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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

Copying/splitting cost centers

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

To copy a cost center or move memberships and 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 you want to copy or whose memberships and entitlements you want to move, click Edit.

  4. In the pane, click (Actions) > Split.

  5. In the Split pane, In the Type of new role menu, 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 Continue.

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

    • To neither copy nor move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep this assignment. The entitlement/membership is later only available in the source object.

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

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

  9. Click Continue.

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

  11. Click Continue.

Related topics

Managing cost center memberships

As soon as an identity is assigned to a cost center, the identity becomes a member in the cost center.

Detailed information about this topic

Displaying cost center memberships

You can display which identities are assigned to certain cost centers.

To display memberships

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

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

  3. In the list, next to the cost center whose memberships you want to display, click Edit.

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

  5. (Optional) To display all primary memberships, click Primary memberships.

  6. (Optional) To view all secondary memberships, click Secondary memberships.

  7. (Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

Analyzing assignments to cost centers

You can see how a cost center assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

  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 memberships you want to display, click Edit.

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

  5. On the Memberships tab, click Secondary memberships.

  6. Next to the corresponding membership, select the check box.

  7. Click View assignment analysis.

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