To Assign a Resource or a Resource Group to a Role

Identity Manager’s requirements around resource and resource group assignments are described in What are Roles? and Putting Role Types to Work. You should understand this information before assigning resources to roles.

Identity Manager will change a role’s resource and resource group assignments if the role-owner approves.

1. Search for the IT Role or Application to which you want to add a resource or resource group. For instructions on how to search for a role, see To Search for Roles or To View Roles.

2. Click the role to open it.

3. Click the Resources tab in the Edit Role page.

4. To assign a resource, select it in the Available Resources column and move it to the Current Resources column by clicking the arrow buttons.

5. If you are assigning multiple resources, you can specify the order in which the resources are updated: Select the Update resources in order checkbox and use the + and - buttons to change the order of the resources in the Current Resources column.

6. To assign a resource group to this role, select it in the Available Resource Groups column and move it to the Current Resource Groups column by clicking the arrow buttons. A resource group is a collection of resources that provides another way to specify the order in which resource accounts are created and updated.

7. To specify account attributes for this role on a per resource basis, click Set Attribute Values in the Assigned Resources section. See To View or Edit Resource Account Attributes for more information.

8. Click Save to open the Confirm Role Changes page.

   The Confirm Role Changes page opens.

9. In the Update Assigned Users section select an Update Assigned Users menu option. See To Update Roles Assigned to Users for more information.

10. Click Save to save your resource assignments.