Adding identities
You can add new identities. This function is mainly designed for adding external identities. For example, subcontractors who are not entered in the human resources department. Data from new identities is either transferred completely to the database or existing data is updated and/or augmented. This depends on the system configuration and the import setting from closed systems.
To add a new identity
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In the menu bar, click Responsibilities > Governance Administration.
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On the Governance Administration page, click Identities.
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On the Identities page, click Add a new identity.
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On the Add a new identity page, enter the identity's main data in the respective fields (see Adding a new identity (page description)).
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Click Save.
When saving, the system checks whether the combination of first and last name already exists.
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Depending on the result of checking the name combination, perform one of the following actions:
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If this combination of names does not yet exist, confirm the prompt with Yes.
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If this combination of names already exists and you want to edit/update the existing identity:
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On the Other identities with similar properties page, in the list, click the identity that you want to edit/update.
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Click Update identity data.
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Confirm the prompt with Yes in the dialog.
This edits/updates the identity data.
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If identical combinations already exists and you still want add a new identity:
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On the Other identities with similar properties page, click Add a new identity.
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Confirm the prompt with Yes in the dialog.
This adds new identity data.
Related topics
Displaying identity overviews
You can display all relevant information about identities summarized in an overview. For example, this information includes identities, requests, rule violations, user accounts, subidentities, assigned permissions, and memberships. The information is represented by shapes in a HyperView.
To display an identity's overview
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In the menu bar, click Responsibilities > Governance Administration.
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On the Governance Administration page, click Identities.
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On the Identities page, click the identity whose overview you want to display.
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On the overview page, click Overview.
This opens the Overview - <identity's name> page (see Overview – Identity (page description)).
Related topics
Displaying and editing identity main data
You can display and edit identities' main data.
To show and edit an identity's main data
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In the menu bar, click Responsibilities > Governance Administration.
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On the Governance Administration page, click Identities.
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On the Identities page, click the identity whose main data you want to display/edit.
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On the overview page, click Main data.
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On the Main data - <identity's name>, make your changes in the respective fields (see Main data – Identity (page description)).
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Click Save.
Related topics
Assigning other managers to identities
You can assign identities to other managers.
To assign an identity to a new manager
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In the menu bar, click Responsibilities > Governance Administration.
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On the Governance Administration page, click Identities.
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On the Identities page, click the identity that you want to assign to a new manager.
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On the overview page, click Main data.
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On the Main data - <identity's name>, click Assign to new manager.
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On the Assign New Manager page, next to New manager, click Assign/Change.
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In the New manager dialog, click the manager you want to assign to the identity.
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On the Assign to new manager page, in the Effective date field, set a date and time from which the new manager takes effect.
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If the identity for whom you have selected the new manager, already has approved requests or entitlements, these are deleted automatically on this date. If you want the identity to retain these requests or entitlements when transferring to the new manager, clear the check boxes next to the respective requests or entitlements.
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Click Submit.
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In the dialog, confirm the prompt with Yes.
Related topics
