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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Displaying and editing business role main data

You can display and edit the system role main data.

To display and edit a business role's main data

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Business roles.

  3. On the Business Roles page, click the business role whose main data you want to display/edit.

  4. In the Edit Business Role side panel, edit the main data.

    ClosedYou can edit the following main data.

  5. Click Save.

Copying/splitting business roles

You can copy or move memberships and entitlements from business roles you are responsible for to new objects (departments, business roles, cost centers, locations).

To copy a business role or move memberships and entitlements

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business Roles page, click the business role you want to copy or whose memberships and entitlements you want to move.

  4. In the Edit Business Role side panel, click (Actions) > Split.

  5. In the Split side panel, in the Type of new object drop-down, select which type to give the new object.

  6. Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.

    TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).

  7. Click Next.

  8. In the Select assignments to be copied or moved to the new object step, perform the following actions:

    • To neither copy nor move an entitlement or a membership to a new object, in the drop-down next to the corresponding entitlement/membership, select Keep and do not copy or move to new object. The entitlement/membership is later only available in the source object.

    • To copy or move an entitlement or a membership to a new object, in the drop-down next to the corresponding entitlement/membership, select Keep and copy new object. The entitlement/membership is included later in the source object as well as the target object.

    • To move an entitlement or a membership to a new object, in the drop-down next to the corresponding entitlement/membership, select Move to new object. The entitlement/membership is later removed from the source object and only included in the target object.

  9. Click Next.

  10. (Optional) In the Verify actions step, verify the actions to run and deselect the check box in front of any actions that should not be run.

  11. Click Next.

Related topics

Comparing and merging business roles

You can compare properties of business roles 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

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business roles page, click the business role that you want to compare and merge.

  4. In the Edit Business Role side panel, click (Actions) > Compare and merge.

  5. In the Compare and Merge side panel, in the Comparison object field, click Select.

  6. In the Edit Property side panel, in the Selected table drop-down, select whether you want to compare and merge the business role with a business role, department, cost center, or location.

  7. Click the relevant business role, department, cost center, or location.

  8. Click Continue.

    The assigned memberships and entitlements of both objects are listed with the following information in the View comparison result step.

    Table 85: Overview of the assignments
    Column Description
    Assigned object

    Shows you the name of the assigned entitlement/membership that occurs in one of the selected objects being compared.

    This object

    Shows you the assignment type of the entitlement/membership in the source or comparison object. The following assignment types are available.

    • Direct
    • Inherited
    • Requested
    • Dynamic
    • Not assigned

    For more information about assigning company resources, see the One Identity Manager Identity Management Base Module Administration Guide.

    Comparison object

  9. Click Continue.

  10. (Optional) In the Verify actions step, verify the actions to run and deselect the check box in front of any actions that should not be run.

  11. Click Merge.

Related topics

Restoring business roles to their previous state

You can compare the current state of a business role to its state at another time and completely or partially restore the historical state.

To restore a business role to a previous state

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Business roles.

  3. On the Business Roles page, click the business role you want to roll back.

  4. In the Edit Business Role side panel, click (Actions) > Reset to previous state.

  5. In the Reset to Previous State side panel, in the Comparison date field, specify a date.

  6. Click Continue.

    The View comparison result step shows all changes that have taken place since the given date.

  7. Select the check box next to the property that you want to restore to its previous state.

  8. Click Next.

  9. (Optional) In the Verify actions step, verify the actions to run and deselect the check box in front of any actions that should not be run.

  10. Click Next.

Related topics
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