Viewing direct reports

2024-10-04Last updated

As a Supervisor, you can check the access control status, general identity information of your direct reports. You can also use the direct report list for security reviews or auditing purposes.

Before you begin

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 They can also see if the information is outdated and request an update.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 Account 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. Filter the list based on your required criteria:
    Direct reports
    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
    Displays employees that are your direct reports.
    Delegated
    Displays 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.
    Access control status
    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
    Displays direct reports with an Active access control status.
    Inactive
    Displays direct reports with an Inactive access control status.
    Clear filter
    Click Clear filter (White x.) to remove selected filters.
    Search
    Use the Search bar to search for an identity by first name, last name, or company.
  3. Click Download CSV, to download a copy of the direct reports list in CSV format. The report can then be used for auditing purposes, to keep a physical copy, to attach to an audit request, to review offline, or to manipulate or consolidate data in a spreadsheet for other audiences.
    1. Follow your browser prompts to complete downloading the exported file.
      The file is exported as a .CSV file to the default download location for your browser (ClearID Direct reports.csv).
      Note: The columns and entries in the CSV file can vary depending on the filters you’ve selected when you download the report.
  4. (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.

After you finish

Manage your direct reports access and roles if required.