Customize Properties Pages

GroupID enables you to customize the property pages displayed in the portal for these directory objects:

• User
• Group
• Smart Group
• Parent Dynasty
• Middle Dynasty
• Leaf Dynasty
• Mailbox
• Contact
• Computer (Only available for adding to group memberships in the portal. Its properties are read-only.)

NOTE: A Microsoft Entra ID identity store does not support the computer and contact object types.

In the GroupID portal, the properties page of an object has multiple tabs, where each tab groups similar attributes. These tabs are referred to as categories.

You can customize the following:

For a tab:

• Add a new tab (category) to an object’s properties page
• Update the details for a tab
• Remove a tab from an object’s properties page

For a field on a tab:

• Add a field to a tab
• Update the details for a field
• Rearrange the fields on a tab
• Remove a field from a tab

What do you want to do?

• Add a Tab (Category)
• Update Tab Details
• Remove a Tab
• Add a Field to a Tab
• Update a Field
• Rearrange the Fields on a Tab
• Remove a Field from a Tab

Add a Tab (Category)

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.

2. Click the ellipsis button for a portal and select Settings.

3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.

4. Click Properties in the left pane; the Properties page is displayed.

5. In the Select Directory Object list, select a directory object to add a tab to its properties page.
   The Name list displays the tabs (categories) currently available on the object’s properties page.

6. Click Add. The Add Design Category pane is displayed.

7. Enter a name for the tab in the Name box. The tab will be displayed on the object’s properties page with this name.

8. In the Visibility Level drop-down list, select a security role. The tab would be visible to users of this role and roles with a priority value higher than this role. The tab would not be visible to group owners (for their respective groups) and user managers (for their direct reports) if they fall in a lower priority role. See Priority.

   • Select Never to hide the tab from all users.

   • Select Manager and Owner to make the tab visible only to the owner (in case of a group) or manager (in case of a user or contact). It would be hidden from other users, such as group members or a user. For example:

     • If Manager and Owner is selected for the Email tab in group properties, the tab would be visible to group owners for their respective groups in the portal.
     • If Manager and Owner is selected for the Account tab in user properties, the tab would be visible to managers for their respective direct reports in the portal.

   • If you have selected ‘User’ or ‘Mailbox’ in the Select Directory Object drop-down list, the Self option is also available in the Visibility Level drop-down list. Select Self to make the tab visible to the respective user or mailbox. It would be hidden from other users, such as the user’s manager. For example, if the Self role is selected for the General tab in user properties, it means that:

     • A user can view the General tab on his or her properties page. He or she cannot view this tab on the properties page of another user.
     • A role with a higher priority value cannot see it for another user.
     • User managers cannot view it for their direct reports.
     • A role with the ‘Manage any profile’ permission in the identity store cannot view it for other users.

9. In the Access Level drop-down list, select a security role. Users of this role and roles with a priority value higher than it can add and update the values of fields on this tab. If group owners/user managers fall in a lower priority role, they cannot update the fields on the tab for their respective groups/direct reports. See Priority.

   • Select Never to make the tab and its fields read-only for all users.

   • Select Manager and Owner to enable the owner (in case of a group) or manager (in case of a user or contact) to specify or modify the value of the fields on the tab. It would be read-only for other users, such as group members or the respective user. For example, if Manager and Owner is selected for the Email tab in group properties, it means that:

     • Only group owners can specify or modify the values of fields on this tab for their respective groups in the portal.
     • A role with a higher priority value cannot specify or update field values.
     • Group members cannot specify or update field values.
     • A role with the ‘Manage any Group’ permission in the identity store cannot specify or update field values.

   • If you have selected ‘User’ or ‘Mailbox’ in the Select Directory Object list, the Self option is available in the Access Level drop-down list.
     Select Self to enable the respective user or mailbox to specify or modify the value of the fields on the tab. The tab would be read-only for the user’s manager and other users. For example, if Self is selected for the General tab in user properties, it means that:

     • Only the user can add and update the values of fields on the General tab of his or her properties page.
     • A role with a higher priority value cannot specify or update field values.
     • The user’s manager cannot specify or update field values.
     • A role with the ‘Manage any profile’ permission in the identity store cannot specify or update field values.

10. To add fields to the tab, see the Add a Field to a Tab topic.

11. Click OK.

12. Click Save on the Properties page.

Update Tab Details

You can change the following for a tab:

• Tab name
• Visibility level
• Access level
• Add and remove fields from the tab

To update a tab:

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Properties in the left pane.
5. On the Properties page, select a directory object in the Select Directory Object list.
6. In the Name list, click Edit for the tab you want to update.
7. On the Edit Design Category pane, update the tab details. Refer to step 7 and onwards in the Add a Tab (Category) topic for details.

Remove a Tab

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Properties in the left pane.
5. On the Properties page, select a directory object in the Select Directory Object list.
6. In the Name list, click Remove for a tab to remove it.
7. Click Save.

Add a Field to a Tab

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.

2. Click the ellipsis button for a portal and select Settings.

3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.

4. Click Properties in the left pane.

5. On the Properties page, select a directory object in the Select Directory Object list.

6. In the Name list, click Edit for the tab you want to add a field to.

7. On the Edit Design Category pane, click Add Field; the Add Field pane is displayed.

8. In the Field drop-down list, select a schema attribute to link to this field.
   Updating the field in the portal is akin to updating the value of this attribute.

9. In the Display Name box, enter a display name for the field. This name is the field’s label on the tab.

10. In the Display Type drop-down list, select the display type to use for rendering this field on the tab.
    The list contains basic display types and custom display types defined on the Custom Display Types page. See the Display Type Categories topic.

11. In the Visibility Level drop-down list, select a security role. The tab would be visible to users of this role and roles with a priority value higher than this role. It would not be visible to group owners (for their respective groups) and user managers (for their direct reports) if they fall under a lower priority role. See Priority.

    • Select Never to hide the field from all users.

    • Select Manager and Owner to make the field visible only to the owner (in case of a group) or manager (in case of a user or contact). It would be hidden from other users, such as group members or a user. For example:

      • If Manager and Owner is selected for the Expiration Date field on the General tab in group properties, the field would be visible to group owners for their respective groups in the portal.
      • If Manager and Owner is selected for the Manager field on the Organization tab in user properties, the field would be visible to managers for their direct reports in the portal.

    • If you have selected ‘User’ or ‘Mailbox’ in the Select Directory Object drop-down list, the Self option is also available in the Visibility Level drop-down list. Select Self to make the field visible to the respective user or mailbox. It would be hidden from other users, such as the user’s manager. For example, if Self is selected for the Notes field on the Phone/Notes tab in user properties, it means that:

      • A user can view the field on his or her properties page only. He or she cannot see this field on the properties page of another user.
      • A role with a higher priority value cannot view it for another user.
      • User managers cannot view it for their direct reports.
      • A role with the ‘Manage any profile’ permission in the identity store cannot view it for other users.

12. In the Access Level drop-down list, select a security role. Users of this role and roles with a priority value higher than this role can add and update the value of this field. If group owners/user managers fall in a lower priority role, they cannot able to update the value of the field for their respective groups/direct reports. See Priority.

    • Select Never to make this field read-only for all users.

    • Select Manager and Owner to enable only the owner (in case of a group) or manager (in case of a user or contact) to specify or modify the value of this field. It would be read-only for other users, such as group members or the respective user. For example, if Manager and Owner is selected for the Expiration Date field on the General tab in group properties, it means that:

      • Only group owners can specify or modify the value of this field for their groups in the portal.
      • A role with a higher priority value cannot specify or update the field value.
      • Group members cannot specify or update the field value.
      • A role with the ‘Manage any Group’ permission in the identity store cannot specify or update the field value.

    • If you have selected ‘User’ or ‘Mailbox’ in the Select Directory Object list, the Self option is available in the Access Level drop-down list. Select Self to enable the respective user or mailbox to specify or modify the value of the field. The field would be read-only for other users, such as the user’s manager or a role with a higher priority value. For example, if Self is selected for the Notes field on the Phone / Notes tab in user properties, it means that:

      • Only the respective user can add and update the value of this field on the Phone / Notes tab in his or her properties page.
      • A role with a higher priority value cannot specify or update the field value.
      • The user’s manager cannot specify or update the field value.
      • A role with the ‘Manage any profile’ permission in the identity store cannot specify or update the field values.

13. Click Advanced Options to display additional fields.

14. As mentioned for visibility level and access level, the field is visible and editable for members of the selected role and roles with a priority value higher than it.
    In the Exclude Roles area, select the check boxes for the higher priority role(s) to deny them access and visibility on the field.

15. In the Tooltip Text box, enter the text to display when a user hovers the mouse over the field.

16. In the Max Length box, enter a number that represents the maximum number of characters that users can enter as value for this field.
    Entering 0 indicates that users can enter an unlimited number of characters as value.

17. Use the Search Object Types area to specify the object types (User, Contact, and/or Group) that can be searched on the portal’s Find dialog box, to set as value for the field.
    The following display types support the Find dialog box:

    • DN
    • DNs
    • Custom display types created with the Grid type

    When you select any of these display types, GroupID identifies that the value for the field has to be searched and selected using the Find dialog box. The Search Object Types area is displayed, where you can select the required object type(s). For example, if you select Group, only groups can be searched and selected as value for the field.
    You can launch the Find dialog box from multiple portal pages to search for objects to designate as owners, managers, additional owners, members, and more. While specifying the searchable object type(s), you must be aware of the kind of value the field requires.

18. Select the Is Required check box to make it mandatory for users to provide a value for the field.

19. Select the Is Read Only check box to make the field read-only.

20. Select the Filter Bad Words check box to ensure that users do not enter any bad word in this field.
    A value entered for the field is checked against the words listed on the Bad Words List page. Matched values cannot be saved. See the Manage the Bad Words List topic.

21. The Image Attribute list is available when ‘DN’ is selected as the display type. This list supports ‘thumbnailPhoto’ as its value.

    • Select the ‘thumbnailPhoto’ attribute in the Image Attribute drop-down list when you want to auto upload an image for the field. Let’s assume you apply this setting for the Primary Manager field in group properties. In the portal, the primary manager's image will be displayed alongside his or her name on the group properties page.
      Note that for the image to display, the ‘thumbnailPhoto’ attribute must have a value stored; in case of no value, an image placeholder is displayed.
    • If you do not want to auto upload an image for the field, clear the value in the Image Attribute box.

22. Click OK.
    The field is displayed in the Fields area on the Edit Design Category pane. You can rearrange the fields, update field details, and even remove a field from the tab.

23. Click OK.

24. Click Save on the Properties page.

Update a Field

You can change the following for a field:

• The name of the field (used as the field’s label in the portal)
• The schema attribute linked with the field
• The display type used to render the field in the portal
• Visibility level
• Access level
• Tooltip

The following field properties vary from field to field. You can:

• Specify the maximum characters that a user can enter as value for the field
• Make the field editable or read–only
• Place a check that prevents users from using certain words as value for the field
• Make it optional or mandatory for users to provide a value for the field
• For search fields, you can specify the object types (groups, users, contacts) that can be searched and set as field value
• Specify whether to auto upload user photos with fields that require user names as value

To update a field:

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Properties in the left pane.
5. On the Properties page, select a directory object in the Select Directory Object list.
6. In the Name list, click Edit for the tab you want to update a field for.
7. On the Edit Design Category pane, click Edit for a field.
8. On the Edit Field pane, update the field details. Refer to step 8 and onwards in the Add a Field to a Tab topic to update the required details and save the changes.

Rearrange the Fields on a Tab

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Properties in the left pane.
5. On the Properties page, select a directory object in the Select Directory Object list.
6. In the Name list, click Edit for the tab you want to rearrange the fields for.
7. On the Edit Design Category pane, the Fields area displays the fields on the tab.
   To rearrange the fields, click the equal sign for a field and drag to change its position.
8. Click OK.
9. Click Save on the Properties page.

Remove a Field from a Tab

1. In Admin Center, select Applications in the left pane.
   On the GroupID Portal tab, a portal's card displays its info.
2. Click the ellipsis button for a portal and select Settings.
3. Select an identity store under Design Settings to customize the portal for it.
   All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
4. Click Properties in the left pane.
5. On the Properties page, select a directory object in the Select Directory Object list.
6. In the Name list, click Edit for the tab you want to remove a field from.
7. On the Edit Design Category pane, the Fields area displays the fields on the tab.
   Click Remove for a field to remove it.
8. Click OK.
9. Click Save on the Properties page.

See Also

• Design a Portal with Display Types