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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Removing identities from my system roles

You can remove identities from system roles by deleting the corresponding memberships.

To remove a system role from an identity

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

  3. On the System Roles page, click the system role that has a membership you want to delete.

  4. In the Edit System Role side panel, click on the Memberships tab.

  5. Select the check box next to the membership you want to delete.

  6. Click Remove.

  7. (Optional) In the Remove Memberships side panel, perform the following:

    • For assignment requests: In the Reason for unsubscribing the membership field, enter why you want to remove the membership.

    • For memberships assigned through dynamic roles: In the Reason for excluding the members field, enter why you want to delete the memberships.

  8. Click Delete memberships.

    TIP: If you only selected direct memberships, confirm the prompt in the Remove Memberships dialog with Yes.

Managing system role entitlements

Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. Assigning identities to system roles avoids you having to assign entitlements separately to each identity. All a system role's entitlements are automatically assigned to all the identities assigned to the system role.

Detailed information about this topic

Displaying system role entitlements

You can display entitlements assigned to system roles.

To display entitlements

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

  3. On the System Roles page, click the system role whose entitlements you want to display.

  4. In the Edit System RoleEdit Application Role side panel, click the tab.

Adding entitlements to system roles

You can add entitlements to system roles. You do this through a request.

To add an entitlement to a system role

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

  3. On the System Roles page, click the system role to which you want to add an entitlement.

  4. In the Edit System RoleEdit Application Role side panel, click the tab.

  5. On the Entitlements tab, click Request entitlements.

  6. In the Request Entitlements dialog, in the Select the type of entitlement to add drop-down, select which type of entitlement you want to add.

  7. Next to the entitlement you want to add, select the check box.

  8. Click Move to shopping cart.

  9. Close the Edit System Role side panel.

  10. In the menu bar, click Requests > Shopping cart.

  11. On the Shopping Cart page, click Submit.

    After the request has been granted approval, the entitlement is added to the system role.

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