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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

Displaying location memberships

You can display which identities are assigned to certain locations.

To display memberships

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

  2. In the Data Explorer navigation, click Locations.

  3. In the list, next to the location whose memberships you want to display, click Edit.

  4. In the Edit Location pane, click the Memberships tab.

  5. (Optional) To display all primary memberships, click Primary memberships.

  6. (Optional) To view all secondary memberships, click Secondary memberships.

  7. (Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

Analyzing assignments to locations

You can see how a location assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

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

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location whose memberships you want to display, click Edit.

  4. In the Edit Location pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary memberships.

  6. Next to the corresponding membership, select the check box.

  7. Click View assignment analysis.

Adding identities to locations

You can add identities to locations.

The following assignment options are available:

To assign an identity to a location using a request

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

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location you want to add an identity to, click Edit.

  4. In the Edit Location pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary memberships.

  6. Click Request memberships.

  7. In the Select Identities pane, select the check box next to the identity you want to assign to the location.

  8. Click Request memberships.

  9. Close the Edit Location pane.

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

  11. On the Shopping Cart page, click Submit.

    Once the request has been granted approval, the identity is assigned to the location.

To add members automatically through a dynamic role

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

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location for which you want to create a dynamic role, click Edit.

  4. In the Edit Location pane, click the Memberships tab.

  5. On the Memberships tab, click Automatic memberships.

  6. Click Create dynamic role.

  7. Use conditions to specify which identities to add over the dynamic role. Perform the following actions to do this:

    1. In the Property menu, select the relevant property.

    2. In the Operator menu, select a logical operator.

    3. In the final field, specify a comparison value.

    4. (Optional) To add another condition, click Add another condition and repeat the steps.

    5. (Optional) To change the way the conditions are linked, you can toggle between And and Or by clicking the link.

    TIP: To remove a condition, click (Delete).

    For more information about customizing filter conditions, see Custom filter conditions.

  8. Click Save.

  9. (Optional) In the Calculation schedule menu, select the schedule that specifies when memberships are calculated.

  10. (Optional) To calculate memberships immediately after a relevant object is changed, select the Assignments recalculated immediately check box.

  11. Click Save.

TIP: A membership that was created through a dynamic role is labeled as Assigned by dynamic role in the memberships list.

To re-add an excluded member

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

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location you want to add again, click Edit.

  4. In the Edit Location pane, click the Memberships tab.

  5. On the Memberships tab, click Excluded members.

  6. Select the check box next to the identity you want to add again as a member.

  7. Click Remove exclusion.

Related topics

Removing identities from locations

You can remove identities from locations by deleting the corresponding memberships.

To remove a location from an identity

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

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location with a membership you want to delete, click Edit.

  4. In the Edit Location 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.

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