Community Maintenance - IDAM bar

Owned by Former user (Deleted)
Last updated: Mar 04, 2017 by Former user (Deleted)
2 min read

Use the IDAM bar to maintain community links to the IDAM (Identity and Access Manager) database.

 Opening the IDAM bar

To open the IDAM bar:

  1. Select Community from the SynWeb main menu.
    The Community Maintenance Search Criteria window is displayed.
  2. Search for a community member. See Searching for community members.
  3. Click on the IDAM bar.

    Tip:     You can click anywhere on a navigation bar other than the caption to open it.

    The IDAM bar of the Community Maintenance window is displayed.


Community Maintenance - IDAM bar key fields and buttons
Fields

Field

Description

Record Exists on IDAM

Confirms that the current Community member has an existing IDAM record.
 

Note: This field is automatically selected when the Community member is linked to an IDAM record. See Identity and Access Manager (IDAM) Search Results window.

IDAM Guid

Community member's 32-digit Global Unique identifier (GUID) from the IDAM server.

IDAM Login

User login to the IDAM database.


Buttons

Button

Description

Manage the community member's link to IDAM.
You can:

  • click Link to link the Community member to IDAM
  • click Unlink to remove the link to IDAM.

Common fields

Field

Description

Search Filter

The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Common buttons

Button

Description

Create a new community member. See Creating community members.

Delete the selected community member. See Deleting community members.

Display the Community Maintenance Search Criteria window.
You can update the search criteria and search for new community members. See Searching for community members.

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Create a new task relating to the community member. See Managing tasks in the Introduction manual.

Click to break spouse links for the selected community member. See Breaking links to a spouse.

Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.

Click to refresh information for the selected community member.