Creating custom identity fields

To collect and store additional information about identities in the Genetec ClearID™ web portal, Account administrators can create custom fields and set them to synchronize with Security Center as needed.

1. In the ClearID portal, click Administration > Custom fields .
2. Create a custom field section.
   Custom field sections group related custom fields together to be displayed on identity profile pages.
   1. Click Add custom field section.
   2. On the New custom field section page, fill out the necessary fields.

      

      Section ID

      In the Section ID field, enter a unique ID for your custom field section.

      Important:

      The section ID is used for organization and troubleshooting purposes. This value cannot be changed later.

      Display name

      In the Display name field, enter a name for the custom field section. The name is displayed on identity profile pages.

   3. Click Save.
3. (Optional) Click to edit a custom field section.
   1. On the new page, edit the custom field section as needed:

      Display name

      Edit the selected section's display name.

      Custom fields

      Add, view, or edit custom fields within the selected custom field section.

      Delete custom field section

      Delete the selected custom field section.

   2. Click Save.
4. Add custom fields to the custom field section.
   1. Click to edit the custom field section.
   2. Click Add custom field.
   3. Configure the custom field as needed:

      

      Custom field ID

      In the Custom field ID field, enter a unique ID for the custom field.

      Display name

      In the Display name field, enter a name for the custom field.

      Custom field data type

      In the Custom field data type section, select the data type for the information displayed in the custom field.

      Read-only

      In the Read-only section, choose whether to restrict users and administrators from editing the custom field on the identity profile page.

      Note:

      The read-only feature is intended to be used when synchronizing ClearID with an external source.

      Synchronize custom field values with external systems

      In the Synchronize custom field values with external systems section, choose whether to synchronize the custom field with Security Center.

   4. Click Save.
5. (Optional) Create a custom field that will not be displayed on the identity profile page.
   Note:

   These custom fields will still synchronize with Security Center if Synchronize custom field values with external systems is selected.
   1. In the ClearID portal, click Administration > Custom fields .
   2. Click Add custom field.
   3. Repeat step 4 c.
   4. Click Save.

You can view and fill custom fields by navigating to Organization > Identities > Identity > Custom fields .