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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Managing my team role memberships

As soon asaour a team role is assigned to an identity, the identity becomes a member of the system role.

Detailed information about this topic

Displaying memberships in my team roles

You can display identities that have your team roles assigned to them.

To display identities with a team role assigned to them

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Memberships tab.

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

  5. (Optional) To display all secondary memberships, click Secondary memberships.

  6. (Optional) To display all memberships that came about automatically through a dynamic role, click Automatic 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 my team roles

You can display how your team role assignment came about by displaying an assignment analysis for the corresponding membership

To display the assignment analysis for a membership

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Memberships tab.

  4. On the Memberships tab, click Secondary memberships.

  5. Click the membership to display its assignment analysis.

Assigning identities to my team roles

You can assign team roles to identities.

The following assignment options are available:

To assign an identity to a team role using a request

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Memberships tab.

  4. On the Memberships tab, click Secondary memberships.

  5. Click Request memberships.

  6. In the Request Memberships side panel, next to the identity to which you want to assign the team role, select the check box.

  7. Click Request memberships.

  8. Close the Edit Team Role side panel.

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

  10. On the Shopping Cart page, click Submit.

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

To add members automatically through a dynamic role

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Memberships tab.

  4. On the Memberships tab, click Automatic memberships.

  5. Click Create dynamic role.

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

    1. In the Property drop-down, select the relevant property.

    2. In the Operator drop-down, select a logical operator.

    3. In the Value field, set the 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, next to Logical operator, click And or Or.

    TIP: To remove a condition, click (delete) next to the condition.

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

  7. Click Save.

  8. (Optional) In the Calculation schedule drop-down, select the schedule that specifies when memberships are calculated.

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

  10. 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. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Memberships tab.

  4. On the Memberships tab, click Excluded members.

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

  6. Click Remove exclusion.

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