Assigning account definitions to departments, cost centers, and locations
Assign account definitions to departments, cost centers, and locations in order to assign identities to them through these organizations.
To add account definitions to hierarchical roles
-
In the Manager, select the SharePoint > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Assign organizations task.
-
In the Add assignments pane, assign the organizations:
-
On the Departments tab, assign departments.
-
On the Locations tab, assign locations.
-
On the Cost centers tab, assign cost centers.
TIP: In the Remove assignments pane, you can remove assigned organizations.
To remove an assignment
- Save the changes.
Assigning account definitions to business roles
NOTE: This function is only available if the Business Roles Module is installed.
You can assign account definitions to business roles in order to assign them to identities through business roles.
To add account definitions to hierarchical roles
-
In the Manager, select the SharePoint > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Assign business roles task.
-
In the Add assignments pane, select the role class and assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.
To remove an assignment
- Save the changes.
Assigning account definitions to all identities
Use this task to assign the account definition to all internal identities. Identities that are marked as external do not obtain this account definition. Once a new internal identity is created, they automatically obtain this account definition. The assignment is calculated by the DBQueue Processor.
IMPORTANT: Only run this task if you can ensure that all current internal identities in the database and all pending newly added internal identities obtain a user account in this target system.
To assign an account definition to all identities
-
In the Manager, select the SharePoint > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Change main data task.
-
Select the Disable automatic assignment to identities task.
-
Confirm the security prompt with Yes.
- Save the changes.
NOTE: To automatically remove the account definition assignment from all identities, run the Disable automatic assignment to identities task. The account definition cannot be reassigned to identities from this point on. Existing assignments remain intact.
Assigning account definitions directly to identities
Account definitions can be assigned directly or indirectly to identities. Indirect assignment is carried out by allocating identities and account definitions in company structures, like departments, cost centers, locations, or business roles.
To react quickly to special requests, you can assign account definitions directly to identities.
To assign an account definition directly to identities
-
In the Manager, select the SharePoint > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Assign to identities task.
-
In the Add assignments pane, add identities.
TIP: In the Remove assignments pane, you can remove assigned identities.
To remove an assignment
- Save the changes.
.