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Identity Manager 9.1.3 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Removing identities from my business roles

You can remove business roles from identities, for which you are responsible, by deleting or unsubscribing the relevant memberships.

To remove a business role from an identity

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Business roles.

  3. On the Business Roles page, next to the business role with a membership you want to delete, click Edit.

  4. In the Edit Business Role pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary Memberships.

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

  7. Click Remove.

  8. In the Remove Memberships pane, click Remove memberships.

  9. If the member was assigned through a dynamic role, perform the following actions:

    1. (Optional) In the Specify Reason for Exclusion dialog, specify why you want to remove the member.

    2. Click Exclude members.

Managing my business roles' entitlements

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

Detailed information about this topic

Displaying my business roles' entitlements

You can display entitlements that are assigned business roles for which you are responsible.

To display entitlements

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Business roles.

  3. On the Business Roles page, next to the business role whose entitlements you want to display, click Edit.

  4. In the Edit Business Role pane, click the Permissions tab.

Adding entitlements to my business roles

You can add entitlements to business roles for which you are responsible. You do this through requests.

To add an entitlement to a business role

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Business roles.

  3. On the Business Roles page, next to the business role you want to add an entitlement to, click Edit.

  4. In the Edit Business Role pane, click the Entitlements tab.

  5. On the Entitlements tab, click Request entitlements.

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

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

  8. Click Apply.

  9. Close the Edit Business Role pane.

  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 business role.

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