Creating Management Roles

In EmpowerID, Management Roles are collections of "operational capabilities" that have been packaged together as job-based bundles to allow for the quick and easy bulk assignments of resources to resource users in a way that matches what they do in your organization. Management Roles can be thought of as a more powerful version of groups that can grant access across platforms and are not limited to granting access for one application or operating system. EmpowerID includes a number of Management Roles that can be assigned to people out of the box and provides you with the ability to create new ones as needed.

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

Prerequisites:
As Management Roles are children of Management Role Definitions, a corresponding Management Role Definition must exist for the Management Role you are creating.

To create a Management Role

  1. From the Navigation Sidebar of the EmpowerID Web interface, navigate to the Management Role management page by expanding Identities and clicking Management Roles.
  2. From the Actions pane of the Management Role management page, click the Create Management Role action.
  3. In the following image, the Locations pane has been collapsed to conserve screen real estate.

  4. In the Management Role Details form that appears, do the following:
    1. Type a name and display name for the Management Role in the Name and Display Name fields. These fields are required.
    2. Select the appropriate role type from the Role Type drop-down. The Generic role type is the default and fits most circumstances.
    3. If you are basing the new role on a Management Role Definition other than the Blank Management Role Definition, click the X below Blank Management Role Definition, search for the appropriate parent definition and then click the tile for that definition.
    4. If you click the link for the definition instead of the X, EmpowerID directs your browser to the View page for the definition.
    5. Click the Select a Location link underneath Creation Location.
    6. In the Location Selector that appears, search for and select the EmpowerID location in which you want to create the Management Role and then click Save to close the Location Selector.
    7. Tick Allow Access Requests if you want people to be able to shop for the Management Role in the IT Shop.
    8. Type a description, as well as any relevant instructions for the Management Role in the Description and Instructions fields respectively. These fields are required.
    9. Click Save.

To verify that the Management Role was created in EmpowerID

  1. From the Navigation Sidebar, navigate to Change Manager by expanding Compliance and Reports and clicking Audit Log.
  2. In Change Manager, click the Recently Created Objects tab and search for the Management Role you just created.
  3. You should see a record for the Management Role in the grid.