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Note: A garbage can with a red X indicates a group is applied to rules.
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After you define a profile field, it is best practice to create a drop-down menu to define the policy.
From Settings tab in the partner dashboard dashboard home page, select Profile Field Settings.
Select Customize Profile Fields to display the Customizable Profile Fields screen.
Select the desired field to display the MIS Field screen. In this example, the MIS Field 7 field is displayed.
Click Select the Field Type arrow to select List.
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In Option Labels and Values,enter the list items for the drop-down menu
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Default=Default - Indicates Everyone Group.
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Manager=Manager - Indicates Manger Group.
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VIP=VIP - Indicates VIP Group.
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Before the equals sign - Customer view
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.
The text before the equal sign = is displayed to the customer.
The text after the equal sign = is written to the GDS to configure groups, upload HR feeds/profile upload files, and for web services.
Note: Due to GDS restrictions
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, be sure to refrain from using special characters, such as
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%^^&$#@!,
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after the equals sign
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.
This field is case sensitive. Therefore, be sure to enter the data in this field is exactly how it will be entered in the group configuration.
It is recommended to enter the list in
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alphanumeric order to make it easier to add and remove data from the field.
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In this example:
Default=Default indicates Everyone Group.
Manager=Manager indicates Manager Group.
VIP=VIP indicates VIP Group.
In Default, select No value as a default.
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The admin will see
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“Select One” in the profile, if a policy has not been selected or update through other services such as the HR feed.
Select Save
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Create and Configure New Groups
To create a new group:
From the Partner Dashboard, select the Groups tab to display the Groups Overview screen.
From the Overview screen, select you can either:
Select Add a New Group to
create a new group.
Select a group name to edit an existing group.
In Group Name, enter an easily recognizable name for the group. In this example, the VIP group is created.
In Group Description, enter a brief definition for the new group.
In the Group Use section, select the rules that define this group. Please note that:
Note: Typically only Service Rules are applied to all groups because the other rule types are inherited.
Service Rules
Required. Allows you to apply rules such as policy, policy display, rail services, and car services.Account Rules
No longer used.Groupware Rules
Inherited. Calendar or ICal integration.
Note: Do not check this box.Display Options Rules
Inherited. Display configuration, date, time, currency and time zone.
Note: Do not check this box unless you need groups to default to a different display configuration. For example, groups with users in different regions, such as the United States and United Kingdom.Web Services Rules
Inherited. Profile synchronization.
Note: Do not check this box unless the group synchronizes to a different PCC or company profile.Mobile Rules
Inherited. Allows for mobile access.
Note: Do not check this box unless a group should not have access to the Deem mobile app, while another group should have access.Dynamic Profile Attribute Assignment Rules
No longer used.
After you select a Rules checkbox, the Group Parameters are displayed.
Select the drop-down arrows to complete one or more parameters for the selected rule.
Data fields are case sensitive.
The group parameter data entered must be exactly the same as the data in the corresponding profile field that.
For the Guest data field, duplicate the name in the user account.
ExamplesGuest Group
In this example, the parameters for the Guestgroup are defined as all users with the first name of Guest in the profile.Parameter value [first list]: Select Users.
Profile attribute [second list]: Select First Name.
Clarification attribute [third list]: Equals.
Data field: Enter Guest.
Manager Group
The first parameter defines the Manager value.
Parameter value [first list]: Select Users.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Equals.
Data field: Enter Manager.
The second parameter excludes Guest users from also being in the Manager group. Select Add Parameter to display another parameter row.
Parameter value [first list]: Select First Name.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Not Equal to.
Data field: Enter Guest.
VIP Group uses the same type of parameters as the Manager Group.
The first parameter defines the Manager value.
Parameter value [first list]: Select Users.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Equals.
Data field: Enter VIP.
The second parameter excludes Guest users from also being in the VIP group. Select Add Parameter to display another parameter row.
Parameter value [first list]: Select First Name.
Profile attribute [second list]: Select Policy Group.
Clarification attribute [third list]: Not Equal to.
Data field: Enter Guest.
After all values are completed for a parameter, select Save.
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Task | Process / Helpful Hint |
Enable Service Rules | Prior to testing, validate the Service Rules have been activated for each group. You will need to activate each group that is not currently active.
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Test Group | Be sure to run a few tests to ensure profiles are being passed to the appropriate group. There are two ways to verify if this is working as you intended. Both will require you to have profiles built in the site, either test accounts or client accounts. First test to confirm group is working:
Second test to confirm group is working:
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