Attribute Management

Modified on Mon, 17 Nov at 6:19 PM

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Attribute Management Overview

The Attribute Management Admin Tool provides centralized control over the lists of values that populate form fields such as dropdowns, radio buttons, and checkboxes.


The Attribute Management tool serves as a centralized, controlled source of metadata, reducing inconsistencies such as variations in naming conventions (e.g., US / USA / United States). This standardization enhances the system’s ability to filter, categorize, and group attributes with greater accuracy and efficiency.


As with all administrative tools, it can be accessed by selecting the cog icon located in the upper-right corner of the main interface. 

This action opens the Admin Tools page in a new browser tab. From the left-hand navigation panel, select Attribute Management to proceed.


Within the Attribute Management interface, multiple tabs are available—each representing a distinct category or type of attribute data utilized throughout the system.


The interface includes multiple tabs, each corresponding to a specific category of attribute data:

  • Attribute List

  • Inactive Attribute List

  • Matrix List

  • Disabled Matrix List

  • Rate Card List

  • Disabled Rate Card List

  • Attribute Table List

  • Disabled Attribute Table List


Step 1: Create an Attribute List

Step 2: Create an Attribute Matrix

Step 3: Adding Attributes to a Matrix


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