Assigning SharePoint roles directly to user accounts
SharePoint roles can be assigned directly or indirectly to a user account. Indirect assignment is carried out by assigning the employee and SharePoint roles to hierarchical roles, like departments, cost centers, locations, or business roles. If the employee has a SharePoint user account, the SharePoint roles in the hierarchical roles are inherited by the user account. SharePoint roles can only be directly assigned to group authenticated user accounts.
Only SharePoint roles from the site collection to which the user account belongs can be assigned.
NOTE: SharePoint roles that reference permission levels set with Hidden cannot be assigned to user accounts.
To assign SharePoint roles directly to user accounts
- Select the SharePoint | User accounts (group authenticated) or the SharePoint | User accounts (user authenticated) category.
- Select the user account in the result list.
- Select the Assign SharePoint roles task.
- In the Add assignments pane, assign roles.
- OR -
In the Remove assignments pane, remove the roles.
- Save the changes.
Related topics
Assigning extended properties
Extended properties are meta objects, such as operating codes, cost codes, or cost accounting areas that cannot be mapped directly in One Identity Manager.
To specify extended properties for a user account
- Select the SharePoint | User accounts (group authenticated) or the SharePoint | User accounts (user authenticated) category.
- Select the user account in the result list.
- Select the Assign extended properties task.
- In the Add assignments pane, assign extended properties.
- OR -
In the Remove assignments pane, remove extended properties.
- Save the changes.
Detailed information about this topic
- One Identity Manager Identity Management Base Module Administration Guide
Using custom authentication modes
When user accounts are added, the values of various master data are determined using templates. One Identity Manager tries to identify and classify an authentication object using user account properties during synchronization. To use custom authentication modes, the templates of different columns must be modified if necessary. Create custom templates so that authentication modes can be assigned automatically to user accounts and the login names can be correctly formatted.
To use custom authentication modes
- In the Designer, adjust the templates for the SPSUser.UID_SPSAuthSystem column (authentication mode).
- Test the template of SPSUser.ObjectKeyNamespaceItem (authentication modes) and SPSUser.LoginName columns (login name) and modify them if necessary.
Detailed information about this topic
Automatic assignment of employees to SharePoint user accounts
Table 26: Configuration parameters for automatic employee assignment
|
TargetSystem | SharePoint | PersonAutoFullSync |
This configuration parameter specifies the mode for automatic employee assignment for user accounts added to or updated in the database through synchronization. |
|
TargetSystem | SharePoint | PersonAutoDefault |
This configuration parameter specifies the mode for automatic employee assignment for user accounts added to the database outside synchronization. |
When you add a user authenticated user account, an existing employee can be assigned automatically. This mechanism can be triggered after a new user account is created either manually or through synchronization. Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee through the current mode, the user account is given, through an internal process, the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.
If you run this procedure during working hours, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the procedure again later, the changes only affect user accounts added or updated after this point in time. Existing employee assignments to user accounts remain intact.
NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use Change master data to assign employees to administrative user accounts for the respective user account.
Prerequisites:
- Group authenticated is not set in the user accounts.
- The user accounts are not assigned an authentication object
Run the following tasks to assign employees automatically.
- If you want employees to be assigned during the synchronization of user accounts, in the Designer, set the "TargetSystem | SharePoint | PersonAutoFullsync" configuration parameter and select the required mode.
- If you want employees to be assigned outside synchronization, in the Designer, set the "TargetSystem | SharePoint | PersonAutoDefault" configuration parameter and select the required mode.
- Assign an account definition to the site collection. Ensure that the manage level to be used is entered as the default manage level.
- Define the search criteria for employees assigned to the site collection.
NOTE:
The following applies for synchronization:
- Automatic employee assignment takes effect if user accounts are added or updated.
The following applies outside synchronization:
- Automatic employee assignment takes effect if user accounts are added.
Detailed information about this topic
- For more information, see the One Identity Manager Target System Base Module Administration Guide.
Related topics
