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General Portal Features

GroupID Portal encompasses various functionalities available for the users that are:

The GroupID portal provides a robust search feature that empowers users to efficiently manage various directory objects within their identity store. These objects include mailboxes, users, groups, and contacts. Once a search is performed, the results are displayed on the Search Results page.

See the Directory Search topic.

Find Dialog Box​

The Find dialog box enables you to search User, Group, and Contact objects in the connected identity store. The object types available for search may vary, depending on the page you launch the Find dialog box from.

See the Find Dialog Box topic.

Portal Settings​

GroupID Portal offers flexible portal settings to customize the user experience and personalize the portal for each user.

See the Portal Settings topic.

User Account Settings​

Users can manage their own profile information and perform various account-related actions through the User Settings.

See the User Account Settings topic.

Toolbars​

The portal provides toolbars with diverse options that users can use on the objects. These actions include editing properties, managing membership, viewing history, and more.

See the Toolbar topic.

See Also

My Groups' History

To view a detailed list of the actions that you have performed on the groups that you own using the following, click History on the left navigation bar:

  • GroupID portal
  • GroupID Management Shell cmdlets
  • GroupID mobile app
  • GroupID APIs

History page opens with the My History tab in view. On the displayed page, click the My Groups History tab.

History is logged for groups that have you as the primary or additional owner.

What do you want to do?

  • History view modes
  • Filter history data
  • Add notes to history items
  • Export history data

History view modes​

History data can be viewed in two modes:

Detailed view​

Displays history data in a descriptive and user-friendly manner. Items are sorted according to the date and time of modification, showing the most recent at the top.

This is the default view of history data.

Administrative view​

This view is only available if you have administrative privileges.

Click Switch to Administrative View to view history data in administrative mode. It displays history data in a tabular form. History items are grouped by date. Each date group displays changes made to your groups during that period.

You can expand an item to view more details, such as the names of the attributes modified in an action along with their old and new values.

Filter history data​

  1. Click My Groups History Grid Filter to specify a criteria for filtering history data.

  2. Click Add Filter to add the filter criteria.

  3. From the Select a filter list, select attributes to filter history data on the basis of the attribute modified.

  4. Two more boxes get displayed next to Select a filter box upon selecting a filter.

    • Select an Operator: Select an operator from the first list.
    • Select a Value: Specify a value for the selected operator in the second box.

    For example, if you select 'Modified on' from the first list, 'is exactly' from the second list, and specify a date in the third box, then history items that were modified on the specified date will be displayed.

  5. Click Apply Filter.

    History items that match the specified criteria are displayed.

  6. Use the Search In list to load history data from the entire directory or a domain.

    This list shows a tree view of all the domains in the connected identity store. Select the required domains or select Entire Directory to view objects' history from all domains.

  7. Click Refresh to reload history data for the domains selected in the Search In list.

Add notes to history items​

GroupID enables a user to add notes to history items that were logged as a result of any change they made. A note may explain the reason for making a certain change, such as why they changed the security type for a group.

Only the user who added the note can update it. Other users can only view this note; they cannot edit or add comments.

  • The Add Note button is available next to a history item listed.
  • Once you add a note, the Add Note button changes to View Note. All portal users can use this button to view the note.

Add a note​

The option to add a note is available on the My Account History card on Dashboard, and all History pages i.e.My History, My Direct Reports' History and My Groups' History pages.

  1. Click the Add Note button next to a history item to add a note to it.

  2. On the Add Note dialog box, write a note and click Add Note to save it.

    Your note can have a maximum of 500 characters.

Edit a note​

You can only edit the note that you have added.

  1. Click the View Note button next to a history item to view or edit the note for it.
  2. On the Note dialog box, click the Edit Note button and update the note.
  3. Click Update Note to save the changes.

View a note​

Once a note is added, other users can view it, but they cannot edit it or add comments to it.

  • In the Detailed view:

    Click the View Note button next to a history item to view the note for it.

  • In the Administrative view:

    The Note column displays the note.

Remove a note​

You can only remove the note that you have added.

  1. Click the View Note button next to a history item to view or remove the note for it.
  2. Click the Edit Note button and remove the note.
  3. Click Update Note.

Export history data​

You can export history data displayed to an external file.

Click the Export History button and select the file type to export history data to. Supported formats are:

  • Excel
  • CSV
  • XML

The file is created at the download location specified in the browser settings.

See Also

My Direct Reports' History

To view the history of updates and changes made to your direct reports, click History on the left navigation bar. History page opens with the My History tab in view. On the displayed page, click the My Direct Reports' History tab.

The following events are logged on this page:

  • When an object is added as your direct reports.
  • When a direct report is removed from your direct reports.
  • When you or any other user makes certain changes to the properties of a direct report.

NOTE: When any of your direct reports is deleted, its history is also deleted.

What do you want to do?

  • History view modes
  • Filter history data
  • Add notes to history items
  • Export history data

History view modes​

History data can be viewed in two modes:

Detailed view​

Displays history data in a descriptive and user-friendly manner. Items are sorted according to the date and time of modification, showing the most recent at the top.

This is the default view of history data.

Administrative view​

This view is only available if you have administrative privileges.

Click Switch to Administrative View to view history data in administrative mode. It displays history data in a tabular form. History items are grouped by date. Each date group displays changes made to your direct reports during that period.

You can expand an item to view more details, such as the names of the attributes modified in an action along with their old and new values.

Filter history data​

  1. Click My Direct Reports History Grid Filter to specify a criteria for filtering history data.

  2. Click Add Filter to add the filter criteria.

  3. From the Select a filter list, select attributes to filter history data on the basis of the attribute modified.

  4. Two more boxes get displayed next to Select a filter box upon selecting a filter.

    • Select an Operator: Select an operator from the first list.
    • Select a Value: Specify a value for the selected operator in the second box.

    For example, if you select 'Modified on' from the first list, 'is exactly' from the second list, and specify a date in the third box, then history items that were modified on the specified date will be displayed.

  5. Click Apply Filter.

    History items that match the specified criteria are displayed.

  6. Use the Search In list to load history data from the entire directory or a domain.

    This list shows a tree view of all the domains in the identity store. Select the required domains or select Entire Directory to view objects' history from all domains.

  7. Click Refresh to reload history data for the domains selected in the Search In list.

Add notes to history items​

GroupID enables a user to add notes to history items that were logged as a result of any change they made. A note may explain the reason for making a certain change, such as why they changed the security type for a group.

Only the user who added the note can update it. Other users can only view this note; they cannot edit or add comments.

  • The Add Note button is available next to a history item listed.
  • Once you add a note, the Add Note button changes to View Note. All portal users can use this button to view the note.

Add a note​

The option to add a note is available on the My Account History card on Dashboard, and all History pages i.e.My History, My Direct Reports' History and My Groups' History pages.

  1. Click the Add Note button next to a history item to add a note to it.

  2. On the Add Note dialog box, write a note and click Add Note to save it.

    Your note can have a maximum of 500 characters.

Edit a note​

You can only edit the note that you have added.

  1. Click the View Note button next to a history item to view or edit the note for it.
  2. On the Note dialog box, click the Edit Note button and update the note.
  3. Click Update Note to save the changes.

View a note​

Once a note is added, other users can view it, but they cannot edit it or add comments to it.

  • In the Detailed view:

    Click the View Note button next to a history item to view the note for it.

  • In the Administrative view:

    The Note column displays the note.

Remove a note​

You can only remove the note that you have added.

  1. Click the View Note button next to a history item to view or remove the note for it.
  2. Click the Edit Note button and remove the note.
  3. Click Update Note.

Export history data​

You can export history data displayed to an external file.

Click the Export History button and select the file type to export history data to. Supported formats are:

  • Excel
  • CSV
  • XML

The file is created at the download location specified in the browser settings.

See Also

My History

To view a log of all actions you have performed in the identity store using the following: , click History on the left navigation bar.

On the History page, click My History tab to view your history.

The log also tracks any change that another user makes to your profile using the portal.

What do you want to do?

  • History view modes
  • Filter history data
  • Add notes to history items
  • Export history data

History view modes​

History data is available in two modes:

Detailed view​

Displays history data in a descriptive and user-friendly manner. Items are sorted according to the date and time of modification, showing the most recent at the top.

This is the default view of history data.

Administrative view​

This view is only available if you have administrative privileges.

Click Switch to Administrative View to view history data in administrative mode. It displays history data in a tabular form. History items are grouped by date. Each date group displays changes made to directory objects during that period.

You can expand an item to view more details, such as the names of the attributes modified in an action along with their old and new values.

Filter history data​

  1. Click My History Grid Filter to specify a criteria for filtering history data.

  2. Click Add Filter to add the filter criteria.

  3. From the Select a filter list, select attributes to filter history data on the basis of the attribute modified.

  4. Two more boxes get displayed next to Select a filter box upon selecting a filter.

    • Select an Operator: Select an operator from the first list.
    • Select a Value: Specify a value for the selected operator in the second box.

    For example, if you select 'Modified on' from the first list, 'is exactly' from the second list, and specify a date in the third box, then history items that were modified on the specified date will be displayed.

  5. Click Apply Filter.

    History items that match the specified criteria are displayed.

  6. Click Reset Filter to remove all the filters.

Add notes to history items​

GroupID enables a user to add notes to history items that were logged as a result of any change they made. A note may explain the reason for making a certain change, such as why they changed the security type for a group.

Only the user who added the note can update it. Other users can only view this note; they cannot edit or add comments.

  • The Add Note button is available next to a history item listed.
  • Once you add a note, the Add Note button changes to View Note. All portal users can use this button to view the note.

Add a note​

The option to add a note is available on the My Account History card on Dashboard, and all History pages i.e.My History, My Direct Reports' History and My Groups' History pages.

  1. Click the Add Note button next to a history item to add a note to it.

  2. On the Add Note dialog box, write a note and click Add Note to save it.

    Your note can have a maximum of 500 characters.

Edit a note​

You can only edit the note that you have added.

  1. Click the View Note button next to a history item to view or edit the note for it.
  2. On the Note dialog box, click the Edit Note button and update the note.
  3. Click Update Note to save the changes.

View a note​

Once a note is added, other users can view it, but they cannot edit it or add comments to it.

  • In the Detailed view:

    Click the View Note button next to a history item to view the note for it.

  • In the Administrative view:

    The Note column displays the note.

Remove a note​

You can only remove the note that you have added.

  1. Click the View Note button next to a history item to view or remove the note for it.
  2. Click the Edit Note button and remove the note.
  3. Click Update Note.

Export history data​

You can export history data displayed to an external file.

Click the Export History button and select the file type to export history data to. Supported formats are:

  • Excel
  • CSV
  • XML

The file is created at the download location specified in the browser settings.

See Also

History

The GroupID portal maintains a log of actions when objects are created, modified, and deleted in the portal provided that the GroupID administrator has enabled history tracking for the identity store. GroupID portal also tracks all actions that are committed to the directory using:

  • GroupID Management Shell cmdlets

  • GroupID mobile app

  • GroupID APIs

The administrator can configure the following for history tracking:

  • track all or specific events
  • retain history data forever or for a specified duration

Therefore, history data represents only the events that history-tracking is configured to track. Furthermore, if history-tracking is not enabled or has been recently disabled for the identity store, the portal does not display history data or it displays data that was logged before history-tracking was turned off.

A user can add a note to a history action that he/she performed. Other users can just view that note. This note may explain the reason for performing that action. See the Configure History Tracking topic.

History views in the portal​

The GroupID Portal displays history as below:

  • My Account History on the portal's dashboard
    Displays a list of actions performed by the logged-on user.
  • The History tab in group / user / mailbox / contact properties.
    Displays the actions performed on the object by different users.
  • The My History page.
    Displays the actions performed by the logged-on user and any changes made to this user's profile by another user.
  • The My Direct Reports' History page.
    Displays the changes made to the logged-on user's direct reports by this user or by any other user.
  • The My Groups' History page.
    Displays the changes made by the logged-on user to a group that they own.

Use the History items to display on home page setting on the User Settings panel to specify the number of history items to display on Dashboard.

Use the History items to display setting on the User Settings panel to specify the number of history items to display on the History tab, My History page, My Direct Reports History page, and My Groups History page.

Use the Most recent objects setting on the User Settings panel to specify the number of recent objects to show on the My Account History card on Dashboard.

See Also

Portal Settings

You can fine-tune your portal pages by customizing display options. This also enables you to personalize the GroupID portal.

These settings are saved for a user with respect to the identity store. When this user logs on to another GroupID portal for the same identity store, the settings apply there too.

What do you want to do?

Set Identity Store mode​

GroupID portal works with a single identity store. However, GroupID also enables administrators to link different identity stores. If an administrator creates a GroupID Portal and associates it with the linked identity stores, the portal users can view the data from the linked identity stores at the same time, rather than having to switch identity stores.

Via Portal settings, you can choose either of the two modes by following these steps:

  1. Click the Settings icon at the top of the page.

  2. From the Identity Store Mode list, select one of the following mode:

    • Stand-alone mode
    • Linked mode

  3. Click Save.

Set a language for notifications​

GroupID generates a number of notifications that are, by default, sent to users in the English language. However, a user can opt to receive notifications in a different language by personalizing the language settings from the User Settings panel in the portal.

However, there are a few exceptions to it. See the Localization topic for more information.

  1. Click the Settings icon at the top of the page.
  2. From the Notification Language list, select a language for receiving the notifications in.
  3. Click Save.

Set the time zone​

You can set the portal's date and time for your time zone.

  1. Click the Settings icon at the top of the page.
  2. In the User Time Zone list, select the time zone for your region.
  3. Click Save.

Set a default start page​

You can set the first page you see when you log into the portal.

  1. Click the Settings icon at the top of the page.
  2. From the Default startup page list, select a page to set as your start page.
  3. Click Save.

Set the number of history items to show on the home page​

You can specify the number of history items to display in the History section on the portal's home page.

  1. Click the Settings icon at the top of the page.
  2. In the History items to display on home page box, set the maximum number of history items to be displayed on the portal's home page.
  3. Click Save.

History is displayed if the administrator has enabled history tracking for the identity store.

Set the number of history items to show for objects​

Set the number of history items to display on the History tab. This tab is displayed when viewing the properties for a User, Group, Contact or Mailbox.

This setting also controls the number of history items displayed on the My History, My Direct Reports' History, and My Groups' History pages.

  1. Click the Settings icon at the top of the page.
  2. In the History items to display box, set the number of history items to display on the pages that display history data.
  3. Click Save.

History is displayed if the administrator has enabled history tracking for the identity store.

Set the number of recent objects to show​

The GroupID portal keeps a list of recently viewed objects on the left navigation bar. This provides a convenient way to navigate back to objects later. You can specify the number of recent objects to be shown on the navigation bar.

  1. Click the Settings icon at the top of the page.
  2. In the Most recent objects box, type the number of recent objects to display on the navigation bar.
  3. Click Save.

Set the default domains for search lists​

You can specify the default domains to be searched when you perform a search using the portal. If portal is running in:

  • Stand-alone mode: domain of the associated identity store is listed.

  • Linked mode: domains of all the linked identity stores are listed.

To select domain(s) for searches:

  1. Click the Settings icon at the top of the page.
  2. In the Domains to search list, select the domains that you use frequently in your searches.
  3. Click Save.

Set the number of results to show on a page​

You can specify the number of search results to be displayed on a portal page.

  1. Click the Settings icon at the top of the page.
  2. In the Search results per page box, type or select the number of search results to display on a page.
  3. Click Save.

Show additional group ownership in My Groups​

By default, the My Groups page displays the groups that you are a primary owner for. You can, however, set this page to display those groups too for which you are an additional owner.

  1. Click the Settings icon at the top of the page.

  2. Select the Display additional group ownership in My Groups check box.

    Selecting this option also displays the history of these groups in the My Groups History view.

  3. Click Save.

Show additional group ownership in My Expiring Groups​

By default, the My Expiring Groups page displays the soon-to-expire groups that you are the primary owner of. You can, however, set this page to display those expiring groups too for which you are an additional owner.

  1. Click the Settings icon at the top of the page.
  2. Select the Display additional group ownership in My Expiring Groups check box.
  3. Click Save.

Show additional group ownership in My Expired Groups​

By default, the My Expired Groups page displays the expired groups that you are the primary owner for. You can, however, set this page to display those expired groups too for which you are an additional owner.

  1. Click the Settings icon at the top of the page.
  2. Select the Display additional group ownership in My Expired Groups check box.
  3. Click Save.

Show additional group ownership in My Deleted Groups​

By default, the My Deleted Groups page displays the deleted groups that you are the primary owner for. You can, however, set this page to display those deleted groups too for which you are an additional owner.

  1. Click the Settings icon at the top of the page.
  2. Select the Display additional group ownership in My Deleted Groups check box.
  3. Click Save.

Display additional group ownership in my Smart Groups​

By default, the My Smart Groups page displays the Smart Group that you are the primary owner for. You can, however, set this page to display those Smart Groups too for which you are an additional owner.

  1. Click the Settings icon at the top of the page.
  2. Select the Display additional group ownership in My Smart Groups check box.
  3. Click Save.

Display additional group ownership in my Dynasties​

By default, the My Dynasties page displays the Dynasties that you are the primary owner for. You can, however, set this page to display those Dynasties too for which you are an additional owner.

  1. Click the Settings icon at the top of the page.
  2. Select the Display additional group ownership in My Dynasties check box.
  3. Click Save.

Display Additional Manager Direct Reports​

By default, the My Direct Reports page displays the users that you are the primary manager for. You can, however, set this page to display those users too for which you are an additional manager.

  1. Click the Settings icon at the top of the page.
  2. Select the Display Additional Manager Direct Reports check box.
  3. Click Save.

Reset default user options​

You can reset the settings on the User Settings panel to their default values.

  1. Click the Settings icon at the top of the page.

  2. On the User Settings page, click Reset Defaults.

    The following table lists the default values that are reset:

    OptionDefault Value
    Identity Store ModeStand-alone
    Notification LanguageEnglish
    User Time ZoneThe time zone set on the GroupID server machine.
    Default startup pageWelcome
    History items to display on home page10
    History items to display10
    Most recent objects5
    Domains to SearchEntire Directory
    Search results per page25
    Display additional group ownership check boxesNot selected
    Display Additional Manager Direct ReportsNot selected

See Also

User Account Settings

Using the GroupID portal, you can manage your profile information and even change your password, provided that the GroupID administrator has granted you the required permissions. You can also add your picture to your profile.

Administrators can also reset the passwords of other user accounts in the identity store. They can also set the expiration policy of user accounts, lock or unlock accounts, and enable or disable accounts.

What do you want to do?

Update your account information​

  1. In GroupID portal, click Dashboard in the left pane and click the My Profile card.
  2. Make the required changes to your profile on the My Profile page.
  3. Click Save.

NOTE: If the administrator has specified this action for review, your changes will not take effect until verified by an approver.

Add a photo to your profile​

  1. In GroupID portal, click Dashboard in the left pane and click the My Profile card.

  2. Click the General tab.

  3. Click Modify next to the Photo box.

    The Manage Photo dialog box is displayed.

  4. Click Browse to browse the file system to select the photo. The size of the image should not exceed the size displayed in the header area of the dialog box.

    Use the options on the dialog box to edit the photo as desired.

  5. Click OK to close the Manage Photo dialog box.

  6. Click Save.

NOTE: If the administrator has specified this action for review, your changes will not take effect until verified by an approver.

Set a user account to never expire​

  1. Search a user to set its directory account to 'never expire'.

  2. Select this user on the Search Results page and click Properties on the toolbar.

    The user's properties page is displayed.

  3. On the Account tab, select the Never option button for Account Expires.

  4. Click Save.

Set a user account to expire on a specific date​

  1. Search a user to set its directory account to expire on a specific date.

  2. Select this user on the Search Results page and click Properties on the toolbar.

    The user's properties page is displayed.

  3. On the Account tab, select End of from the Account Expire options and click the Calendar button to set the date for expiring the user account.

  4. Click Save.

Lock/Unlock a user account​

  1. Search a user to lock or unlock their directory account.

  2. Select this user on the Search Results page and click Properties on the toolbar.

    The user's properties page is displayed.

  3. On the Account tab:

    • Select the Account is locked out check box to lock the user account.
    • Clear the Account is locked out check box to unlock the account.

  4. Click Save.

Enable/Disable a user account​

  1. Search a user to disable or enable their directory account.

  2. Select this user on the Search Results page and click Properties on the toolbar.

    The user's properties page is displayed.

  3. On the Account tab:

    • Select the Account is disabled check box to disable the user account.
    • Clear the Account is disabled check box to enable the user account.

  4. Click Save.

See Also