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On the navbar, expand Role Management and select Business Role and Location.
Select the tab Allowed Combinations.
Select a business role and location name.
Click on the business role and location Name hyperlink to open the management role’s view-one page. Select the Advanced tab and scroll down to select Attribute-Based Membership Policies..
Click on the + icon in the above image to create a new membership policy for this business role and location. The below page will open. Enter the name of the policy, select a policy type. Check the IsEnable check box. Select the minute interval (say 15 min) and click on Save.
This will create the PBAC membership policy and queue it for compilation.
Add a PBAC Attribute to a PBAC Membership Policy
You can add a PBAC attribute to an existing PBAC membership policy. Click on the Name link of the PBAC Membership policy you want to add an attribute to. This will open the view-one page of this PBAC membership policy. Select the Attribute Conditions (Field Types) link.
Click on the + icon to add an attribute to this policy that you added to the person earlier. Search for the name of the PBAC attribute type and select it. Select the two values ( sales and software) check boxes. Select the checkbox If matches all values. Click Save.
The attribute is now added to the PBAC membership policy type.
Verify the Result
After the PBAC membership policy is compiled, it will pre-approve the person to the business role and location. This can be checked at the view-one page of the business role and location ( for which the policy was created). Select the attribute-based membership inbox link. We can see that the person ( to which the PBAC attribute was added) is now a pre-approved member of this business role and location.
