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Identity Manager 9.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Adding identities to cost centers

You can add identities to cost centers.

The following assignment options are available:

To assign an identity to a cost center using a request

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost Centers page, next to the cost center you want to add an identity to, click Edit.

  4. In the Edit Cost Center pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary memberships.

  6. Click Request memberships.

  7. In the Select Identities pane, select the check box next to the identity you want to assign to the cost center.

  8. Click Request memberships.

  9. Close the Edit Cost Center pane.

  10. In the menu bar, click Requests > Shopping cart.

  11. On the Shopping Cart page, click Submit.

    Once the request has been granted approval, the identity is assigned to the cost center.

To add members automatically through a dynamic role

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost centers page, next to the cost center for which you want to create a dynamic role, click Edit.

  4. In the Edit Cost Center pane, click the Memberships tab.

  5. On the Memberships tab, click Automatic memberships.

  6. Click Create dynamic role.

  7. Use conditions to specify which identities to add over the dynamic role. Perform the following actions to do this:

    1. In the Property menu, select the relevant property.

    2. In the Operator menu, select a logical operator.

    3. In the final field, specify a comparison value.

    4. (Optional) To add another condition, click Add another condition and repeat the steps.

    5. (Optional) To change the way the conditions are linked, you can toggle between And and Or by clicking the link.

    TIP: To remove a condition, click (Delete).

    For more information about customizing filter conditions, see Custom filter conditions.

  8. Click Save.

  9. (Optional) In the Calculation schedule menu, select the schedule that specifies when memberships are calculated.

  10. (Optional) To calculate memberships immediately after a relevant object is changed, select the Assignments recalculated immediately check box.

  11. Click Save.

TIP: A membership that was created through a dynamic role is labeled as Assigned by dynamic role in the memberships list.

To re-add an excluded member

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost Centers page, next to the cost center you want to add again, click Edit.

  4. In the Edit Cost Center pane, click the Memberships tab.

  5. On the Memberships tab, click Excluded members.

  6. Select the check box next to the identity you want to add again as a member.

  7. Click Remove exclusion.

Related topics

Removing identities from cost centers

You can remove identities from cost centers by deleting the corresponding memberships.

To remove a cost center from an identity

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost Centers page, next to the cost center with a membership you want to delete, click Edit.

  4. In the Edit Cost Center pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary Memberships.

  6. Select the check box next to the membership you want to delete.

  7. Click Remove.

  8. In the Remove Memberships pane, click Remove memberships.

  9. If the member was assigned through a dynamic role, perform the following actions:

    1. (Optional) In the Specify Reason for Exclusion dialog, specify why you want to remove the member.

    2. Click Exclude members.

Managing cost center entitlements

Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. By assigning entitlements to cost centers you avoid having to assign entitlements separately to each identity because all the identities are automatically assigned to the cost centers.

Detailed information about this topic

Displaying cost center entitlements

You can see entitlements assigned to cost centers.

To display entitlements

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost Centers page, next to the cost center whose entitlements you want to display, click Edit.

  4. In the Edit Cost Center pane, click the Entitlements tab.

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