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EmpowerID provides the capability for you to create Dynamic Hierarchy policies that provision Management Roles and Management Role Definitions based on the value of two specified Person attributes, such as Title and City. When these

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types of policies first run, EmpowerID provisions the Management Role Definition based on the first level attribute chosen and the Management Role, based on a combination of the first and second level attributes selected. After the parent Management Role Definitions and Management Roles are provisioned, Persons with attributes matching the two specified attributes is added to the Management Roles.

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Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <div class = \"bd-callout bd-callout-danger\">\r\n <p>The <b>Extension Attribute 1</b> value for each Management Role Definition and Management Role created by a Dynamic Hierarchy policy is internally managed by EmpowerID and should not be altered.

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</p>\r\n </div>","javascript":"","css":""}

Create a Two-Level

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Management Roles Dynamic Hierarchy Policy

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  1. On the

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  1. navbar, expand 

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  1. Dynamic Hierarchies and select Policies.

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  1. Click the Add (+) button.

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  1. Image Added


    This opens the Policy Details form

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  1. .

    Image Added

     

  2. 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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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.

Info
  1. 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.

Info

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 an 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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  1. form according to your policy needs.

    Insert excerpt
    IL:Dynamic Hierarchies Form Fields
    IL:Dynamic Hierarchies Form Fields
    nametwolevelmanagementroles
    nopaneltrue

  2. Click Save.

Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <p class = \"bd-callout bd-callout-success\">Once the Dynamic Hierarchy Policy runs, you are able to search for the Management Roles provisioned by it. You can also view the Dynamic Hierarchy Membership Inbox and

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Lifecycle Event Inbox by

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\r\n expanding <b>Dynamic Hierarchies</b> and selecting <b>Inbox</b> on the navbar. </p>","javascript":"","css":""}