Business roles
NOTE: This function is only available if the module Business Roles Module is installed.
Business roles are defined based on the resources needed to perform a particular function. The roles that appear on this list are roles that you are responsible for administering.
For each business role you own, you may be able to:
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View information about the business role, members, and entitlements, risk assessment and rule violations, attestation cases and usage of various role classes.
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Change the properties of the role.
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Add members to the role.
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Add entitlements to the role.
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View statistics.
NOTE: As administrator, you can view and edit all business roles in the Business Roles view by clicking on the link provided.
Some functions have already been described in other menus. You can find all the functions available in this menu listed under "Detailed information about this topic".
To open the "Business Roles" menu
Detailed information about this topic
New business roles
In Business Roles, you can add new business roles. To do this, you enter the master data.
To add a new business role
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Open Business roles and click New business role.
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Set the following in Create a new business role and click Save.
NOTE: Any fields that are not marked with an asterisk (*) are optional. Optional fields can be filled in when you create the application or at a later stage.
Table 52: New business role master data
|
Business role |
Field for a business role. |
|
Short name |
Field for a shorten name. |
|
Internal name |
Input name for the internal name. |
|
Role class |
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) |
|
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 |
|
Employees do not inherit |
If set, employees are prevented from inheriting |
|
Description |
Field for entering a reason for the new business role. |
|
Comment |
Field 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
- Perform one of the following tasks.
This opens a dialog. 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.
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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.
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You can deselect individual actions if you do not want to run them all. Click Continue.
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Close the dialog.
Master data
NOTE: This function is only available if the module Business Roles Module or System Roles Module is installed.
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
- Perform one of the following tasks.
- Open the Business Roles menu and select a business role.
- Open the System Roles menu and select a system role.
- Open the Departments menu and select a department.
- Open the Cost Centers menu and select a cost center.
- Open the Locations menu and select a location.
- Open the Resources menu and select a resource.
- Open the Software menu and select a software application.
- Open the Master data.
- Make the following changes and click Save.
The setting vary and are dependent on the selected object type.
Table 53: Business role master data
|
Object type |
Field for the object type name.
The field's identifier depends on the selected object type. |
|
Short name |
Field for a shorten name. |
|
Internal name |
Field for the internal name. |
|
Role class |
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 |
Field for entering a reason for the new business role. |
|
Comment |
Field for tips and information. |
