From time to time a supervisor might want to view their direct reports to check on
their access control status, general identity information, or to provide a list for a security
review or audit purposes.
What you should know
To view
direct reports, you must be a
supervisor or account administrator.
- A supervisor can check general identity information for their direct reports at
any point in time, to understand what information Genetec ClearID™ stores about them. They
can also see if the information is outdated and request an update.
- An administrator can check the direct reports of an identity to validate the
supervisor link and other information.
Procedure
-
From the Home page, click .
-
(Optional) Click the Direct report filter icon () to filter the list. Choose either My direct reports,
Delegated, or both.
- My direct reports
- Filters the list to display employees that are your direct reports.
- Delegated
- Filters the list to display delegated employees (because another user delegated
their tasks to you).
NOTE: Delegated employees are highlighted in the list using a
DelegateFromAnotherUser icon
.
- Clear filter
- Click Clear filter () to remove selected filters.
-
(Optional) Click the Access control status filter icon () to filter the list. Choose either Active,
Inactive, or both.
- Active
- Filters the list to display direct reports with an Active
access control status.
- Inactive
- Filters the list to display direct reports with an Inactive
access control status.
- Clear filter
- Click Clear filter () to remove selected filters.
-
(Optional) Click Download CSV to download a copy of the
report.
NOTE: Any filters that are active at the time of download affect the contents of the
ClearID Direct reports.csv report.
-
(Optional) Use the Search to search for an identity by first name, last name, or
company.
-
(Optional) Click the name of a direct report in the list (blue hyperlink) to view their
identity profile in more detail.
You can also view more details about the identity by browsing the following identity
profile pages:
- General
- Access
- Roles
- Delegations
- Access control
- User permissions
- Visitor management