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Identity Manager 9.1.1 - 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

Assigning SharePoint groups to SharePoint user accounts

Groups can be assigned directly or indirectly to employees. In the case of indirect assignment, employees and groups are arranged in hierarchical roles. The number of groups assigned to an employee is calculated from the position in the hierarchy and the direction of inheritance.

If you add an employee to hierarchical roles and the employee owns a user authenticated user account, the user account is added to the group. Prerequisites for indirect assignment of employees to user accounts:

  • Assignment of employees and groups is permitted for role classes (departments, cost centers, locations, or business roles).
  • The Group authenticated option is not set in the user accounts.
  • User accounts are marked with the Groups can be inherited option.
  • User accounts and groups belong to the same site collection.

Groups can also be assigned to employees through IT Shop requests. So that groups can be assigned using IT Shop requests, employees are added to a shop as customers. All groups assigned to this shop can be requested by the customers. Requested groups are assigned to the employees after approval is granted.

Detailed information about this topic

Assigning SharePoint groups to departments, cost centers and locations

Assign groups to departments, cost centers, and locations in order to assign user accounts to them through these organizations.

To assign a group to departments, cost centers, or locations (non role-based login)

  1. In the Manager, select the SharePoint > Groups category.

  2. Select the group in the result list.

  3. Select the Assign organizations task.

  4. 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

    • Select the organization and double-click .

  5. Save the changes.

To assign groups to a department, a cost center, or a location (non role-based login or role-based login)

  1. In the Manager, select the Organizations > Departments category.

    - OR -

    In the Manager, select the Organizations > Cost centers category.

    - OR -

    In the Manager, select the Organizations > Locations category.

  2. Select the department, cost center, or location in the result list.

  3. Select the Assign SharePoint groups task.

  4. In the Add assignments pane, assign 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 groups to business roles

Installed modules: Business Roles Module

You assign groups to business roles in order to assign them to user accounts though business roles.

To assign a group to a business role (non role-based login)

  1. In the Manager, select the SharePoint > Groups category.

  2. Select the group in the result list.

  3. Select the Assign business roles task.

  4. 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

    • Select the business role and double-click .

  5. Save the changes.

To assign groups to a business role (non role-based login or role-based login)

  1. In the Manager, select the Business roles > <role class> category.

  2. Select the business role in the result list.

  3. Select the Assign SharePoint 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 user accounts directly to a SharePoint group

Groups can be assigned directly or indirectly to user accounts. Indirect assignment can only be used for user authenticated user accounts. Direct assignment can only be used for group and user authenticated user accounts.

User accounts and groups must belong to the same site collection.

To assign a group directly to user accounts

  1. Select the SharePoint > Groups category.
  2. Select the group in the result list.
  3. Select the Assign user accounts task.
  4. In the Add assignments pane, assign user accounts.

    - OR -

    In the Remove assignments pane, remove user accounts.

  5. Save the changes.
Related topics
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