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Identity Manager 9.1 - 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

Managing my business role memberships

As soon as a business role is assigned to an identity, the identity becomes a member in the business role.

Detailed information about this topic

Displaying my business roles' memberships

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

To display identities that are assigned 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 whose memberships you want to display, click Edit.

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

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

  6. (Optional) To display 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 my business roles

You can see how a business role under your responsibility 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. On the Home page, in the My Responsibilities tile, click Business roles.

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

  4. In the Edit Business Role 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.

Assigning identities to my business roles

You can assign identities to business roles for which you are responsible.

The following assignment options are available:

To assign an identity to a business role using a request

  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 identity to, click Edit.

  4. In the Edit Business Role 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 business role.

  8. Click Request memberships.

  9. Close the Edit Business Roles 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 business role.

To add members automatically through a dynamic 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 for which you want to create a dynamic role, click Edit.

  4. In the Edit Business Role 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. 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 again, click Edit.

  4. In the Edit Business Role 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.

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