Viewing direct reports in ClearID - ClearID

Genetec ClearID™ User Guide

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

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.

Before you begin

Add your supervisors.

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 They can also see if the information is outdated and request an update.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

  1. From the Home page, click My Profile > Direct reports.
    Direct reports list in ClearID.
  2. (Optional) Click the Direct report filter icon (White funnel.) to filter the list. Choose either My direct reports, Delegated, or both.
    Direct report filter options in ClearID.
    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.
  3. (Optional) Click the Access control status filter icon (White funnel.) to filter the list. Choose either Active, Inactive, or both.
    Access control status filter options in ClearID.
    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 (White x.) to remove selected filters.
  4. (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.
  5. (Optional) Use the Search to search for an identity by first name, last name, or company.
  6. (Optional) Click the name of a direct report in the list (blue hyperlink) to view their identity profile in more detail.
    Direct reports list in ClearID showing the cursor over an identity profile hyperlink.
    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
    Direct reports page in ClearID also showing the other details you can access from the navigation pane.