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titleEligible Assignees

This setting allows you to specify who is eligible to request group membership. Eligible assignees can include the following:

  • Person – You can assign eligibility to individual people within your organization.

  • Group – You can assign eligibility to other groups. When selected, members of those groups can request access.

  • Set Group – You can assign eligibility to Set Groups. When selected, members of those Set Groups can request access.

  • Management Role – You can assign eligibility to Management Roles. When selected, members of those Management Roles can request access.

  • Management Role Definition – You can assign eligibility to Management Role Definitions. When selected, all members of Management Roles derived from the Management Role Definition can request access.

  • Business Role and Location – You can assign eligibility to Business Roles and Locations. When selected, members of those Business Roles and Locations can request access.

To add eligible assignees, do the following:

  1. Under Eligible Assignees, select the assignee type from the Choose Type dropdown.

  2. Search for and select the appropriate assignee. For example, if assigning eligibility to a Management Role, search for and select the specific role.

  3. Click Add.

  4. Repeat the above steps to add other eligible assignees as needed.

To remove eligible assignees, do the following:

  1. Under Eligible Assignees, locate the record for the eligible assignee you want to remove.

  2. Toggle Keep to Remove.

  3. Repeat the above steps to remove other eligible assignees as needed.

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titlePre-Apprioved Approved Assignees

This setting allows you to specify who is pre-approved for group membership. Users who are pre-approved simply need to activate their membership. No further approvals are needed. Pre-approved assignees can include the following:

  • Person – You can assign pre-approval status to individual people within your organization.

  • Group – You can assign pre-approval status to other groups. When selected, all members of those groups are pre-approved.

  • Set Group – You can assign pre-approval status to Set Groups. When selected, all members of those Set Groups are pre-approved.

  • Management Role – You can assign pre-approval status to Management Roles. When selected, all members of those Management Roles are pre-approved.

  • Management Role Definition – You can assign pre-approval status to Management Role Definitions. When selected, all members of Management Roles derived from the Management Role Definition are pre-approved.

  • Business Role and Location – You can assign pre-approval status to Business Roles and Locations. When selected, all members of those Business Roles and Locations are pre-approved.

To add pre-approved assignees, do the following:

  1. Under Pre-Approved Assignees, select the assignee type from the Choose Type dropdown.

  2. Search for and select the appropriate assignee. For example, if assigning pre-approval status to a Business Role and Location, search for and select the specific role and location.

  3. Click Add.

  4. Repeat the above steps to add other pre-approved assignees as needed.

To remove pre-approved assignees, do the following:

  1. Under Pre-Approved Assignees, locate the record for the assignee you want to remove.

  2. Toggle Keep to Remove.

  3. Repeat the above steps to remove other pre-approved assignees as needed.

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