You can use the Web Portal to manage business roles.
You can use the Web Portal to manage business roles.
You can display any of the business roles and their details.
To display business roles
In the menu bar click Data administration > Data Explorer.
In the navigation, click Locations.
This opens the Business Roles page and displays all the business roles.
(Optional) To display details of a business role, click the business role.
You can create new business roles.
Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.
To create a business role
In the menu bar click Data administration > Data Explorer.
In the navigation, click Locations.
On the Business Roles page, click Create business role.
In the Create Business Role pane, enter the main data of the new business role.
Property |
Description |
---|---|
Business role |
Enter a full, descriptive name for the business role. |
Short name |
Enter a short name for the business role. |
Internal name |
Enter a company internal name for the business role. |
Description |
Enter a description for the business role. |
Role class |
When you create the business role: Select the role class of the business role. To differentiate between different business roles, define company specific role classes. Role classes are used to specify which company resource assignments are possible through roles in a role class. |
Parent business role |
Click Select/Change and select a business role to be the parent business role for organizing the business role hierarchically. If you want the business role at the root of a business role hierarchy, leave the field empty. |
Role type |
Select the role type of the business role. Role types are mainly used to regulate approval policy inheritance. |
Role approver |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
Role approver (IT) |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
Manager |
Select the manager who is responsible for the business role. |
Deputy manager |
Select an identity to act as a deputy to the business role's manager. |
Additional managers |
Click Select/Change and select an application role. Members of the selected application role are responsible for the department. |
Identities do not inherit |
Select this check box if you want to temporarily prevent identities from inheriting this business role. |
Comment |
Enter a comment for the business role. |
Click Create.
You can display and edit the system roles' main data.
To display and edit a business role's main data
In the menu bar click Data administration > Data Explorer.
In the navigation of the Data Explorer, click Business roles.
On the Business Roles page, click the business role whose main data you want to display/edit.
In the Edit Business Role pane, edit the main data.
Property |
Description |
---|---|
Business role |
Enter a full, descriptive name for the business role. |
Short name |
Enter a short name for the business role. |
Internal name |
Enter a company internal name for the business role. |
Description |
Enter a description for the business role. |
Role class |
When you create the business role: Select the role class of the business role. To differentiate between different business roles, define company specific role classes. Role classes are used to specify which company resource assignments are possible through roles in a role class. |
Parent business role |
Click Select/Change and select a business role to be the parent business role for organizing the business role hierarchically. If you want the business role at the root of a business role hierarchy, leave the field empty. |
Role type |
Select the role type of the business role. Role types are mainly used to regulate approval policy inheritance. |
Role approver |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
Role approver (IT) |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the business role. |
Manager |
Select the manager who is responsible for the business role. |
Deputy manager |
Select an identity to act as a deputy to the business role's manager. |
Additional managers |
Click Select/Change and select an application role. Members of the selected application role are responsible for the department. |
Identities do not inherit |
Select this check box if you want to temporarily prevent identities from inheriting this business role. |
Comment |
Enter a comment for the business role. |
Click Save.
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