3.2 Adding and editing people

You can view or edit the records of people, or remove them from the database.

3.2.1 Viewing a person's details

  1. From the People category, click View Person.
  2. Use Find Person to search for the person whose details you want to see.

  3. Click the box to the left of the name of the person whose details you want to see.

    The Personal tab displays the personal details of the user.

    The Account tab contains the details of the user's account in the directory.

    The Credentials tab displays information about all credentials related to the person's account; it displays pending requests and details of current credentials, including the history of each credential and information about the certificates it contains.

    Note: The Credentials tab appears only if your role includes the View Device Details option in the Cards section of the Edit Roles workflow.

    The History tab contains details of the person's account history.

    Note: The History tab appears only if your role includes the View Device Details option in the Cards section of the Edit Roles workflow.

    Note: You must have either the View Full Audit or View User Audit permissions to view the history for a user. See the Audit scope section of the Administration Guide for details.

    Click the links to view the detailed list of changes.

  4. To finish the workflow, click OK.

3.2.2 Editing a person

The Edit Person workflow allows you to edit the details of a person in the database.

You can also use the Edit Person workflow to find a person in your directory and make their details available to MyID. See the Using an LDAP directory section of the Administration Guide for details of setting up the connection to your directory.

  1. From the People category, click Edit Person.
  2. Use the Find Person stage to search for the person whose details you want to edit.

  3. Click the box to the left of the name of the person whose details you want to edit.

    The Edit Details stage displays existing information about the person.

    The Personal tab displays the details of the person.

    You cannot edit any details that have been populated from the directory, but you can edit any other details.

  4. You can select the roles available to the person.

    If you clear all the roles assigned to a user, you can still save the user record; however, the user is not saved without any roles, but retains all of their previous roles.

    Note: If you use the Select Roles dialog to edit a user, if a role that the user previously held has been removed from the user's group, it appears in the list with (No longer available) appended after the name – when you click OK, any such roles will be removed from the user's roles.

  5. The Account, Credentials, and History tabs are the same as those used to view a person – see section 3.2.1, Viewing a person's details for details.

    The Credentials and History tabs appear only after you have added the person to the MyID database; they do not appear while you are using the Edit Person workflow to add a person from the directory.

  6. To finish the workflow, click Save.

3.2.3 Removing a person

You can remove a person from the system, revoking any certificates and canceling any devices that have been issued to them.

To remove a person:

  1. From the People category, click Remove Person.

  2. Use the Find Person stage to search for the person whose details you want to remove.

    The Display Details stage shows the person's title, first name, initial, last name and employee ID.

  3. If you are sure you have selected the correct person, click Confirm.

  4. Select the reason you are removing the person and add a comment.

    See section 6.3, Certificate reasons for details of the effect of the different reasons.

The person is removed from the MyID system. Removing a person from MyID does not remove the user from the directory.