Creating Business Roles

In EmpowerID, a Business Role is a user-defined hierarchical container for grouping people that can then be used to delegate access to resources based on a person's job function within an organization, such as "Sales Representative" or "Contractor." You can create as many of these containers as needed for your organization.

This topic demonstrates how to create a Business Role and is divided into the following activities:

To create new Business Roles

  1. From the Navigation Sidebar, navigate to the Business Roles and Locations management page by expanding Identities and clicking Business Roles and Locations.
  2. From the Business Roles and Locations management page, click the Actions tab and then click Create Business Role.
  3. From the General Tab of the Business Role Details form that appears, do the following:
    1. Type a name, display name and description for in the Name, Display Name and Description fields, respectively.
    2. In the Icon field, type the path to the icon to be used for the Business Role. In the below image, the path is a relative path that points to the default Business Role image located in the "\Program Files\TheDotNetFactory\EmpowerID\Web Sites\EmpowerID.Web.Cdn\Content\Images\Icons\24X24" folder.
    3. Select or deselect Is Assignable as needed. If Is Assignable is selected, the Business Role can be assigned to users. This is the default behavior.
    4. Select or deselect Do Not Allow Delete as needed. If Do Not Allow Delete is selected, you will not be able to delete the Business Role from the Web interface.
    5. Underneath Parent Business Role, click the Select a Business Role link to open the Business Role Selector.
    6. From the Business Role Selector, search for and select the appropriate Parent Business Role and then click Save to close the Business Role Selector.
  4. Optionally, click the Extension Tab and add the Job Code for the role, if applicable, as well as any needed extension attributes.
  5. When ready, click Save to create the Business Role.

To verify new Business Roles

  1. From the Navigation Sidebar, navigate to the Change Manager page by expanding System Logs and clicking Audit Log.
  2. From the Recently Created Objects tab of the Change Manager page, search for the Business Role you just created.
  3. You should see a record for it in the grid.

    EmpowerID keeps a comprehensive record of all business processes that occur in the system. You can view this information from the Audit Log tab of Change Manager.