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Identity Manager 9.1.3 - Administration Guide for Connecting to SharePoint

Managing SharePoint environments Setting up SharePoint farm synchronization Basic data for managing a SharePoint environment SharePoint farms SharePoint web applications SharePoint site collections and sites SharePoint user accounts SharePoint roles and groups
SharePoint groups SharePoint roles and permission levels
Permissions for SharePoint web applications Reports about SharePoint objects Configuration parameters for managing a SharePoint environment Default project template for SharePoint

Additional tasks for managing SharePoint user accounts

After you have entered the main data, you can run the following tasks.

Displaying the SharePoint user account overview

To obtain an overview of a user account

  1. Select the SharePoint > User accounts (group authenticated) or the SharePoint > User accounts (user authenticated) category.
  2. Select the user account in the result list.
  3. Select the SharePoint user account overview task.

Assigning SharePoint groups directly to a SharePoint user account

Groups can be assigned directly or indirectly to a user account. Indirect assignment is carried out by allocating the employee and groups in hierarchical roles, such as departments, cost centers, locations, or business roles. If the employee has a SharePoint user account, groups in the hierarchical roles are inherited by this user account. Groups can only be directly assigned to group authenticated user accounts.

Only groups from the site collection to which the user account belongs can be assigned. You cannot directly assign groups that have the Only use in IT Shop option set.

To assign groups directly to user accounts

  1. Select the SharePoint > User accounts (group authenticated) or the SharePoint > User accounts (user authenticated) category.
  2. Select the user account in the result list.
  3. Select the Assign groups task.

  4. In the Add assignments pane, assign the groups.

    TIP: In the Remove assignments pane, you can remove the assignment of groups.

    To remove an assignment

    • Select the group and double-click .

  5. Save the changes.
Related topics

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. You cannot directly assign SharePoint roles that have the Only use in IT Shop option set.

NOTE: SharePoint roles that reference permission levels set with Hidden cannot be assigned to user accounts.

To assign SharePoint roles directly to user accounts

  1. Select the SharePoint > User accounts (group authenticated) or the SharePoint > User accounts (user authenticated) category.
  2. Select the user account in the result list.
  3. Select the Assign SharePoint roles task.
  4. In the Add assignments pane, assign roles.

    - OR -

    In the Remove assignments pane, remove the roles.

  5. Save the changes.
Related topics
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