NOTE: This function is only available if the Business Roles Module is installed.
To add account definitions to hierarchical roles
-
In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Assign business roles task.
-
In the Add assignments pane, select the role class and assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.
To remove an assignment
- Save the changes.
Related topics
Use this task to assign the account definition to all internal employees. Employees that are marked as external do not obtain this account definition. Once a new internal employee is created, they automatically obtain this account definition. The assignment is calculated by the DBQueue Processor.
IMPORTANT: Only run this task if you can ensure that all current internal employees in the database and all pending newly added internal employees obtain a user account in this target system.
To assign an account definition to all employees
-
In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Change main data task.
-
Select the Disable automatic assignment to employees task.
-
Confirm the security prompt with Yes.
- Save the changes.
NOTE: To automatically remove the account definition assignment from all employees, run the Disable automatic assignment to employees task. The account definition cannot be reassigned to employees from this point on. Existing assignments remain intact.
Related topics
To assign an account definition directly to employees
-
In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Assign to employees task.
-
In the Add assignments pane, add employees.
TIP: In the Remove assignments pane, you can remove assigned employees.
To remove an assignment
- Save the changes.
Related topics
NOTE: This function is only available if the System Roles Module is installed.
Account definitions with the Only use in IT Shop option can only be assigned to system roles that also have this option set.
To add account definitions to a system role
-
In the Manager, select the SharePoint Online > Basic configuration data > Account definitions > Account definitions category.
-
Select an account definition in the result list.
-
Select the Assign system roles task.
-
In the Add assignments pane, assign system roles.
TIP: In the Remove assignments pane, you can remove the system role assignment.
To remove an assignment
- Save the changes.
.