Adding role members in ClearID - ClearID

Genetec ClearID™ User Guide
Applies to
ClearID
Last updated
2024-04-09
Content type
Guides > User guides
Language
English
Product
ClearID

To add role members who do not fit the default role-based provisioning policy criteria, you must add them manually.

Before you begin

Add role managers.

What you should know

  • Only role managers can add role members.
  • When a provisioning policy is enabled, role members are added automatically based on rules defined in the policy. Role members that are automatically added are shown in Authorized by column as Provisioning policy.
  • Role members can also be added manually. Role members that are manually added are shown in the Authorized by column as Manual.
  • Role members that match a provisioning policy are locked and cannot be removed.
  • Role members that no longer match a provisioning policy are immediately unlocked. They are automatically removed after the period specified in a provisioning policy.

Procedure

  1. From the Home page, click Organization > Roles and select a role.
  2. Click Members to configure the list of role members.
  3. Click Add members.
  4. Search for or select one or more members.
  5. Enter a reason and click Add.
    The following example shows the Dubai Engineering Team role members.
    NOTE: The Authorized by column shows four members that were added automatically (Provisioning policy) and one that was added manually (Manual).
    Tip: You can click the blue text in the Name column to view or modify the identity details.
  6. (Optional) To immediately remove any role members who no longer meet the policy criteria, or role members that were added manually, click then click Remove.