To Add or Modify Referrals to a Policy

1. If you have already created the policy, click the name of the policy for which you wish to add the response provider. If you have not yet created the policy, see To Create a Referral Policy With the Access Manager Console.

2. Under the Rules list, click New.

3. Select the Service type.

4. Define the resource in the Rules fields. The fields are:

   Referral— Displays the current referral type.

   Name— Enter the name of the referral.

   Resource Name— Enter the name of the resource.

   Filter— Specifies a filter for the organization names that will be displayed in the Value field. By default, it will display all organization names.

   Value — Select the organization name of the referral.

5. Click Finish.

   To remove a referral from a policy, select the referral and click Delete.

   You can edit any referral definition by clicking on the Edit link next to the referral name.