EmpowerID provides the capability for you to create Dynamic Hierarchy policies that allow nested groups to be dynamically generated based on the value of any two specified Person attributes, such as the State and City attributes. When the policy runs, EmpowerID creates a top-level group for the first attribute specified and a nested group under that top-level group for the second attribute specified. EmpowerID then places any Person accounts with those matching attributes in those groups, depending on how you configure the policy. You can configure the policy to place people in both the top-level and nested group or only in the nested group. In addition, you can configure the policy to create top-level groups only if the condition for the nested group exists.
The Extension Attribute 1 and Extension Attribute 2 values for each group created by a Dynamic Hierarchy policy are internally managed by EmpowerID and should not be altered. |
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.
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. |
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.
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. |
Membership Change Alert: Search for and select the alert to be sent when the membership of a group created by the policy is changed by the policy.
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. |
After the Dynamic Hierarchy Policy runs, you can see the new groups provisioned by the policy in a Group search. You can also view the Dynamic Hierarchy Membership Inbox and Dynamic Hierarchy Provision Inbox by expanding System Logs and clicking Dynamic Hierarchy Inbox on the Navigation Sidebar. |
You can view the people who have been dynamically added to the group by clicking on the Display Name link for that group and expanding the Resultant Members accordion on the View One page for the group that appears. |