Modifying ClearID custom fields in Config Tool - ClearID

Genetec ClearID™ User Guide

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

You can modify ClearID custom fields in Config Tool so that they are displayed to specific groups or users. For example, you might display visit reason, registration code, expected arrival, and expected departure to a group that contains your security team or building reception team.

Before you begin

Make sure that the Manage cardholders and credentials checkbox is selected for the ClearID system, otherwise no custom fields are displayed.

What you should know

Only users with the privilege Modify custom field definitions can view custom fields.
  • At least one identity must have been synchronized before any custom fields are displayed.

Procedure

  1. In Config Tool, Open the System task.
  2. Click Custom fields.
    System task in Config Tool showing the Custom fields page.
  3. In the Custom fields tab, double-click a Field name to select the custom field that you want to modify.
  4. In the Edit custom field dialog, make any changes that you require.
    1. In the Definition section, make any changes that you require.
      IMPORTANT: Do not select the Mandatory checkbox for custom fields. In ClearID, custom fields must not be mandatory or unique otherwise synchronization issues can occur.
      Edit custom field dialog in Config Tool showing the Custom field settings with the Mandatory checkbox highlighted.
    2. In the Layout section, make any changes that you require.
      For example, you could add a group name to categorize your custom fields, or you could remove a custom field from a group when a grouping is no longer applicable.
    3. In the Security section, make any changes that you require.
      For example, you might add users or user groups in the Security section so that the custom field is displayed to them.

      For more information about user groups or custom fields, see Creating user groups or About custom fields in the Security Center Administrator Guide.

    4. Click Save and close.

Example

The following example shows the Expected arrival custom field. Using the Security section of the Edit custom field dialog, the Genetec Receptionists user group has been added so that the Expected arrival custom field can be displayed to members of the group.
System task in Config Tool showing the Custom fields page with the Edit custom field dialog open.