EmpowerID provides the capability for you to create Dynamic Hierarchy policies that allow groups to be dynamically generated based on organizational management hierarchies. The groups generated by the Dynamic Hierarchy policy can be based either on EmpowerID Person relationships or on the ManagerPersonID value defined within a connected directory. Groups are created in a selected organizational unit for each manager and direct report accounts are added as members of those groups.
In this topic, we demonstrate creating an Organization Chart Groups Dynamic Hierarchy policy based on EmpowerID Person relationship.
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, set the Start date to one day before the date specified in the Hierarchy Generation Next Run field to ensure the generation occurs as expected. |
Click the Membership Recalculate Next Run field and in the calendar control that appears, specify the date and time for the next run of the Dynamic Hierarchy Membership Recalculation job.
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, set the Start date to one day before the date specified in the Membership Recalculate Next Run field to ensure the generation occurs as expected. |
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. Additionally, you can view any nested group members by expanding the Nested Group Members accordion. |