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Identity Manager 8.2.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list 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 32: 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.

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

Displaying business role memberships

You can display which identities are assigned to certain business roles.

To display memberships

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

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

  3. In the list, next to the business role whose memberships you want to display, click Edit.

  4. In the Edit Business Roles pane, click the Memberships tab.

  5. (Optional) To display all primary memberships, click Primary memberships.

  6. (Optional) To view all secondary memberships, click Secondary memberships.

  7. (Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

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