EmpowerID restricts access to people employs Management Roles to control access to its resources. Users must be assigned appropriate roles to manage and interact with personnel data within the system. These Management Roles are categorized based on their functional prefixes in EmpowerID, as described below.
UI Roles: These roles, identified by the "UI" prefix, provide users access to specific interface elements within the EmpowerID interfaces. For instance, the role "UI-Person-Object-Administration" enables access to user interfaces and workflows essential for managing Person objects.
VIS Roles: Roles starting with "VIS" enable users to view specific objects within EmpowerID. A typical role in this category is "VIS-Person-MyLocations," which allows users to view personnel in the same location as the person in this role.
ACT Roles: These roles, prefixed with "ACT," authorize users to actively manage specific objects in EmpowerID. For example, "ACT-Person-Role-Assignment-All" grants users access to assign or unassign roles to personnel.
To facilitate efficient role management, EmpowerID offers "Role Bundle" Management Roles. These bundles are pre-configured with the requisite roles necessary for various operational scenarios, allowing for convenient and rapid deployment of access rights suited to specific user requirements and organizational workflows. This bundling strategy simplifies the administration of roles and enhances security by ensuring that users have precisely the access they need to perform their duties.
EmpowerID restricts access to resources through the use of Management Roles. To work with people users Users must be assigned to the appropriate roles to work with Person objects. 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 with 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 view self profile
To view their basic profile information, users need to have the following Management Role assignmentsPerson Role Bundles
Profile Self-Service
Grants users access to view and edit their profiles. The bundle is comprised of the following Management Roles:
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Management Role | Access Granted by Management Role | Role Type |
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UI-Person-Profile-Self-Service | Grants people access to the user interfaces and workflows for managing their own profile attributes. | Feature Set – Inherits the below Access Levels from the parent Management Role Definition: PAGES AND CONTROLS ACCESSView Self Page Edit Self Person Page
WORKFLOW ACCESS | VIS-Person-Self | Grants people visibility to see their own person. Granted by default to all people. | Visibility | ACT-Person-Profile-Self-Service | Grants 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
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Person Identity Admin for Your Locations
Roles needed to view people
To view people in EmpowerID, users need to have one of the following Management Role assignments (based on the needed scope):
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Management Role | Access Granted by Management Role | Role Type |
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VIS-Person-Self | Grants users access to see their own person. Granted by default to all people. | Visibility | VIS-Person-MyDirectReports | Grants users access to see their direct reports | | VIS-Person-MyLocations | Grants users access to see all people in their locations | | VIS-Person-MyOrg | Grants users access to see all people in their organization | | VIS-Person-All | Grants users access to see all people in the default organization | |
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Roles needed to manage profiles
To manage the profile information of people, users need to have a combination of the following Management Role assignments (based on the needed scope):
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| title | Roles needed by people to manage the profiles of their direct reports |
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Management Role | Access Granted by Management Role | Role Type |
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UI-Person-Profile-Edit | Grants 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 ACCESSWORKFLOW ACCESS | VIS-Person-MyDirectReports | Grants visibility for all direct reports of the person with the role. Can view basic information about their direct reports. | Visibility | ACT-Person-Profile-Edit-DirectReports | Grants the ability to edit the profile attributes for their Direct Reports | Activity |
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| title | Roles needed by people to manage the profiles of people in their locations |
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Management Role | Access Granted by Management Role | Role Type |
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UI-Person-Profile-Edit | Grants 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 ACCESSWORKFLOW ACCESS | VIS-Person-MyLocations | Grants visibility for all people in a person's locations. Can view basic information about people belonging to the same locations. | Visibility | ACT-Person-Profile-Edit-MyLocations | Grants the ability to edit the profile attributes for all people in their locations. | Activity |
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| title | Roles needed to manage the profile information of users belonging to the same organizations as the people with the roles |
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Management Role | Access Granted by Management Role | Role Type |
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UI-Person-Profile-Edit | Grants 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
WORKFLOW ACCESS | VIS-Person-MyOrg | Grants visibility for people in a person's organizations. Can view basic information about people belonging to the same organizations. | Visibility | ACT-Person-Profile-Edit-MyOrg | Grants the ability to edit the profile attributes for all people in their organizations. | Activity |
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| title | Roles needed to manage the profile information of partners and customers |
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Management Role | Access Granted by Management Role | Role Type |
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UI-Person-Profile-Edit | Grants 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
WORKFLOW ACCESS | VIS-People-All | Grants visibility for all people in the system. | Visibility | 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-Partners | Grants the ability to edit the profile attributes for all people below the Partners location. | Activity |
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| title | Roles needed to manage the profile information of all people |
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Management Role | Access Granted by Management Role | Role Type |
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UI-Person-Profile-Edit | Grants 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
WORKFLOW ACCESS | VIS-People-All | Grants visibility for all people in the system. | Visibility | ACT-Person-Profile-Edit-All | Grants the ability to edit the profile attributes for all people in the system. | Activity |
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Roles needed to manage Management Role assignments
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):
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| title | Roles needed by people to manage the Management Role assignments of people and roles in their locations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Person Page 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 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
WORKFLOW ACCESS | 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-Management-Role-MyLocations | Grants visibility for all Management Roles belonging to the same locations. | Visibility | ACT-Management-Role-Membership-Management-MyLocations | Grants access to manage membership for management roles in person's locations. | Activity |
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| title | Roles needed by people to manage the Management Role assignments of people and roles in their organizations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Person Page 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 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
WORKFLOW ACCESS | 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-Management-Role-MyOrg | Grants visibility for all Management Roles belonging to the same organizations. | Visibility | ACT-Management-Role-Membership-Management-MyOrg | Grants access to manage membership for management roles in person's organization. | Activity |
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| title | Roles needed by people to manage the Management Role assignments of partners |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Person Page 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 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
WORKFLOW ACCESS | VIS-Person-All | Grants visibility for all people. | Visibility | VIS-Management-Role-All | Grants visibility for all Management Roles. | Visibility | ACT-Management-Role-Membership-Management-Partners | Grants access to manage membership for management roles in or below the Partners location. | Activity |
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| title | Roles needed by people to manage the Management Role assignments of all people |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Person Page 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 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
WORKFLOW ACCESS | VIS-Person-All | Grants visibility for all people in the system. | Visibility | VIS-Management-Role-All | Grants visibility for all Management Roles. | Visibility | ACT-Management-Role-Membership-Management-All | Grants access to manage membership for all Management Roles. | Activity |
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Roles needed to manage Business Role assignments
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):
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| title | Roles needed by people to manage the Business Role assignments of roles and people in their locations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSWORKFLOW ACCESSUpdate Person Business Roles Update Business Role and Location Person Assignment Update Person Management Role Assignments Change Primary Business Role and Location Workflow Move People Location Only
| 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-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-Location-MyLocationsAndBelow | Grants visibility for the Person's locations and below. This role is required to see qualifying Locations in the Locations trees. | Visibility | 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 |
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| title | Roles needed by people to manage the Business Role assignments of roles and people in their organizations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSWORKFLOW ACCESSUpdate Person Business Roles Update Business Role and Location Person Assignment Update Person Management Role Assignments Change Primary Business Role and Location Workflow Move People Location Only
| 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-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-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 | 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 |
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| title | Roles needed by people to manage all Business Role assignments |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSWORKFLOW ACCESSUpdate Person Business Roles Update Business Role and Location Person Assignment Update Person Management Role Assignments Change Primary Business Role and Location Workflow Move People Location Only
| VIS-Person-All | Grants visibility for all people in the system. | 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 | 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 |
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Roles needed to manage group membership
To manage the group membership of people, users need to have the following Management Role assignment:
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| title | Roles needed by people to manage the group membership of people and groups belonging to their locations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Group Page 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 ACCESSAdd People to Groups Update Person Group Membership Add Accounts to Groups Update Group Account Membership Add Groups to Group Remove Groups from Group Remove Service Principal From Groups Temporary Group Membership
| 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-Groups-Security-MyLocation | Grants visibility for all Security groups in a person’s locations. | Visibility | VIS-Groups-Distribution-MyLocation | Grants visibility for all Distribution groups in a person’s locations. | Visibility | VIS-Groups-Generic-MyLocation | Grants visibility for all Generic groups in a person’s locations. | Visibility | 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-Generic-MyLocations | Grants people with the role access to manage membership for all generic groups in person's locations. | 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 |
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| title | Roles needed by people to manage the group membership of people and groups belonging to their organizations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Group Page 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 ACCESSAdd People to Groups Update Person Group Membership Add Accounts to Groups Update Group Account Membership Add Groups to Group Remove Groups from Group Remove Service Principal From Groups Temporary Group Membership
| 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-Groups-Security-MyOrg | Grants visibility for all Security groups in a person’s organizations. | Visibility | VIS-Groups-Distribution-MyOrg | Grants visibility for all Distribution groups in a person’s organizations. | Visibility | VIS-Groups-Generic-MyOrg | Grants visibility for all Generic groups in a person’s organizations. | Visibility | ACT-Group-Membership-Management-Security-MyOrganizations | Grants people with the role access to manage membership for all security groups in person's organizations. | 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-MyOrganizations | Grants people with the role access to manage membership for all generic groups in person's organizations. | Activity |
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| title | Roles needed by people to manage all group memberships |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind Group Page 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 ACCESSAdd People to Groups Update Person Group Membership Add Accounts to Groups Update Group Account Membership Add Groups to Group Remove Groups from Group Remove Service Principal From Groups Temporary Group Membership
| VIS-Person-All | Grants visibility for all people in the system. | Visibility | VIS-Groups-All | Grants visibility for all groups. | Visibility | ACT-Group-Membership-Management-All-Groups | Grants people with the role access to manage membership for all groups | |
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| title | Additional Group Management Roles that can used with any of the above roles depending on the needed scope |
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Management Role | Purpose of Management Role | Role Type |
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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 | 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 |
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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):
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| title | Roles needed by people to create new people in their locations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSWORKFLOW ACCESS | VIS-Person-MyLocations | Grants visibility for all people in a person's locations. Visibility is needed to access the Action links for the opening the Create Person Simple page and the Create Person Advanced Edit One page. | Visibility | 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. All people must have a Business Role. | 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. All people must belong to a location. | Visibility | 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 | Additionally, if running the Create Person Advanced workflow and assigning Management Roles to the person, user need the following additional roles: | VIS-Management-Role-MyLocations | Grants visibility for Management Roles belonging to the same locations as the current person. If the Management Roles do not meet this criteria, they are not visible. | Visibility | ACT-Management-Role-Membership-Management-MyLocations | Grants access to manage membership for all Management Roles belonging to the same location as the current person. | Activity |
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| title | Roles needed by people to create new people in their organizations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSWORKFLOW ACCESS | VIS-Person-MyOrg | Grants visibility for people in a person's organizations. Visibility is needed to access the Action links for the opening the Create Person Simple page and the Create Person Advanced Edit One page. | 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-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 | 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 | Additionally, if running the Create Person Advanced workflow and assigning Management Roles to the person, user need the following additional roles: | VIS-Management-Role-MyOrg | Grants visibility for Management Roles belonging to the same organizations as the current person. | Visibility | ACT-Management-Role-Membership-Management-MyOrg | Grants access to manage membership for all Management Roles belonging to the same organizations as the current person. | Activity |
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| title | Roles needed by people to create new people in any location |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSWORKFLOW ACCESS | VIS-Person-All | Grants visibility for all people in the system. Visibility is needed to access the Action links for the opening the Create Person Simple page and the Create Person Advanced Edit One page. | 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 | Grants visibility for all locations in the system. 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 any business role. | Activity | Additionally, if running the Create Person Advanced workflow and assigning Management Roles to the person, user need the following additional roles: | VIS-Management-Role-All | Grants visibility for all Management Roles. | Visibility | ACT-Management-Role-Membership-Management-All | Grants access to manage membership for all Management Roles. | Activity |
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Roles Needed to Administer People
To perform administrative actions against people, 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):
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| title | Roles needed by people to administer people belonging to their locations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind 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 Edit Person Contextual Page Create Person Simple Page Create Person Advanced Edit One Page Resultant Resource Locations Page Navbar Global Search Box
WORKFLOW ACCESSCreate Person Person Edit Disable Multiple People WF Enable People Update Person Relationships Reset Password and Email Invite User to Join Organization Person Photo Approval Delete Multiple People with Options Restore Multiple Deleted People
| VIS-Person-MyLocations | Grants visibility for all people in a person's locations. Visibility is needed to access the Action links for the appropriate workflow and pages related to person management. | Visibility | ACT-Person-Object-Administration-MyLocations | Grants people with the role access to create, update, and delete people belonging to the same locations. | Activity |
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| title | Roles needed by people to administer people belonging to their organizations |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind 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 Edit Person Contextual Page Create Person Simple Page Create Person Advanced Edit One Page Resultant Resource Locations Page Navbar Global Search Box
WORKFLOW ACCESSCreate Person Person Edit Disable Multiple People WF Enable People Update Person Relationships Reset Password and Email Invite User to Join Organization Person Photo Approval Delete Multiple People with Options Restore Multiple Deleted People
| VIS-Person-MyOrg | Grants visibility for all people in a person's locations. Visibility is needed to access the Action links for the appropriate workflow and pages related to person management. | Visibility | ACT-Person-Object-Administration-MyOrg | Grants people with the role access to create, update, and delete people belonging to the same locations. | Activity |
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| title | Roles needed by people to administer partners and customers |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind 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 Edit Person Contextual Page Create Person Simple Page Create Person Advanced Edit One Page Resultant Resource Locations Page Navbar Global Search Box
WORKFLOW ACCESSCreate Person Person Edit Disable Multiple People WF Enable People Update Person Relationships Reset Password and Email Invite User to Join Organization Person Photo Approval Delete Multiple People with Options Restore Multiple Deleted People
| VIS-Person-All | Grants visibility for all people. Visibility is needed to access the Action links for the appropriate workflow and pages related to person management. | Visibility | ACT-Person-Object-Administration-Partners | Grants people with the role access to create, update, and delete all people below the Partners location. | Activity | ACT-Person-Object-Administration-Customers | Grants people with the role access to create, update, and delete all people below the Customers location. | Activity |
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| title | Roles needed by people to administer all people |
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Management Role | Access Granted by Management Role | Role Type |
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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 ACCESSFind 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 Edit Person Contextual Page Create Person Simple Page Create Person Advanced Edit One Page Resultant Resource Locations Page Navbar Global Search Box
WORKFLOW ACCESSCreate Person Person Edit Disable Multiple People WF Enable People Update Person Relationships Reset Password and Email Invite User to Join Organization Person Photo Approval Delete Multiple People with Options Restore Multiple Deleted People
| VIS-Person-All | Grants visibility for all people. Visibility is needed to access the Action links for the appropriate workflow and pages related to person management. | Visibility | ACT-Person-Object-Administration-All | Grants people with the role access to create, update, and delete all people. | Activity |
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