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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

Removing identities from my system roles

You can remove identities from system roles by deleting the corresponding memberships.

To remove a system role from an identity

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click System roles.

  3. On the System Roles page, next to the system role with a membership you want to delete, click Edit.

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

  5. On the Memberships tab, click Secondary Memberships.

  6. Select the check box next to the membership you want to delete.

  7. Click Remove.

  8. In the Remove Memberships pane, click Remove memberships.

Managing system role entitlements

Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. Assigning identities to system roles avoids you having to assign entitlements separately to each identity. All a system role's entitlements are automatically assigned to all the identities assigned to the system role.

Detailed information about this topic

Displaying system role entitlements

You can see entitlements assigned to system roles.

To display entitlements

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click System roles.

  3. On the System Roles page, next to the system role whose entitlements you want to display, click Edit.

  4. In the Edit System Role pane, click the Entitlements tab.

Adding entitlements to system roles

You can add entitlements to system roles. You do this through a request.

To add an entitlement to a system role

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click System roles.

  3. On the System Roles page, next to the system role you want to add an entitlement to, click Edit.

  4. In the Edit System Role pane, click the Entitlements tab.

  5. On the Entitlements tab, click Request entitlements.

  6. In the Request Entitlements dialog, in the Select the type of entitlement to add, select which type of entitlement you want to add.

  7. Next to the entitlement you want to add, select the check box.

  8. Click Apply.

  9. Close the Edit System Role pane.

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

  11. On the Shopping Cart page, click Submit.

    After the request has been granted approval, the entitlement is added to the system role.

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