Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

EmpowerID restricts access to people through the use of Management Roles. To work with people users must be assigned to the appropriate roles. Management Roles are prefixed by their function in EmpowerID and include the following:

  • UI — Management Roles prefixed with UI grant users access to specific UI elements in the EmpowerID Web interface. An example of this type of role for people is UI-Person-Object-Administration. This role grants access to the user interfaces and workflows for managing Person objects.

  • VIS — Management Roles prefixed with VIS grant users the ability to see specific objects in EmpowerID. An example of this type of role for people is VIS-Person-MyLocations. This role grants access to see people that belong to same location as the person with the role.

  • ACT — Management Roles prefixed wtih ACT grant users the ability to manage specific objects in EmpowerID. An  example of this type of role for people is ACT-Person-Role-Assignment-All. This role grants users with the role the ability to assign and unassign people to and from roles.

Roles Needed to

See PeopleTo see themselves and other people within EmpowerID

View Own Profile

To view their basic profile information, users need to have a combination of the following Management Role assignments (based on the needed scope)::

Rw ui expands macro
Rw expand
titleView Roles

Management Role

Access Granted by Management Role

Role Type

VIS

UI-Person-Profile-Self-Service

Grants

visibility for

people access to the user interfaces and workflows for managing their own

Person. Can view basic information about themselves.

Visibility

VIS-Person-MyLocations

Grants visibility for all people in a person's locations. Can view basic information about people belonging to the same locations. This role would be assigned if the person should have visibility for people in their locations only.

Visibility

profile attributes.

Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

PAGES AND CONTROLS ACCESS

  • View Self Page

    • Viewer for the Page

    • Viewer for the General Tab

  • Edit Self Person Page

    • Viewer for the Page

    • Viewer for the Photo Edit Control

WORKFLOW ACCESS

  • Profile Manager Workflow

    • Initiator for the workflow

  • Person Edit Workflow

    • Initiator for the workflow

  • Person Photo Approval Workflow

    • Initiator for the workflow

VIS-Person-

MyOrg

Self

Grants people visibility

for people in a person's organizations. Can view basic information about people belonging to the same organizations. This role would be assigned if the person should have visibility for all people in their organizations

to the View Person Page for their person. Granted by default to all people.

Visibility

VIS

ACT-Person-

MyDirectReports

Profile-Self-Service

Grants

visibility for all direct reports of the person with the role. Can view basic information about their direct reports. This role would be assigned if the person should have visibility for their direct reports.

Visibility

VIS-People-All

Grants visibility for all people in the system. Can view basic information about all people in the system. This role would be assigned if the person should have visibility for all people.

Visibility

people the ability to edit their profile attributes.

Activity

Profile Self-Service

Grants people the ability to edit their own profile attributes. Can be used in place of the above three Management Roles assignments.

Role Bundle — Contains the below Management Roles

  • VIS-Person-Self

  • ACT-Person-Profile-Self-Service

  • UI-Person-Person-Profile-Self-Service

Roles Needed to Manage People’s Profile Information

To manage the profile information of people, users need to have a combination of the following Management Role assignments (based on the needed scope):

Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

PAGES AND CONTROLS ACCESS

  • View Self Page

    • Viewer for the Page

    • Viewer for the General Tab

  • Edit Self Person Page

    • Viewer for the Page

    • Viewer for the Photo Edit Control

WORKFLOW ACCESS

  • Profile Manager Workflow

    • Initiator for the workflow

  • Person Edit Workflow

    • Initiator for the workflow

  • Person Photo Approval Workflow

    Initiator for the workflow

    Management Role

    Access Granted by Management Role

    Role Type

    UI-Person-Profile-Self-Service

    Grants people access to the user interfaces and workflows for managing their own profile attributes.

    Role Type

    UI-Person-Profile-Edit

    Grants people access to the user interfaces and workflows for editing people’s profile attributes.

    Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

    PAGES AND CONTROLS ACCESS

    • Find Person Page

      • Viewer for the page

      • Viewer for the People Tab

    • View One Person Page

      • Viewer for the page

      • Viewer for the Manage Tab

    • Edit Person Page

      • Viewer for the page

    • Edit Person Contextual Page

      • Viewer for the page

    • Global Search Box

      • Viewer for the search box

    WORKFLOW ACCESS

    • Person Edit

      • Initiator for the workflow

    • Edit Person Photo Approval

      • Initiator for the workflow

    Roles needed to manage the profiles of all people belonging to the same locations as the person with the roles

    VIS-Person-SelfMyLocations

    Grants people visibility to the View Person Page for their personvisibility for all people in a person's locations. Can view basic information about people belonging to the same locations.

    Visibility

    VISACT-Person-Profile-Edit-MyLocations

    Grants visibility Grants the ability to edit the profile attributes for all people in a person's locations. Can view basic information about people belonging to the same their locations.

    VisibilityActivity

    VIS-Person-MyOrg

    Grants visibility for people in a person's organizations. Can view basic information about people belonging to the same organizations.

    Visibility

    VIS-Person-MyDirectReports

    Grants visibility for all direct reports of the person with the role. Can view basic information about their direct reports.

    Visibility

    VIS-People-All

    Grants visibility for all people in the system. Can view basic information about all people in the system.

    Visibility

    Profile Self-Service

    Grants people the ability to edit their own profile attributes.

    Role Bundle — Contains the below Management Roles

  • VIS-Person-Self

  • ACT-Person-Profile-Self-Service

  • UI-Person-Person-Profile-Self-Service

    system.

    Visibility

    ACT-Person-Profile-Edit-All

    Grants the ability to edit the profile attributes for all people in the system.

    Activity

    ACT-Person-Profile-Edit-Customers

    Grants the ability to edit the profile attributes for all people below the Customers location.

    Activity

    ACT-Person-Profile-Edit-DirectReports

    Grants the ability to edit the profile attributes for their Direct Reports

    Activity

    ACT-Person-Profile-Edit-MyLocations

    Grants the ability to edit the profile attributes for all people in their locations.

    Activity

    ACT-Person-Profile-Edit-MyOrg

    Grants the ability to edit the profile attributes for all people in their organizations.

    Activity

    ACT-Person-Profile-Edit-Partners

    Grants the ability to edit the profile attributes for all people below the Partners location.

    Activity

    ACT-Person-Profile-Self-Service

    Grants people the ability to edit their profile attributes.

    Activity

    Roles Needed to Manage the Management Role Assignments of People

    To manage the Management Role assignments of people, users need to have a combination of the following Management Role assignments (based on the needed scope):

    Management Role

    Access Granted by Management Role

    Role Type

    UI-Management-Role-Membership-Management

    Grants access to the user interfaces and workflows for managing the membership of Management Roles.

    Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

    PAGES AND CONTROLS ACCESS

    • Find Person Page

      • Viewer for the page

      • Viewer for the People Tab

    • View One Person Page

      • Viewer for the page

      • Viewer for the Manage Tab

      • Viewer for the Roles, Accounts and Login Security accordion

      • Viewer for the Advanced Attributes Editable Lists

    • Find Management Role Page

      • Viewer for the page

      • Viewer for the All Roles Tab

    • Management Role View One Page

      • Viewer for the page

      • Viewer for the General Tab

      • Viewer for the More Info Accordion

      • Viewer for the People Members of Management Role Grid

    • Resultant Resource Locations Page

      • Viewer for the page

    WORKFLOW ACCESS

    • Update Person Management Role Assignments

      • Initiator for the workflow

    • Update Management Role Assignments

      • Initiator for the workflow

    VIS-Person-MyLocations

    Grants visibility for all people in a person's locations. The role is needed when responsible for assigning roles to people in the person’s locations.

    Visibility

    VIS-Person-MyOrg

    Grants visibility for people in a person's organizations. The role is needed when responsible for assigning roles to people in the person’s organizations.

    Visibility

    VIS-Person-MyDirectReports

    Grants visibility for all direct reports of the person with the role. The role is needed when responsible for assigning roles to direct reports.

    Visibility

    VIS-People-All

    Grants visibility for all people in the system. The role is needed when responsible for assigning roles to any person in the system.

    Visibility

    VIS-Management-Role-MyLocations

    Grants access to the View pages for Management Roles in a person's locations. The role is needed when responsible for assigning roles that are in the person’s locations.

    Visibility

    VIS-Management-Role-MyOrg

    Grants access to the View pages for people in a person's organizations. The role is needed when responsible for assigning roles that are in the person’s organizations.

    Visibility

    VIS-Management-Role-All

    Grants access to the View pages for all people in the system. The role is needed when responsible for assigning roles in any location.

    Visibility

    ACT-Management-Role-Membership-Management-All

    Grants access to manage membership for all management roles.

    Activity

    ACT-Management-Role-Membership-Management-Azure-License-Manager

    Grants access to manage membership for all management roles for the Azure License Manager Application

    Activity

    ACT-Management-Role-Membership-Management-MyLocations

    Grants access to manage membership for management roles in person's locations.

    Activity

    ACT-Management-Role-Membership-Management-MyOrg

    Grants access to manage membership for management roles in person's organization.

    Activity

    ACT-Management-Role-Membership-Management-Partners

    Grants access to manage membership for management roles in or below the Partners location.

    Activity

    Roles Needed to Manage the Business Role Assignments of People

    To manage the Business Role assignments of people, users need to have a combination of the following Management Role assignments (based on the needed scope):

    Management Role

    Purpose of Management Role

    Role Type

    UI-Person-Role-Assignment

    Grants access to user interface and workflows for managing assignments of people to roles.

    Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

    PAGES AND CONTROLS ACCESS

    • Find Person Page

      • Viewer for the page

      • Viewer for the People Tab

    • Person View One Page

      • Viewer for the page

      • Viewer for the Manage Tab

      • Viewer for the Roles, Accounts and Login Security accordion

      • Viewer for the Actions accordion

      • Viewer for the Advanced Attributes Editable Lists

    • Find Business Roles and Locations Page

      • Viewer for the page

      • Viewer for the Business Roles and Locations Tab

      • Viewer for the All People in Business Role and Location Accordion

      • Viewer for the Net Access Granted By Direct and Inherited Accordion

      • Viewer for the Management Role Membership Grid

    • Resultant Resource Locations Page

      • Viewer for the page

    • Global Search Box

      • Viewer for the search box

    • Shopping Cart

      • Viewer for the cart

    WORKFLOW ACCESS

    • Update Person Business Roles

      • Initiator for the workflow

    • Update Business Role and Location Person Assignment

      • Initiator for the workflow

    • Update Person Management Role Assignments

      • Initiator for the workflow

    • Change Primary Business Role and Location Workflow

      • Initiator for the workflow

    • Move People Location Only

      • Initiator for the workflow

    VIS-BusinessRole-MyLocations

    Grants visibility for Business Roles in a person's locations. This role is required to see qualifying Business Roles in the Business Roles trees.

    Visibility

    VIS-BusinessRole-MyOrg

    Grants visibility for Business Roles in a person's organizations. This role is required to see qualifying Business Roles in the Business Roles trees.

    Visibility

    VIS-BusinessRole-All

    Grants visibility for all Business Roles. This role is required to see qualifying Business Roles in the Business Roles trees.

    Visibility

    VIS-Location-All-Business-Locations

    Grants visibility for all locations under All Business Locations. This role is required to see qualifying Locations in the Locations trees.

    Visibility

    VIS-Location-MyLocationsAndAbove

    Grants visibility for the Person's locations and above. This role is required to see qualifying Locations in the Locations trees.

    Visibility

    VIS-Location-MyLocationsAndBelow

    Grants visibility for the Person's locations and below. This role is required to see qualifying Locations in the Locations trees.

    Visibility

    VIS-Location-All

    Grants visibility for all locations in the location trees related to managing shared credentials. This role is required to see qualifying Locations in the Locations trees.

    Visibility

    ACT-Business-Role-Assignment-All

    Grants people with the role access to operations for managing assignments of people to business roles in the person's organizations.

    Activity

    ACT-Business-Role-Assignment-MyLocations

    Grants people with the role access to operations for managing assignments of people to business roles in the person's locations and below.

    Activity

    ACT-Business-Role-Assignment-MyOrg

    Grants people with the role access to operations for managing assignments of people to business roles in the person's organizations.

    Activity

    Roles Needed to Add People to Groups

    To manage the group membership of people, users need to have the following Management Role assignment:

    Management Role

    Purpose of Management Role

    Role Type

    UI-Group-Membership-Management

    Grants access to user interface and workflows user interface and workflows for group membership management.

    Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

    PAGES AND CONTROLS ACCESS

    • Find Group Page

      • Viewer for the page

      • Viewer for the All Groups Tab

      • Viewer for the Groups I Manage Tab

    • Group View One Page

      • Viewer for the page

      • Viewer for the General Tab

      • Viewer for the Membership Changes Tab

      • Viewer for the Members Grid

    WORKFLOW ACCESS

    • Add People to Groups

      • Initiator for the workflow

    • Update Person Group Membership

      • Initiator for the workflow

    • Add Accounts to Groups

      • Initiator for the workflow

    • Update Group Account Membership

      • Initiator for the workflow

    • Add Groups to Group

      • Initiator for the workflow

    • Remove Groups from Group

      • Initiator for the workflow

    • Remove Service Principal From Groups

      • Initiator for the workflow

    • Temporary Group Membership

      • Initiator for the workflow

    VIS-Groups-All

    Grants visibility for all groups.

    Visibility

    VIS-Groups-All-AD

    Grants visibility for all AD groups.

    Visibility

    VIS-Groups-All-AWS

    Grants visibility for all AWS groups.

    Visibility

    VIS-Groups-All-Azure

    Grants visibility for all Azure groups in any tenant.

    Visibility

    VIS-Groups-All-IT-Systems

    Grants visibility for all groups. under All IT Systems.

    Visibility

    VIS-Groups-All-O365

    Grants visibility for all Office 365 groups.

    Visibility

    VIS-Groups-All-SAP

    Grants visibility for all SAP Roles and Profiles.

    Visibility

    VIS-Groups-Distribution-MyLocation

    Grants visibility for all Distribution groups in a person’s locations.

    Visibility

    VIS-Groups-Distribution-MyOrg

    Grants visibility for all Distribution groups in a person’s organizations.

    Visibility

    VIS-Groups-Generic-MyLocation

    Grants visibility for all Generic groups in a person’s locations.

    Visibility

    VIS-Groups-Generic-MyOrg

    Grants visibility for all Generic groups in a person’s organizations.

    Visibility

    VIS-Groups-Security-MyLocation

    Grants visibility for all Security groups in a person’s locations.

    Visibility

    VIS-Groups-Security-MyOrg

    Grants visibility for all Security groups in a person’s organizations.

    Visibility

    ACT-Group-Membership-Management-All-Groups

    Grants people with the role access to manage membership for all groups

    ACT-Group-Membership-Management-All-AD-Groups

    Grants people with the role access to manage membership for all Active Directory groups.

    Activity

    ACT-Group-Membership-Management-All-AWS-Groups

    Grants people with the role access to manage membership for all AWS groups.

    Activity

    ACT-Group-Membership-Management-All-IT-Systems

    Grants people with the role access to manage group membership for all groups under All IT Systems.

    Activity

    ACT-Group-Membership-Management-All-O365-Groups

    Grants people with the role access to manage membership for all Office 365 groups.

    Activity

    ACT-Group-Membership-Management-All-SAP-Groups

    Grants people with the role access to manage membership for all SAP Roles and Profiles.

    Activity

    ACT-Group-Membership-Management-Distribution-MyLocations

    Grants people with the role access to manage membership for all distribution groups in person's locations.

    Activity

    ACT-Group-Membership-Management-Distribution-MyOrganizations

    Grants people with the role access to manage membership for all distribution groups in person's organizations.

    Activity

    ACT-Group-Membership-Management-Generic-MyLocations

    Grants people with the role access to manage membership for all generic groups in person's locations.

    Activity

    ACT-Group-Membership-Management-Generic-MyOrganizations

    Grants people with the role access to manage membership for all generic groups in person's organizations.

    Activity

    ACT-Group-Membership-Management-Security-MyLocations

    Grants people with the role access to manage membership for all security groups in person's locations.

    Activity

    ACT-Group-Membership-Management-Security-MyOrganizations

    Grants people with the role access to manage membership for all security groups in person's organizations.

    Activity

    Roles Needed to Create Person Objects

    To create new Person objects in EmpowerID, users need to have a combination of the following Management Role assignments (based on the needed scope):

    Management Role

    Access Granted by Management Role

    Role Type

    UI-Person-Object-Create

    Grants access to the user interfaces and workflows to create Person objects.

    Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

    PAGES AND CONTROLS ACCESS

    • Find Person Page

      • Viewer for the page

      • Viewer for the People Tab

    • View One Person Page

      • Viewer for the page

      • Viewer for the Manage Tab

    • Edit Person Page

      • Viewer for the page

    • Create Person Simple Page

      • Viewer for the page

    • Create Person Advanced Edit One Page

      • Viewer for the page

    WORKFLOW ACCESS

    • Create Person

      • Initiator for the workflow

    VIS-Person-MyLocations

    Grants visibility for all people in a person's locations. The role is needed when responsible for assigning roles to people in the person’s locations.

    Visibility

    VIS-Person-MyOrg

    Grants visibility for people in a person's organizations. The role is needed when responsible for assigning roles to people in the person’s organizations.

    Visibility

    VIS-Person-MyDirectReports

    Grants visibility for all direct reports of the person with the role. The role is needed when responsible for assigning roles to direct reports.

    Visibility

    VIS-People-All

    Grants visibility for all people in the system. The role is needed when responsible for assigning roles to any person in the system.

    Visibility

    VIS-Management-Role-All

    Grants access to the View pages for all people in the system. The role is needed when responsible for assigning roles in any location.

    Visibility

    ACT-Management-Role-Membership-Management-All

    Grants access to manage membership for all management roles.

    Activity

    ACT-Management-Role-Membership-Management-Azure-License-Manager

    Grants access to manage membership for all management roles for the Azure License Manager Application

    Activity

    ACT-Management-Role-Membership-Management-MyLocations

    Grants access to manage membership for management roles in person's locations.

    Activity

    ACT-Management-Role-Membership-Management-MyOrg

    Grants access to manage membership for management roles in person's organization.

    Activity

    ACT-Management-Role-Membership-Management-Partners

    Grants access to manage membership for management roles in or below the Partners location.

    Activity

    Roles Needed to Administer Person Objects

    To perform administrative actions against person objects, such as creating and deleting them from EmpowerID, users need to have a combination of the following Management Role assignments (based on the needed scope):

    Management Role

    Access Granted by Management Role

    Role Type

    UI-Person-Object-Administration

    Grants access to the user interfaces and workflows for person object management.

    Feature Set — Inherits the below Access Levels from the parent Management Role Definition:

    PAGES AND CONTROLS ACCESS

    • Find Person Page

      • Viewer for the page

      • Viewer for the People Tab

      • Viewer for the Deleted People Tab

      • Viewer for the Pending Termination Tab

    • View One Person Page

      • Viewer for the page

      • Viewer for the Manage Tab

      • Viewer for the Org Chart Accordion

      • Viewer for the Actions Accordion

      • Viewer for the Advanced Attributes Editable Lists

    • Edit Person Page

      • Viewer for the page

      • Viewer for the Photo Edit Control

    • Edit Person Contextual Page

      • Viewer for the page

    • Create Person Simple Page

      • Viewer for the page

    • Create Person Advanced Edit One Page

      • Viewer for the page

    • Resultant Resource Locations Page

      • Viewer for the control

    • Navbar

      • Viewer for the navbar

      • Viewer for the Navbar User Sections

      • Viewer for the Navbar Support Help Section

    • Global Search Box

      • Viewer for the search box

    WORKFLOW ACCESS

    • Create Person

      • Initiator for the workflow

    • Person Edit

      • Initiator for the workflow

    • Disable Multiple People WF

      • Initiator for the workflow

    • Enable People

      • Initiator for the workflow

    • Update Person Relationships

      • Initiator for the workflow

    • Reset Password and Email

      • Initiator for the workflow

    • Invite User to Join Organization

      • Initiator for the workflow

    • Person Photo Approval

      • Initiator for the workflow

    • Delete Multiple People with Options

      • Initiator for the workflow

    • Restore Multiple Deleted People

      • Initiator for the workflow

    VIS-Person-MyLocations

    Grants visibility for all people in a person's locations. The role is needed when responsible for assigning roles to people in the person’s locations.

    Visibility

    VIS-Person-MyOrg

    Grants visibility for people in a person's organizations. The role is needed when responsible for assigning roles to people in the person’s organizations.

    Visibility

    VIS-Person-MyDirectReports

    Grants visibility for all direct reports of the person with the role. The role is needed when responsible for assigning roles to direct reports.

    Visibility

    VIS-People-All

    Grants visibility for all people in the system. The role is needed when responsible for assigning roles to any person in the system.

    Visibility

    VIS-Management-Role-MyLocations

    Grants access to the View pages for Management Roles in a person's locations. The role is needed when responsible for assigning roles that are in the person’s locations.

    Visibility

    VIS-Management-Role-MyOrg

    Grants access to the View pages for people in a person's organizations. The role is needed when responsible for assigning roles that are in the person’s organizations.

    Visibility

    VIS-Management-Role-All

    Grants access to the View pages for all people in the system. The role is needed when responsible for assigning roles in any location.

    Visibility

    ACT-Management-Role-Membership-Management-All

    Grants access to manage membership for all management roles.

    Activity

    ACT-Management-Role-Membership-Management-Azure-License-Manager

    Grants access to manage membership for all management roles for the Azure License Manager Application

    Activity

    ACT-Management-Role-Membership-Management-MyLocations

    Grants access to manage membership for management roles in person's locations.

    Activity

    ACT-Management-Role-Membership-Management-MyOrg

    Grants access to manage membership for management roles in person's organization.

    Activity

    ACT-Management-Role-Membership-Management-Partners

    Grants access to manage membership for management roles in or below the Partners location.

    Activity

    Div
    stylefloat: left; position: fixed;

    Live Search
    sizelarge
    labels2020,admin

    IN THIS ARTICLE

    Table of Contents
    minLevel2
    maxLevel3
    stylenone

    Insert excerpt
    IL:External Stylesheet
    IL:External Stylesheet
    nopaneltrue