Skip to main content

GUEST/IDM/CONNECT

IDM Identity Manager

Application

IDM

Role

Identity Manger

Description

Grants the ability to manage Identities / Direct Report’s

Objective

The Identity Manager role is able to view and manage users that report directly to them.

Access

IDM

Watch List

Configuration

Reports

Limited Access

NO Access

NO Access

No Access

Access Modifiers
  • Access to view Identities is limited to only sub-ordinates managed by the Identity Manager.

  • Additionally, access to edit Identities requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Screens

Screen

Functionality

Access Rights (Yes = ✓ or No)

Limitation

Identity

Add Identity

No

Identity

View Identity

✓

Only Identity Details, Managed Identities, Employment Details, Address Details and Citizenship Details (provided not set to Hide in Screen Configuration) for their own record.

Identity Details

Edit Name

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Employment Info

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Identity Type

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Location

No

Identity Details

Edit Email Addresses

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Phones

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Photos

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Roles

No

Identity Details

Edit Manager

No

Identity Details

Login Credentials

No

Identity Details

Edit Employment Details

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Address

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Edit Citizenship Details

✓

Limited to their subordinates and requires Allow Managers to view and edit their direct report’s records in Configuration > Other Settings to be ticked.

Identity Details

Send Manage Credentials Request

No

Identity Details

Remove Web Access

No

Identity Details

Suspend Identity

No

Identity Details

Terminate Identity

No

Identity Details

Delete Identity

No

Identity

Upload Identities

No

Identity

Add Visitors

No

Identity

Edit Visitors

No

Identity

Delete Visitors

No

Identity

Upload Visitors

No

Reports

Run Reports

No

Reports

Saved Reports

No

Watch List

Add Suspect

No

Watch List

View Suspect

No

Watch List

Edit Suspect

No

Watch List

Edit Photo

No

Watch List

Delete Suspect

No

Configuration

Building Management

No

Configuration

Company Management

No

Configuration

Settings

No

Configuration

Shared Access Signatures

No

Configuration

Notifications

No

Configuration

Third Party Authentication Settings

No

Configuration

Screen Configuration

No

Configuration

Theme Settings

No

Configuration

User-Defined Fields

No

Configuration

IDM Importer

No

Configuration

Partition data by Company

No

Configuration

Identity Expiration

No

Configuration

SMTP Configuration

No

Configuration

Card Types

No

Additional Access

Application

Screen

Functionality

Access Rights (Yes = ✓ or No)

Limitation

IDM

My Profile

View Page

✓

IDM

My Profile

Edit User Preference

✓

Preferred Language’ and Page Size for List Views

Able to add / edit Manager Delegate

GUEST

No Access

No Access

No

If GUEST > Configuration > System > Default User Role = None then no access granted. (Not authorized to access GUEST displayed.)

GUEST

New Visit

My Visits

Schedule New Visits

View Scheduled Visits

✓

If GUEST > Configuration > System > Default User Role = Host or Host Delegate then access is the same as the configured Default User Role.

GUEST

Visit Approval

Approving Visits

✓

Additional access If Identity Manager is added to at least one Visit Approval Workflow and if Visit Approval in Configuration is switched ON.

CONNECT

Requests

Access

My Access Request History

Credential/Badge

✓

CONNECT

Identities

Notes

Credentials

Access

✓

For their Managed Identities only, able to view Identity Information and Edit Notes.

Credentials and Access functionality limited by whether Identity Manager Permissions in CONNECT > Configuration > General has been set to Read only, Delete only or Add, edit, and delete for Credential Rights, and Read only or Delete only for Access Rights.

CONNECT

Requests

Manage Access requests

✓

Additional access If Identity Manager is added to at least one Access Request Approval Workflow.

CONNECT

Requests

Manage Credential/Badge Requests

✓

Additional access If Identity Manager is added to at least one Credential Request Approval Workflow.