Managing direct reports

To update general identity information, adjust area and role access, or delegate tasks, you can manage your direct reports in Genetec ClearID™.

1. From the Home page, click My Profile > Direct reports .
2. Select the direct report that you want to modify.
   • General identity information attributes are typically synchronized from an external data source.
   • If the identity is synchronized, your changes can be overwritten during the next synchronization.
   • A Supervisor with default permissions cannot modify any of the General identity information for their direct reports.
   • A Supervisor with manage direct reports permission can modify the general identity information. This enhanced permission is typically used to manage contractors or temporary workers who are not synchronized from an external data source.
3. Click the Access tab.
   1. Click Request access to request access to one or more areas.
   2. Click to remove any area access that is no longer required and click Revoke to confirm the removal.
      You can only remove area access that was manually added. Area access that was added using a provisioning policy is identified using the locked () icon and cannot be modified.
4. Click the Roles tab.
   1. Click a role hyperlink to view the role details.
   2. To remove the role access that is no longer required, click beside a role and click Remove.
      You can only remove roles that were manually added. Roles that were added using a provisioning policy are identified using the locked () icon and cannot be modified.
5. Click the Delegations tab.
   1. Click Add delegation to delegate tasks to another user.
   2. Click to modify the settings.
   3. Click to remove a delegation.
6. Click the Access control tab.
   A Supervisor with manage direct reports permission can modify the Access control settings
7. Click the User permissions tab to view the web portal permissions.
8. Click the Visitor management tab to view the visitor management settings.