Analyzing assignments to locations
You can see how a location assignment came about by displaying an assignment analysis for the corresponding membership.
To display the assignment analysis for a membership
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Locations.
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On the Locations page, next to the location whose memberships you want to display, click Edit.
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In the Edit Location pane, click the Memberships tab.
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On the Memberships tab, click Secondary memberships.
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Next to the corresponding membership, select the check box.
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Click View assignment analysis.
Adding identities to locations
You can add identities to locations. You do this through requests.
In addition, you can re-add members who were originally assigned through a dynamic role but were excluded by removing the exclusion.
To add an identity to a location
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Locations.
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On the Locations page, next to the location you want to add an identity to, click Edit.
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In the Edit Location pane, click the Memberships tab.
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On the Memberships tab, click Secondary memberships.
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Click Request memberships.
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In the Select Identities pane, select the check box next to the identity you want to assign to the location.
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Click Request memberships.
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Close the Edit Location pane.
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In the menu bar, click Requests > Shopping cart.
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On the Shopping Cart page, click Submit.
Once the request has been granted approval, the identity is assigned to the location.
To re-add an excluded member
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Locations.
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On the Locations page, next to the location you want to add again, click Edit.
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In the Edit Location pane, click the Memberships tab.
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On the Memberships tab, click Excluded members.
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Select the check box in front of the identity you want to add again as a member.
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Click Remove exclusion.
Related topics
Removing identities from locations
You can remove identities from locations by deleting the corresponding memberships.
To remove a location from an identity
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Locations.
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On the Locations page, next to the location with a membership you want to delete, click Edit.
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In the Edit Location pane, click the Memberships tab.
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On the Memberships tab, click Secondary Memberships.
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Select the check box next to the membership you want to delete.
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Click Remove.
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In the Remove Memberships pane, click Remove memberships.
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(Optional) If the member was assigned through a dynamic role, perform the following actions:
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(Optional) In the Specify Reason for Exclusion dialog, specify why you want to remove the member.
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Click Exclude members.
Managing location entitlements
Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. By assigning entitlements to locations you avoid having to assign entitlements separately to each identity because all the identities are automatically assigned to the locations.
Detailed information about this topic
