Analyzing assignments to departments
You can see how a department assignment came about by displaying an assignment analysis for the corresponding membership.
To display the assignment analysis for a membership
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Departments.
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On the Departments page, next to the department whose memberships you want to display, click Edit.
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In the Edit Department pane, click the Memberships tab.
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On the Memberships tab, click Secondary memberships.
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Next to the corresponding membership, select the check box.
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Click View assignment analysis.
Adding identities to departments
You can add identities to departments. You do this through requests.
In addition, you can re-add members who were originally assigned through a dynamic role but were excluded by removing the exclusion.
To add an identity to a department
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Departments.
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On the Departments page, next to the department you want to add an identity to, click Edit.
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In the Edit Department pane, click the Memberships tab.
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On the Memberships tab, click Secondary memberships.
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Click Request memberships.
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In the Select Identities pane, select the check box next to the identity you want to assign to the department.
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Click Request memberships.
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Close the Edit Department pane.
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In the menu bar, click Requests > Shopping cart.
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On the Shopping Cart page, click Submit.
Once the request has been granted approval, the identity is assigned to the department.
To re-add an excluded member
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Departments.
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On the Departments page, next to the department you want to add again, click Edit.
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In the Edit Department pane, click the Memberships tab.
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On the Memberships tab, click Excluded members.
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Select the check box in front of the identity you want to add again as a member.
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Click Remove exclusion.
Related topics
Removing identities from departments
You can remove identities from departments by deleting the corresponding memberships.
To remove a department from an identity
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Departments.
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On the Departments page, next to the department with a membership you want to delete, click Edit.
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In the Edit Department pane, click the Memberships tab.
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On the Memberships tab, click Secondary Memberships.
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Select the check box next to the membership you want to delete.
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Click Remove.
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In the Remove Memberships pane, click Remove memberships.
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(Optional) If the member was assigned through a dynamic role, perform the following actions:
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(Optional) In the Specify Reason for Exclusion dialog, specify why you want to remove the member.
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Click Exclude members.
Managing department entitlements
Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. By assigning entitlements to system roles you avoid having to assign entitlements separately to each identity because all the identities are automatically assigned to the departments.
Detailed information about this topic
