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EmpowerID provides the capability for you to create Dynamic Hierarchy policies that You can use a Dynamic Hierarchy policy to automatically generate Management Roles and assign people to those roles based on the value of a specified Person attribute. In this way, any Person with a matching attribute value is added as members of attribute, such as the name of their department. After the policy is created, the Dynamic Hierarchy engine will add any person with the matching attribute value to the Management Role.
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Create a Person Attribute Management Role Dynamic Hierarchy Policy
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On the
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navbar, expand
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Dynamic Hierarchies and select Policies.
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Click the Add (+) button.
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This opens the Policy Details form
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Fill out each section of the
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Optionally, underneath Hierarchy Generation Schedule, click the Start and End fields and in the calendar control that appears for each field, specify the respective start and end dates for hierarchy generation to occur.
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The default values for these fields is a start schedule of one day before the current day and an end date of 97 years from the start date. If you change these values, the Start date should be set to one day before the date specified in the Hierarchy Generation Next Run field to ensure the generation occurs as expected. |
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Optionally, underneath Membership Recalculation Schedule, click the Start and End fields and in the calendar control that appears for each field, specify the respective start and end dates for hierarchy generation to occur.
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The default values for these fields is a start schedule of one day before the current day and an end date of 97 years from the start date. If you change these values, the Start date should be set to one day before the date specified in the Membership Recalculate Next Run field to ensure the generation occurs as expected. |
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Membership Change Alert - When Membership Change Alert Active is enabled (checked), this sends an alert when the membership of a Management Role created by the policy is changed by the policy. By default, the alert is set to Hierarchy Management Role Membership Changed alert.
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EmpowerID includes default Alert email templates that are automatically selected for each type of Alert, but custom email alerts can be defined and selected as needed. To do so, click the Remove button to the right of the alert you wish to replace and then search for and select the appropriate alert. If you click the link for the alert rather than the Remove button, EmpowerID directs your browser to the View One page for the alert. |
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form according to your policy needs.
Insert excerpt IL:Dynamic Hierarchies Form Fields IL:Dynamic Hierarchies Form Fields name personmanagementroles nopanel true Click Save.
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You can view the people who have been dynamically added to the Management Role by clicking on the Display Name link for that Management Role and expanding the People as Members accordion on the View One page that appears. |
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