Dynasties Functions

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

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, Directory Manager 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

Follow the steps to manage structure of a Managerial Dynasty.

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

Follow the steps to set attribute inheritance of a 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 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 Inheritance.

4. Click Save.

Modify alias and display name templates

Follow the steps to modify alias of 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 Alias Template and Display Name Template for an Organizational/Geographical/Custom Dynasty.

4. Click Save.

Follow the steps to modify aloas of 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 Alias Template and Display Name Template for a Managerial Dynasty.

4. Click Save.