You can copy or move memberships and entitlements from business roles you are responsible for to new roles (departments, business roles, cost centers, locations).
Any combination of role types is allowed.
To copy a business role or move memberships and entitlements
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In the menu bar, click Responsibilities > My Responsibilities.
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On the My Responsibilities page, click Business Roles.
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On the Business Roles page, click the business role you want to copy or whose memberships and entitlements you want to move.
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On the overview page, click Split.
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In the Split a role dialog, in the Type of the new role menu, select a type for the new role.
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Depending on which role type you have selected, enter the corresponding main data of the new role (see Main data – Department (page description), Main data – Business role (page description), Main data – Cost center (page description), or Main data - Location (page description)).
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Click Next.
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Perform the following actions:
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To neither copy nor move a entitlement/membership to a new role, click Actions > Keep this assignment next to the corresponding entitlement/membership. Later, the entitlement/membership is only available in the source role.
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To copy a entitlement/membership to a new role, click Actions > Keep and copy to new role next to the corresponding entitlement/membership. The entitlement/membership is later included in the source role as well as the target role.
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To move a entitlement/membership to a new role, click Actions > Move to new role next to the corresponding entitlement/membership. The entitlement/membership is later removed from the source role and is only included in the target role.
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Click Next.
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(Optional) Verify the actions to run and deselect the check box in front of any actions that should not be run.
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Click Next.
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Click Close.
Related topics
You can compare properties of business roles that you are responsible for, with the properties of other business roles, departments, cost centers, or locations that you are also responsible for. Then you can take the properties that you want and merge them together.
You can compare properties of departments that you are responsible for, with the properties of other business roles, departments, cost centers, or locations that you are also responsible for. Then you can take the properties that you want and merge them together.
You can compare properties of cost centers that you are responsible for, with the properties of other business roles, departments, cost centers, or locations that you are also responsible for. Then you can take the properties that you want and merge them together.
You can compare properties of locations that you are responsible for, with the properties of other business roles, departments, cost centers, or locations that you are also responsible for. Then you can take the properties that you want and merge them together.
To compare and merge a business role
To compare and merge a department
To compare and merge a cost center
To compare and merge a location
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In the menu bar, click Responsibilities > My Responsibilities.
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On the My Responsibilities page, click Business Roles.
On the My Responsibilities page, click Departments.
On the My Responsibilities page, click Cost centers.
On the My Responsibilities page, click Locations.
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On the Business roles page, click the business role that you want to compare and merge.
On the Departments page, click the department you want to compare and merge.
On the Cost Centers page, click the cost center you want to compare and merge.
On the Locations page, click the location you want to compare and merge.
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On the overview page, click Compare and merge.
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In the Compare and merge dialog, in the Object type menu, select the business role, department, cost center, or location to compare and merge with your business role.
In the Compare and merge dialog, in the Object type menu, select the business role, department, cost center, or location to compare and merge with your department.
In the Compare and merge dialog, in the Object type menu, select the business role, department, cost center, or location to compare and merge with your cost center.
In the Compare and merge dialog, in the Object type menu, select the business role, department, cost center, or location to compare and merge with your location.
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Click Assign.
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In the Comparison role dialog, select the business role/department/cost center/location to compare.
The assigned memberships and entitlements of both objects are listed with the following information:
Table 28: Overview of the assignments
| Object |
Shows you the name of the assigned entitlement/membership that occurs in one of the selected objects being compared. |
| Type |
Type of the entitlement/membership. |
| <Name of the source object> |
Shows you the entitlement/membership's assignment type. The following assignment types are available.
- Direct
- Inherited
- Requested
- Dynamic
- Not assigned
For more detailed information about assigning company resources, see the One Identity Manager Identity Management Base Module Administration Guide. |
| <Name of the compare object> |
| Comparison |
Shows you where the entitlement/membership occurs. |
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In the Compare and merge dialog, click Merge the selected roles.
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(Optional) Verify the actions to run and deselect the check box in front of any actions that should not be run.
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Click Next.
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Click Close.
Related topics
You can assign other managers to the identities for which you are responsible.
To assign a new manager to an identity
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In the menu bar, click Responsibilities > My Responsibilities.
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On the My Responsibilities page, click Identities.
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On the Identities page, click the identity that you want to assign to a new manager.
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On the overview page, click Main data.
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On the Main data - <identity's name>, click Assign to new manager.
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On the Assign New Manager page, next to New manager, click Assign/Change.
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In the New manager dialog box, click the manager you want to assign to the identity.
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On the Assign to new manager page, in the Effective date field, set a date and time from which the new manager takes effect.
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(Optional) If the identity for which you are selecting a new manager already has entitlements or products assigned, they are removed or unsubscribed by default on the effective date. If you want the identity to retain these entitlements or products when transferring to the new manager, disable the check boxes next to the respective entitlements and products.
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Click Submit.
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In the dialog, confirm the prompt with Yes.
NOTE: On the Pending Requests page, your request to change managers is presented to the new manager to be granted or denied approval (see Approving new managers' pending requests). After the new manager approves this requests, the new manager is assigned.
Related topics
