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

Assigning SharePoint Groups to SharePoint User Accounts

Groups can be assigned directly or indirectly to employees. In the case of indirect assignment, employees and groups are arranged in hierarchical roles. The number of groups assigned to an employee is calculated from the position in the hierarchy and the direction of inheritance.

If you add an employee to hierarchical roles and the employee owns a user authenticated user account, the user account is added to the group. Prerequisites for indirect assignment of employees to user accounts:

  • For role classes, assignment of employees and groups is permitted (department, cost center, location or business role).
  • Group authenticated is not set in the user accounts.
  • The user accounts are marked with the option Groups can be inherited.
  • User accounts and groups belong to the same site collection.

Furthermore, groups can be assigned to employees through IT Shop requests. Add employees to a shop as customers so that groups can be assigned through IT Shop requests. All groups are assigned to this shop can be requested by the customers. Requested groups are assigned to the employees after approval is granted.

Detailed information about this topic

Assigning SharePoint Groups to Departments, Cost Centers and Locations

Assign groups to departments, cost centers, and locations in order to assign user accounts to them through these organizations.

To assign a group to departments, cost centers or locations (non role-based login)

  1. In Manager, select SharePoint | Groups.

  2. Select the group in the result list.

  3. Select Assign organizations.

  4. Assign organizations in Add assignments.

    • Assign departments on the Departments tab.

    • Assign locations on the Locations tab.

    • Assign cost centers on the Cost centers tab.

    TIP: In the Remove assignments area, you can remove the assignment of organizations.

    To remove an assignment

    • Select the organization and double click .

  5. Save the changes.

To assign groups to a department, cost center or location (role-based login)

  1. Select Organizations | Departments in Manager.

    - OR -

    Select Organizations | Cost centers in Manager.

    - OR -

    In Manager, select Organizations | Locations.

  2. Select the department, cost center or location in the result list.

  3. Select the Assign SharePoint groups task.

  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 Groups to Business Roles

Installed modules: Business Roles Module

You assign groups to business roles in order to assign them to user accounts over business roles.

To assign a group to a business role (non role-based login)

  1. In Manager, select SharePoint | Groups.

  2. Select the group in the result list.

  3. Select Assign business roles.

  4. Assign business roles in Add assignments.

    TIP: In the Remove assignments area, you can remove the assignment of business roles.

    To remove an assignment

    • Select the business role and double click .

  5. Save the changes.

To assign groups to a business role (non role-based login)

  1. In Manager, select Business roles | <role class>.

  2. Select the business role in the result list.

  3. Select AssignSharePoint 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 user accounts directly to a SharePoint group

Groups can be assigned directly or indirectly to user accounts. Indirect assignment can only be used for user authenticated user accounts. Direct assignment can only be used for group and user authenticated user accounts.

User accounts and groups must belong to the same site collection.

To assign a group directly to user accounts

  1. Select SharePoint | Groups.
  2. Select the group in the result list.
  3. Select Assign user accounts in the task view.
  4. Assign user accounts in Add assignments.

    - OR -

    Remove user accounts from Remove assignments.

  5. Save the changes.
Related Topics
Related Documents