Identity Manager 8.1 - 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 SharePointSite 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 Site Collections Appendix: Configuration parameters for managing a SharePoint environment Appendix: Default Project Template for SharePoint

Additional Tasks for Managing SharePoint User Accounts

After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.

Overview of SharePoint User Accounts

To obtain an overview of a user account

  1. Select SharePoint | User accounts (group authenticated) or SharePoint | User accounts (user authenticated).
  2. Select the user account in the result list.
  3. Select SharePoint user account overview.

Assigning SharePoint groups directly to SharePoint user accounts

Groups can be assigned directly or indirectly to a user account. Indirect assignment is carried out by allocating the employee and groups in hierarchical roles, such as departments, cost centers, locations, or business roles. If the employee has a SharePoint user account, groups in the hierarchical roles are inherited by this user account. Groups can only be directly assigned to group authenticated user accounts.

Only groups from the site collection to which the user account belongs can be assigned.

To assign groups directly to user accounts

  1. Select SharePoint | User accounts (group authenticated) or SharePoint | User accounts (user authenticated).
  2. Select the user account in the result list.
  3. Select Assign groups.
  4. Assign groups in Add assignments.

    TIP: you can remove the assignment of groups in the Remove assignments area.

    To remove an assignment

    • Select the group and double click .
  5. Save the changes.
Related Topics

Assigning SharePoint Roles directly to User Accounts

SharePoint roles can be assigned directly or indirectly to a user account. Indirect assignment is carried out by assigning the employee and SharePoint roles to hierarchical roles, like departments, cost centers, locations, or business roles. If the employee has a SharePoint user account, the SharePoint roles in the hierarchical roles are inherited by the user account. SharePoint roles can only be directly assigned to group authenticated user accounts.

Only SharePoint roles from the site collection to which the user account belongs can be assigned.

NOTE: SharePoint roles that reference permission levels set with Hidden cannot be assigned to user accounts.

To assign SharePoint roles directly to user accounts

  1. Select SharePoint | User accounts (group authenticated) or SharePoint | User accounts (user authenticated).
  2. Select the user account in the result list.
  3. Select Assign SharePoint roles.
  4. Assign roles in Add assignments.

    - OR -

    In Remove assignments, remove the roles.

  5. Save the changes.
Related Topics
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