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Dataphin:Create and manage ID

Last Updated:Jan 21, 2025

This section outlines the process for defining and managing ID types associated with platform entities, such as phone numbers and mailboxes for consumers and merchants. It provides guidance on creating an ID.

Prerequisites

Before creating an ID, ensure that the necessary entities are already established. For more information, see Create an entity and .

ID management overview

The ID management page is divided into the feature area and the ID list, where you can manage existing IDs.

image

Area

Description

Feature area

  • Filter: Enables filtering by the ID owner listed.

  • Search: Allows for ID searches using keywords.

  • Add ID: To add a new ID, click Add ID. For more information, see Create an ID.

  • Refresh: To update the ID list, click the refresh icon image.

ID list

The ID list displays IDs in a list format, showing details such as ID Name/code, Associated Entity, Owner, Created At, Description, and available Actions. The ID list supports the following management operations:

  • Edit: To edit an ID, click the edit icon image. Note that the ID code cannot be modified.

  • Delete: To remove an ID, click the delete icon image..png. Deletion is restricted if the ID is essential for downstream resources, which may include tags, audience groups, and behavior relationships.

Create an ID

  1. Navigate to the Dataphin home page and select Planning followed by Tag Architecture from the top menu bar.

  2. To access the Create ID dialog box, follow these steps:

    Select ID Management and then Add ID in sequence.

  3. In the Create ID dialog box, fill in the necessary ID information.

    Parameter

    Description

    ID name

    Specify the ID name, which can include Chinese and English characters, numbers, underscores, or hyphens, up to 64 characters.

    ID code

    Enter a unique identifier for the ID, starting with a letter and allowing lowercase English letters, numbers, and underscores, up to 64 characters.

    Owner

    Choose the ID's owner from the list of active Dataphin members.

    Entity

    Select the entity to be associated with the ID.

    Note

    An ID can be linked to multiple entities.

    Description

    Provide a concise description of the ID, within 1000 characters.

  4. To finalize the ID creation, click OK.

What to do next

Once the ID is created, it can be utilized along with the corresponding entity for tag development. For further details, see Offline tag.