information regarding terminologies, click [here](https://devrev.ai/docs/product/grow).

Original file line number Diff line number Diff line change
Expand Up @@ -64,7 +64,7 @@ Ensure that you follow the specified format when providing your phone number.

## Pass custom attributes

To create custom attributes, see [Object customization](https://devrev.ai/docs/product/object-customization).
To create custom attributes, see [Object customization](https://developer.devrev.ai/beta/guides/object-customization).

You can pass the custom attributes that are created as shown below:
```json
Expand All @@ -88,14 +88,14 @@ If you prefer a two-level structure, where users are directly associated with an
|`display_name` |The name of the user that's shown on the widget. |string |
|`phone_numbers` |The mobile number of the customer. |array |

**Attributes for workspaces**
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Automatically done by the editor, can revert if needed.

**Attributes for workspaces**

|Attributes |Description |Type |
|---|---|---|
|`workspace_ref` |A unique reference for the user's workspace. If not provided, and an account reference is passed, the user is directly attached to the account. |string |
|`display_name` |The name of the workspace that's shown on the widget. |string |

**Attributes for accounts**
**Attributes for accounts**

|Attributes |Description |Type |
|---|---|---|
Expand All @@ -104,7 +104,7 @@ If you prefer a two-level structure, where users are directly associated with an
|`domains` |The domain names of the accounts that the users belongs to. |array |
| `phone_numbers` |The phone number associated with the account. |array |

## Pass the session token
## Pass the session token

While initializing the PLuG widget you pass the session token for DevRev to identify this user and thereby make the widget more customized for the user and their context.

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