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Click the Edit icon next to the option that you want to enable, and do the following:
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In the same way, if you want to join people to a core identity based only on first and last names, edit JoinToCIByFirstNameLastName, change the value to true, and click Save.
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Login into EmpowerID Web Portal.
Expand Identity Life Cycle and select Settings.
Scroll and navigate to the Core Identity Inbox Settings section on the page.
EmpowerID ships two pre-configured rules that can be enabled by simply setting them to true or selecting the checkbox,
Join by First Name and Last Name – When set to true, joins Person accounts to the same core identity based on a match of first name and last name.
Join by Birth Date and First Name and Last Name – When set to true, joins Person accounts to the same core identity based on the match of Birth Date, first name, and last name.
Core Identity inbox settings also support custom rules for joining the Core Identity.
Join Based On This List Of Comma Separated Attributes: This allows you to enter a comma-separated list of the Person attributes that should be used to join Person accounts to the same core identity.
Join By Custom Match: This allows you to input a SQL query that defines the custom match that should be used to join Person accounts to the same core identity.
Core Identity Provision Rule: This allows you to configure a SQL query that can provision Person accounts to the Identity. If none of the rules above matches a person, this provision rule is a fallback and will determine how a Person object can be provisioned or linked to a core identity.
The next time inventory runs and detects two or more people whose specified attributes match the rules you configured earlier in Core Identity Inbox Settings, EmpowerID provisions a core identity and links the discovered people to it.
In future inventory runs, if EmpowerID detects another person with the same attributes as an existing core identity, it links the new
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Core Identity ID column link.
Clicking on the link opens the View One page for the core identity.
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This page lets you view information and manage the core identity.
Expand the People accordion to see all people associated with the core identity
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View a person's linked personas
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Navigate to the View or View One page for the target person. EmpowerID provides two main ways to do this. You can navigate to the page by searching for the Person using the Global search bar at the top of the page (quickest), or you can navigate to the page by searching for the Person using the Find Person page.
Insert excerpt IL:Bootstrap Accordion IL:Bootstrap Accordion name personsearchoptions nopanel true Select the Report tab on the Person's View or View One page.
Select the Identities subtab and expand the Personas Linked to Same Core Identity accordion.
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You should see all personas linked to the core identity.
Select and switch personas
Log in as any person attached to the same
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If you need to switch personas after logging in, click the
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Select one of your related Person identities to log in as that person and gain all of the rights and permissions assigned to that person.
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