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Identity Manager 9.0 LTS - 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

Managing my business roles

Business roles are defined based on resources to perform specific functions.

Business roles are objects for mapping company-specific functions in One Identity Manager. Business roles map company structures with similar functionality that exist in addition to departments, cost centers, and locations. This might be projects groups, for example.

You can carry out various actions on the system entitlements that you manage and obtain information about them.

Detailed information about this topic

Displaying my business roles

You can display all the business roles for which you are responsible.

To display business roles

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Business roles.

    This opens the Business Roles page and display all the business roles for which you are responsible.

  3. (Optional) To display details of a business role, next to the business role, click Edit.

Displaying and editing my business roles' main data

You can edit the main data of the business roles for which you are responsible.

To display and edit a business role's main data

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Business roles.

  3. On the Business Roles page, next to the business role whose main data you want to show/edit, click Edit.

  4. In the Edit Business Role pane, make your changes in the corresponding fields.

  5. Click Save.

Copying/splitting my business roles

You can copy or move memberships and entitlements from business roles you are responsible for to new objects (departments, business roles, cost centers, locations).

To copy a business role or move memberships and entitlements

  1. Open the home page.

  2. On the Home page, in the My Responsibilities tile, click Business roles.

  3. On the Business Roles page, next to the business role you want to copy or whose memberships and entitlements you want to move, click Edit.

  4. In the Edit Business Role pane, click (Actions) > Split.

  5. In the Split pane, In the Type of new role menu, select which type to give the new object.

  6. Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.

  7. Click Continue.

  8. In the Select assignments to be copied or moved to the new role step, perform the following actions:

    • To neither copy nor move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep this assignment. The entitlement/membership is later only available in the source object.

    • To copy or move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep and copy new role. The entitlement/membership is included later in the source object as well as the target object.

    • To move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Move to new role. The entitlement/membership is later removed from the source object and only included in the target object.

  9. Click Continue.

  10. (Optional) In the Verify step, you verify the actions to run and deselect the check box in front of any actions that should not be run.

  11. Click Continue.

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