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EmpowerID allows you to dynamically assign users to groups using role-based delegations. Assignees can be any EmpowerID Actor type, such as Business Role and Location combinations, Management Roles, Query-Based Collections and other groups. This

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article demonstrates this by creating a dynamic group membership for anyone assigned to a specific Business Role and Location. In this way, any person who belongs to the Business Role and Location is automatically added to the group as a member.

This topic demonstrates how to create a dynamic group membership and is divided into the following activities:

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titlePrerequisites

In order to create a dynamic group membership as described by this topic, the following prerequisites must be met:

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Note

Prerequisites

To ensure EmpowerID maintains group membership, ensure Group Membership Reconciliation is enabled for the account store with the

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target group(s).

Create role-based group memberships

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  1. On the

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  1. navbar, expand Role Management and select Manage Delegations.

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titleRelated Content
Expand
titleConcepts

Understanding Inventory

Understanding the Account Inbox

Understanding Projection and Enforcement

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titleTasks

Creating User Accounts

Editing Account Attributes

Creating Groups

Adding Accounts to Groups

Adding Groups to Groups

Adding Groups to Roles

Importing Users and Groups

Removing Accounts from Groups

Removing Groups from Groups

Deleting User Accounts

Restoring Deleted User Accounts

Deleting Groups

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  1. Select the

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Info

Please note that the people must in the Business Role and Location must have user accounts linked to their Person in order to be added to the group.

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  1. Resource Delegations tab.

  2. For Resource Type, select the type of group.

  3. For Enter a Group (Group Type) Name to Search, enter the name of the group to which you want to create role-based memberships.

  4. For To Which Type of Actor Do You Wish To Assign Access, select the desired actor type.

  5. Click the Add New button on the Grid Header.

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  6. Search for and select a business role from the Business Role tree and then search for and select a location from the Location tree.

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  7. For Access Level, select Member.

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  8. If you want to limit the duration of the membership access, select Temporary Access and set the access parameters appropriately.

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  9. Click Save.

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