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Identity Manager 8.2 - Administration Guide for Connecting to SharePoint

Managing SharePoint environments Setting up SharePoint farm synchronization Basic data for managing a SharePoint environment SharePoint farms SharePoint web applications SharePoint site collections and sites SharePoint user accounts SharePoint roles and groups
SharePoint groups SharePoint roles and permission levels
Permissions for SharePoint web applications Reports about SharePoint objects Configuration parameters for managing a SharePoint environment Default project template for SharePoint

Assigning SharePoint roles to departments, cost centers and locations

Assign SharePoint roles to departments, cost centers and locations in order to assign user accounts to them through these organizations.

To assign a SharePoint role to departments, cost centers, or locations (non role-based login)

  1. Select the SharePoint > Roles category.
  2. Select the role in the result list.
  3. Select the Assign organizations task.

  4. In the Add assignments pane, assign the organizations:

    • On the Departments tab, assign departments.

    • On the Locations tab, assign locations.

    • On the Cost centers tab, assign cost centers.

    TIP: In the Remove assignments pane, you can remove assigned organizations.

    To remove an assignment

    • Select the organization and double-click .

  5. Save the changes.

To assign SharePoint roles to departments, cost centers, or locations (role-based login)

  1. Select the Organizations > Departments category.

    - OR -

    Select the Organizations > Cost centers category.

    - OR -

    Select the Organizations > Locations category.

  2. Select the department, cost center, or location in the result list.
  3. Select the Assign SharePoint roles task.
  4. In the Add assignments pane, assign SharePoint roles.

    - OR -

    In the Remove assignments pane, remove SharePoint roles.

  5. Save the changes.
Related topics

Assigning SharePoint roles to business roles

Installed modules: Business Roles Module

You assign SharePoint roles to business roles in order to assign them to user accounts over business roles.

To assign a SharePoint role to business roles (non role-based login)

  1. Select the SharePoint > Roles category.
  2. Select the role in the result list.
  3. Select the Assign business roles task.
  4. In the Add assignments pane, assign business roles.

    - OR -

    In the Remove assignments pane, remove business roles.

  5. Save the changes.

To assign SharePoint roles to a business role (non role-based login)

  1. Select the Business roles > <role class> category.
  2. Select the business role in the result list.
  3. Select the Assign SharePoint roles task.
  4. In the Add assignments pane, assign SharePoint roles.

    - OR -

    In the Remove assignments pane, remove SharePoint roles.

  5. Save the changes.
Related topics

Assigning SharePoint user accounts directly to a SharePoint role

SharePoint roles can be assigned directly or indirectly to user accounts. Indirect assignment can only be used for user authenticated user accounts. Direct assignment can only be used for group and user authenticated user accounts.

User accounts and SharePoint roles must belong to the same site collection.

NOTE: SharePoint roles that reference permission levels and have the option hidden set, cannot be assigned to user accounts.

To assign a SharePoint role directly to user accounts

  1. Select the SharePoint > Roles category.
  2. Select the role in the result list.
  3. Select the Assign user accounts task.
  4. In the Add assignments pane, assign user accounts.

    - OR -

    In the Remove assignments pane, remove user accounts.

  5. Save the changes.
Related topics

Assigning SharePoint groups to SharePoint roles

In order for SharePoint user accounts to obtain permissions for individual websites, assign SharePoint roles to the groups. SharePoint roles and groups must belong to the same site collection.

NOTE: SharePoint roles with the Hidden option that reference permission levels, cannot be assigned to groups.

To assign groups to a SharePoint role

  1. Select the SharePoint > Roles category.
  2. Select the role in the result list.
  3. Select the Assign groups task.
  4. In the Add assignments pane, assign groups.

    - OR -

    In the Remove assignments pane, remove groups.

  5. Save the changes.
Related topics
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