You can use the Web Portal to manage locations.
You can use the Web Portal to manage locations.
You can display any of the locations and their details.
To display locations
In the menu bar click Data administration > Data Explorer.
In the navigation, click Departments.
This opens the Locations page and displays all the locations.
(Optional) To display details of a location, click the location.
You can create new locations.
Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.
To create a location
In the menu bar click Data administration > Data Explorer.
In the navigation, click Departments.
On the Locations page, click Create locations.
In the Create Location pane, enter the main data of the new location.
Property |
Description |
---|---|
Location |
Enter a full, descriptive name for the location. |
Short name |
Enter a short name for the location. |
Name |
Enter an additional description for the location. |
Parent location |
Click Select/Change and select a location to be the parent location for organizing the location hierarchically. If you want the location at the root of a location hierarchy, leave the field empty. |
Manager |
Select the manager who is responsible for the location. |
Deputy manager |
Select an identity to act as a deputy to the location's manager. |
Additional manager |
Click Select/Change and select an application role. Members of the selected application role are responsible for the location. |
Attestor |
Click Select/Change and select an application role. Members of the selected application role can approve attestation cases for the location. |
Department |
Click Select/Change and select the department the location is primarily assigned to. |
Cost center |
Click Select/Change and select the cost center the location is primarily assigned to. |
Role approver |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the location. |
Role approver (IT) |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the location. |
Description |
Enter a description for the location. |
Click Create.
You can display and edit locations' main data.
To display and edit a location's main data
In the menu bar click Data administration > Data Explorer.
In the navigation of the Data Explorer, click Locations.
On the Locations page, click the locations whose main data you want to display/edit.
In the Edit Location pane, edit the main data.
Property |
Description |
---|---|
Location |
Enter a full, descriptive name for the location. |
Short name |
Enter a short name for the location. |
Name |
Enter an additional description for the location. |
Parent location |
Click Select/Change and select a location to be the parent location for organizing the location hierarchically. If you want the location at the root of a location hierarchy, leave the field empty. |
Manager |
Select the manager who is responsible for the location. |
Deputy manager |
Select an identity to act as a deputy to the location's manager. |
Additional manager |
Click Select/Change and select an application role. Members of the selected application role are responsible for the location. |
Attestor |
Click Select/Change and select an application role. Members of the selected application role can approve attestation cases for the location. |
Department |
Click Select/Change and select the department the location is primarily assigned to. |
Cost center |
Click Select/Change and select the cost center the location is primarily assigned to. |
Role approver |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the location. |
Role approver (IT) |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the location. |
Description |
Enter a description for the location. |
Click Save.
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