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.
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:
Step 1 – Click the Settings icon at the top of the page.
Step 2 – From the Identity Store Mode list, select one of the following mode:
- Stand-alone mode
- Linked mode
Step 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 Notifications topic for more information.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – From the Notification Language list, select a language for receiving the notifications.
Step 3 – Click Save.
Set the time zone
You can set the portal's date and time for your time zone.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – In the User Time Zone list, select the time zone for your region.
Step 3 – Click Save.
Set a default start page
You can set the first page you see when you log into the portal.
- Click the Settings icon at the top of the page.
- From the Default startup page list, select a page to set as your start page.
- 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.
Step 1 – Click the Settings icon at the top of the page.
Step 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.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – In the History items to display box, set the number of history items to display on the pages that display history data.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – In the Most recent objects box, type the number of recent objects to display on the navigation bar.
Step 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:
Step 1 – Click the Settings icon at the top of the page.
Step 2 – In the Domains to search list, select the domains that you use frequently in your searches.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – In the Search results per page box, type or select the number of search results to display on a page.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display additional group ownership in My Groups check box.
Step 3 – Selecting this option also displays the history of these groups in the My Groups History view.
Step 4 – 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display additional group ownership in My Expiring Groups check box.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display additional group ownership in My Expired Groups check box.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display additional group ownership in My Deleted Groups check box.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display additional group ownership in My Smart Groups check box.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display additional group ownership in My Dynasties check box.
Step 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.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – Select the Display Additional Manager Direct Reports check box.
Step 3 – Click Save.
Reset default user options
You can reset the settings on the User Settings panel to their default values.
Step 1 – Click the Settings icon at the top of the page.
Step 2 – On the User Settings page, click Reset Defaults.
The following table lists the default values that are reset:
| Option | Default Value |
|---|---|
| Identity Store Mode | Stand-alone |
| Notification Language | English |
| User Time Zone | The time zone set on the GroupID server machine. |
| Default startup page | Welcome |
| History items to display on home page | 10 |
| History items to display | 10 |
| Most recent objects | 5 |
| Domains to Search | Entire Directory |
| Search results per page | 25 |
| Display additional group ownership check boxes | Not selected |
| Display Additional Manager Direct Reports | Not selected |