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Dynasties Functions

In GroupID portal, you can manage Dynasty structure and its membership using the following functions.

What do you want to do?

Manage attributes for an Organizational/Geographical/Custom Dynasty​

Dynasties are built on attributes. For example, if the Country, State, and City attributes are specified for a Geographical Dynasty, GroupID creates a Smart Group for every distinct country, then for each state within a country, and finally for each city within a state.

  1. On the left navigation bar, click Groups and then select the My Groups tab.

    You can also Directory Search the Organizational, Organizational, or custom Dynasty you want to change the attributes for.

  2. Select the required Dynasty and click Properties on the toolbar.

    The Dynasty's Group Properties page is displayed with the General tab in view.

  3. On the Dynasty Options tab, update the attributes in the Attributes area.

    Refer to the Dynasty Options page for details.

  4. Click Save.

Manage Managerial Dynasty structure​

  1. On the left navigation bar, click Groups and then select the My Groups tab.

    You can also Directory Search the Managerial Dynasty you want to restructure.

  2. Select the required Dynasty and click Properties on the toolbar.

    The Dynasty's Group Properties page is displayed with the General tab in view.

  3. On the Dynasty Options tab, modify the options related to the Dynasty structure.

    Refer to the Dynasty Options page (Managerial Dynasty) for details.

  4. Click Save.

Set attribute inheritance​

  1. On the left navigation bar, click Groups and then select the My Groups tab.

    You can also Directory Search the Dynasty you want to change the inheritance option for.

  2. Select the required Dynasty and click Properties on the toolbar.

    The Dynasty's Group Properties page is displayed with the General tab in view.

  3. On the Dynasty Options tab, select the required option from the Inheritance drop-down list.

    See the Inheritance section in Dynasty Options.

  4. Click Save.

Modify alias and display name templates​

For an Organizational/Geographical/Custom Dynasty

  1. On the left navigation bar, click Groups and then select the My Groups tab.

    You can also Directory Search the Dynasty you want to change the alias or display name template for.

  2. Select the required Organizational/Geographical/Custom Dynasty and click Properties on the toolbar.

    The Dynasty's Group Properties page is displayed with the General tab in view.

  3. On the Dynasty Options tab, use the Alias Template and Display Name Template boxes to modify the respective templates.

    For details, see the Alias Template and Display Name Template sections in Dynasty Options for an Organizational/Geographical/Custom Dynasty.

  4. Click Save.

For a Managerial Dynasty

  1. On the left navigation bar, click Groups and then select the My Groups tab.

    You can also Directory Search the Dynasty you want to change the alias or display name template for.

  2. Select the required Managerial Dynasty and click Properties on the toolbar.

    The Dynasty's Group Properties page is displayed with the General tab in view.

  3. On the Dynasty Options tab, use the Alias Template and Display Name Template boxes to modify the respective templates.

    For details, see the Alias Template and Display Name Template sections in Dynasty Options for a Managerial Dynasty.

  4. Click Save.

See Also