Creating identity custom fields

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

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.

      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 the name shown 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:

      Display name

      Change the section name.

      Custom fields

      Add, view, or edit custom fields in this section.

      Delete custom field section

      Delete the 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:

      Custom field ID

      Enter a unique ID.

      Display name

      Enter the name shown on identity profile pages.

      Custom field data type

      Select the type (Boolean, Date, Date/Time, Decimal, Numeric, Text).

      Read-only

      Choose if the field can be edited by users or administrators on the identity profile page.

      Note:

      Use the read-only option when synchronizing ClearID with an external source.

      Synchronize custom field values with external systems

      Select to synchronize with Security Center.

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

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