Identity Manager 8.0 - Web Portal User Guide

New Business Roles

In the Business Roles menu, you can add new business roles. To do this, you enter the master data.

To add a new business role

1. Open the menu Business Roles and click New business role.
2. Set the following in the Create a new business role view and click Save.

   NOTE: You must fill in the required fields (marked with an asterisk *). Optional fields can be filled in when you create the role, or later by changing the master data for the role.

   Table 55: New Business Role Master Data

   Setting	Description
   Business role	Text box for naming the application.
   Short name	Text box for a name abbreviation.
   Internal name	Text box for internal name.
   Role classes	Menu for selecting the role class.
   Parent business role	Link for selecting the parent business role.
   Role type	Menu for selecting the role type.
   Role approver	Link for selecting an application role as approver.
   Role approver (IT)	Link for selecting an application role as approver (IT).
   Managers	Link for selecting an employee as manager. By default, the logged in user is assigned as the manager. The business role is displayed with the manager responsible.
   Deputy manager	Link for selecting the deputy manager.
   Employees do not inherit	If set, employees are prevented from inheriting.
   Description	Text box for entering a reason for the new business role.
   Comment	Text box for tips and information.

Restoring Deleted Roles

Another function for managing roles is restoring deleted roles. An example of a deleted role could be roles that have been sorted out during merging.

This function is also available in the views of managed organizations. Restoring a deleted role is described in the following step-by-step on the basis of a business role.

To restore deleted roles

1. Perform one of the following tasks.
   1. Open the Business Roles menu and click Restore a deleted role.

      - OR -

   2. Restore the child role by selecting a business role from the Business Roles menu and clicking Restore.

   This opens a dialog box. The view Select deleted role is enabled and lists all the deleted objects.

   NOTE: You can set a date in order to limit your search for deleted roles.

2. Select the desired role and click Next.

   Multi-select is possible. The view Verify appears and lists the actions that will be run on restore.

3. You can deselect individual actions if you do not want to run them all. Click Next.
4. Close the dialog box.

Master Data

Depending on you responsibilities and approvals, you can change your responsibility properties. For example, you can change the name of a department to make it easier for your staff or add managers for sharing data.

In the step-by-step, editing a responsibility is explained on the basis of business role master data. Editing options vary and depend on the selected object type.

To edit your responsibility properties

1. Perform one of the following tasks.
   1. Open the Business Roles menu and select a business role.
   2. Open the System Roles menu and select a system role.
   3. Open the Departments menu and select a department.
   4. Open the Cost Centers menu and select a cost center.
   5. Open the Locations menu and select a location.
   6. Open the Resources menu and select a resource.
   7. Open the Assignment Resources menu and select an assignment resource.
   8. Open the Multi-requestable/unsubscribable Resources menu and select a resource.
2. Open the Master data.
3. Make the following changes and click Save.

   The setting vary and are dependent on the selected object type.

   Table 56: Business Role Master Data

   Setting	Description
   Object type	Text box for the object type name. The text box identifier depends on the selected object type.
   Short name	Text box for a name abbreviation.
   Internal name	Text box for internal name.
   Role classes	Link for selecting the role class.
   Parent business role	Link for selecting the parent business role.
   Role type	Menu for selecting the role type.
   Manager	Link for selecting an employee as manager. By default, the logged in user is assigned as the manager. The business role is displayed with the manager responsible.
   Deputy manager	Link for selecting the deputy manager.
   Attestors	Link for selecting the parent business role.
   Department	Link for selecting the department.
   Location	Link for selecting the location.
   Role approver	Link for selecting an application role as approver.
   Role approver (IT)	Link for selecting an application role as approver (IT).
   Description	Text box for entering a reason for the new business role.
   Comment	Text box for tips and information.

Adding Entitlements

Entitlements are items to which an employee belongs or is assigned, such as groups, accounts, roles, applications, and so on. You can add entitlements to organizations or roles for which you are responsible, and have the required access. The types of entitlements available depend on the systems in use in your company. When you add an entitlement, it is treated like a request, and you must process it using your cart. There are two ways for an employee to obtain entitlements.

• By making a request which is approved.
• Indirectly, by being assigned a role or belonging to an organization that has been assigned the entitlement.

To add entitlements

1. Perform one of the following tasks.
   1. Open the Business Roles menu and select a business role.
   2. Open the System Roles menu and select a system role.
   3. Open the Department menu and select a department.
   4. Open the Cost Center menu and select a cost center.
   5. Open the Location menu and select a location.
   6. Open the Resources menu and select a resource.
   7. Open the Assignment resources menu and select an assignment resource.
   8. Open the Multi-requestable/unsubscribable resources menu and select a resource.
2. Select Entitlements and click New.
3. Select an entitlements type and click Request.

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