16.3 Customize the Views

Enables you to configure the items displayed on the Users page for the selected client. You can also specify general settings for notifications and request forms.

To customize the views, select the client, then Customization.

16.3.1 General Settings

The General settings specify how the client responds upon user login and when the user initiates forms.

Notification Expiry

Specifies the number of days before a task or role expires that the application begins displaying a notification when the user logs in.

Open Request Form in a New Window

Specifies whether the application opens a new window or a dialog box when the user makes a new request for permissions. When selected, the application opens a new window.

Open Approval Form in a New Window

Specifies whether the application opens a new window or a dialog box when the user selects task to approve. When selected, the application opens a new window.

Enable Task Bulk Approval

Allows the client users to approve or deny multiple requests at a time.

Feedback Message Span

Specifies the period for a information message to appear on the page.

Identity Governance URL

Specifies the Identity Governance URL.

Managers Hierarchy

Specifies the manager’s hierarchy. This helps the helpdesk users to reassign the helpdesk tickets to the managers of the specified level. You can set the hierarchy upto 3.

16.3.2 User Settings

The User settings enable you to configure the attributes displayed in the Users page for the selected client.

Card View

Represents the attributes that you want the application to display by default when the user selects Card View in the Users page.

Other Attributes

Represents additional attributes that provide details about a selected user.

Editable Attributes

Represents the attributes that can be modified for a user’s details. For most attributes, you can also enter text to serve as default values or examples to aid in new user creation, as desired.

User Search Lookup Attributes

Represents the attributes that users can define when searching for a user or filtering search results in the Users page.

User General Settings

Represents the default container for storing users and how the application responds when displaying search results.

  • Base Container

    Specifies the container in the Identity Vault that stores a newly created user.

    When creating a user, you can see this value but cannot modify it. This limitation ensures that all users are stored in the same container for that client.

  • User Search Limit

    Specifies the maximum number of users that the application can list as a result of a user search.

  • View Permissions Type

    Enable the permission types such as Roles, Resources, and PRD. This allows your client users to view or request the permission types that are selected.

    By default, all the permission types are enabled.

16.3.3 Entity Settings

You can configure the entities that are added to Identity Applications through Designer.

  1. (Conditional) To configure an entity, Click +

  2. (Conditional) If you want to modify the settings for a configured entity, select the required entity from the Navigation items list.

  3. Specify the following details:

    View Attributes

    Drag and drop the required attributes into Selected Attributes from Available Attributes.

    These attributes are displayed when you select this entity from the Entities menu.

    Base Container

    Specify the container where you want to store the objects created for this entity.

    For example,

    If you select data > group container to the group entity, the groups created using this entity will be stored under group container.

    Default Search Attribute

    Specify the attributes to search records for an entity.

    You can specify one or more search attributes.

  4. Click Save.