To Assign Roles to a User

Use the following procedure to assign one or more roles to a user (or users).

End-users can also make role assignment requests for themselves. (Only optional roles where the parent role is already assigned to the user can be requested.) See Requests Tab in the Identity Manager End-User Interface section for information on how end-users can request available roles.

1. In the Administrator interface, click the Accounts tab.

   The List Accounts subtab opens.

2. To assign a role to an existing user, follow these steps:

   1. Click the user’s name in the User List.

   2. Click the Roles tab.

   3. Click Add to add one or more roles to the user account.

      By default, only Business Roles can be directly assigned to users. (If your installation of Identity Manager was upgraded from a pre-8.0 version, both Business Roles and IT Roles can be directly assigned to users.)

   4. In the table of roles, select the roles you want to assign to the user and then click OK.

      To sort the table alphabetically by Name, Type, or Description, click the column headers. Click a second time to reverse sort. To filter the list by role type, make a selection from the Current drop-down menu.

      The table updates to show the selected role assignments, plus any required role assignments that are connected to the parent role assignments.

   5. Click Add to view optional role assignments that can also be assigned to the user.

      Select the optional roles to be assigned to the user and click OK.

   6. (Optional) In the Activate On column, select the date that the role should become active. If you do not specify a date, the role assignment will become active as soon as a designated role approver approves the role assignment.

      To make the role assignment temporary, select the date that the role should become inactive in the Deactivate On column. Role deactivation takes effect at the beginning of the selected day.

      See To Activate and Deactivate Roles on Specific Dates for more information.

   7. Click Save.