Identity Manager 9.0 LTS - Web Portal User Guide

You can display which identities are assigned to certain locations.

To display memberships

In the menu bar click Data administration > Data Explorer.
In the Data Explorer navigation, click Locations.
In the list, next to the location whose memberships you want to display, click Edit.
In the Edit Location pane, click the Memberships tab.
(Optional) To display all primary memberships, click Primary memberships.
(Optional) To view all secondary memberships, click Secondary memberships.
(Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

Analyzing assignments to locations

You can see how a location assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

In the menu bar click Data administration > Data Explorer.
In the Data Explorer navigation, click Locations.
On the Locations page, next to the location whose memberships you want to display, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Secondary memberships.
Next to the corresponding membership, select the check box.
Click View assignment analysis.

Adding identities to locations

You can add identities to locations.

The following assignment options are available:

To assign an identity to a location using a request

In the menu bar click Data administration > Data Explorer.
In the Data Explorer navigation, click Locations.
On the Locations page, next to the location you want to add an identity to, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Secondary memberships.
Click Request memberships.
In the Select Identities pane, select the check box next to the identity you want to assign to the location.
Click Request memberships.
Close the Edit Location pane.
In the menu bar, click Requests > Shopping cart.
On the Shopping Cart page, click Submit.

Once the request has been granted approval, the identity is assigned to the location.

To add members automatically through a dynamic role

In the menu bar click Data administration > Data Explorer.
In the Data Explorer navigation, click Locations.
On the Locations page, next to the location for which you want to create a dynamic role, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Automatic memberships.
Click Create dynamic role.
Use conditions to specify which identities to add over the dynamic role. Perform the following actions to do this:
1. In the Property menu, select the relevant property.
2. In the Operator menu, select a logical operator.
3. In the final field, specify a comparison value.
4. (Optional) To add another condition, click Add another condition and repeat the steps.
5. (Optional) To change the way the conditions are linked, you can toggle between And and Or by clicking the link.
TIP: To remove a condition, click (Delete).

For more information about customizing filter conditions, see Custom filter conditions.
Click Save.
(Optional) In the Calculation schedule menu, select the schedule that specifies when memberships are calculated.
(Optional) To calculate memberships immediately after a relevant object is changed, select the Assignments recalculated immediately check box.
Click Save.

TIP: A membership that was created through a dynamic role is labeled as Assigned by dynamic role in the memberships list.

To re-add an excluded member

In the menu bar click Data administration > Data Explorer.
In the Data Explorer navigation, click Locations.
On the Locations page, next to the location you want to add again, click Edit.
In the Edit Location pane, click the Memberships tab.
On the Memberships tab, click Excluded members.
Select the check box next to the identity you want to add again as a member.
Click Remove exclusion.