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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

Displaying business roles

You can see any of the business roles and their details.

To display business roles

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

  2. In the Data Explorer navigation click Business roles.

    This opens the Business Roles page and displays all the business roles.

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

Displaying and editing business role main data

You can see and edit the system roles' main data.

To display and edit a business role's main data

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

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

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

  4. In the Edit Business Roles pane, make your changes in the relevant fields.

    Table 37: Business role main data

    Property

    Description

    Business role

    Enter a full, descriptive name for the business role.

    Short name

    Enter a short name for the business role.

    Internal name

    Enter a company internal name for the business role.

    Description

    Enter a description for the business role.

    Role class

    When you create the business role: Select the role class of the business role.

    To differentiate between different business roles, define company specific role classes. Role classes are used to specify which company resource assignments are possible through roles in a role class.

    Parent business role

    Click Assign/Change and select a business role to be the parent business role for organizing the business role hierarchically. If you want the business role at the root of a business role hierarchy, leave the field empty.

    Role type

    Select the role type of the business role.

    Role types are mainly used to regulate approval policy inheritance.

    Role approver

    Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the business role.

    Role approver (IT)

    Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the business role.

    Manager

    Select the manager who is responsible for the business role.

    2nd Manager

    Select an identity to act as a deputy to the business role's manager.

    Additional manager

    Click Assign/Change and select a cost center. Members of the selected application role are responsible for the department.

    Employees do not inherit

    Select this check box if you want to temporarily prevent identities from inheriting this business role.

    Comment

    Enter a comment for the business role.

  5. Click Save.

Copying/splitting 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. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, 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 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.

    TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).

  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.

Related topics

Managing business role memberships

As soon as a business role is assigned to an identity, the identity becomes a member in the business role.

Detailed information about this topic
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