Using the Identity List Search and Filters

Search allows you to find identities in the Access History database. When the search field and filter are blank, all identities are included in the identity list in alphabetical order.

  1. Select the filter icon next to the search field to open the Identity Filters panel.

  2. Filter By Identity, By Role, and / or By Entitlement. (Entitlement filter will include only Managed Attributes.) Combine filters to more easily find what you need. For example, you might choose to search by both Identity and Role. Note that filtering on permissions is not supported.

    1. Select the dropdown arrows to select filter criteria options.

    2. For Identity, select from attributes that have been configured for your implementation such as Manager, Is Manager (set the value to true or false), Is Active, and Identity Type.

      Note: An identity is included in the filter results if the filter value has been true for that identity either now or at any time in the past since the beginning of Access History.

    3. For Role and Entitlement, select from the three-way toggle to view All (all roles or entitlements the identity has ever had), Current (roles or entitlements that the identity currently has), or Previous (roles or entitlements that the identity previously had but does not have now).

    4. For Entitlements, first select the application, then the attribute, then the value.

  3. Select the Apply button to apply your selection(s) or the Clear button to clear values from the filter fields. You may also select Cancel to close the dialog without applying changes to the filters.

    Note: If you have already applied filters, then reopen the filter dialog and make changes to those filters, Cancel will discard those changes but the existing filters will still apply.

—OR—

  1. In the search field, begin entering a name or email.

    1. The search and filter capabilities are a "starts with" incremental search in which suggested values are filtered in real time as letters are entered.

    2. Search by display name, first name, last name, or email. Select X to clear values from the search field.

    3. If nothing matches the value you enter, the identity list is empty.

      Note: Because a person's name may change over time, you may search using any of their names and it will bring up all results associated with that historical identity. For example, a person's name of origin and their married or changed name may both appear in a list, but selecting either one displays information for the same identity.

  2. The Identity List displays all potential matches.

    1. At the bottom of the identity list, Of Total shows the total number of identities matching your entered criteria. Select Show Next 20 to display more matches.

  3. Select an identity to view its detailed information on the right side of the screen. Only one identity can be selected at a time.