As soon as an identity is assigned to a location, the identity becomes a member in the location.
As soon as an identity is assigned to a location, the identity becomes a member in the location.
You can display identities that are assigned locations for which you are responsible.
To display identities that are assigned a location
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
On the Locations page, next to the location whose memberships you want to display, click Edit.
In the Edit Location pane, click the Memberships tab.
(Optional) To display all primary memberships, click Primary memberships.
(Optional) To display all secondary memberships, click Secondary memberships.
(Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.
You can see how a location assignment under your responsibility came about by displaying an assignment analysis for the corresponding membership.
To display the assignment analysis for a membership
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
On the Locations page, next to the location whose memberships you want to display, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Secondary memberships.
Next to the corresponding membership, select the check box.
Click View assignment analysis.
You can assign identities to locations for which you are responsible. You do this through requests.
In addition, you can re-add members who were originally assigned through a dynamic role but were excluded by removing the exclusion.
To add an identity to a location
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
On the Locations page, next to the location you want to add an identity to, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Secondary memberships.
Click Request memberships.
In the Select Identities pane, select the check box next to the identity you want to assign to the location.
Click Request memberships.
Close the Edit Location pane.
In the menu bar, click Requests > Shopping cart.
On the Shopping Cart page, click Submit.
Once the request has been granted approval, the identity is assigned to the location.
To re-add an excluded member
Open the home page.
On the Home page, in the My Responsibilities tile, click Locations.
On the Locations page, next to the location you want to add again, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Excluded members.
Select the check box in front of the identity you want to add again as a member.
Click Remove exclusion.
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