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Default Attribute Values policies are policies that allow you to automate the attribute values of any Person and flow those attributes to that Person's linked accounts in external account stores belonging to a policy target of the policy.

This topic demonstrates the following:

  • How to create a Default Attribute Values policy

  • How to assign the Default Attribute Values policy to an EmpowerID actor type

Info

Prerequisites

  • EmpowerID must be connected to Active Directory. For more details, see Connecting to Active Directory.

  • To allow any attribute changes occurring in EmpowerID via the policy to flow to the external account store, the Attribute Flow Rules configured for the account store must be set accordingly. For more information, see /wiki/spaces/EAGV24R2/pages/3390554435.

Tip

Default Attribute Values policies can be targeted against any number or combination of Management Roles, groups, Business Roles and Locations, Query-Based collections, as well as individual people. For example, if you create a Default Attributes Values policy that specifies that the Title attribute be set to "Contractor" for anyone assigned to the policy and then you assign the policy to a "Contractors" group, EmpowerID sets the Title attribute to Contractor for each Person in that group and then flows those changes to the corresponding attribute on each Person's user account in EmpowerID and the external account store.

Create a Default Attribute Values policy

  1. On the navbar, expand Admin, then Policies, and click Default Attribute Values.

  2. On the Attribute Values page, click the Add button.

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  2. Enter the following information in the Policy Details form:

    • Name – Enter a name for the policy.

    • Display Name – Enter the name for the policy that appears to users. This value is searchable.

    • Person Attribute – Select the attribute for the Person that you want to set using the policy.

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    • Default Value – Enter the default value for the selected attribute.

    • Always Overwrite – Select (check) whether changes occurring to the attribute in the external system should be reverted back to the default value set by the policy.

  3. Click Save.

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  2. After EmpowerID creates the policy, you should be directed to the completed Policy Details page

for the policy. From this page, you
  1. . You can assign the policy to

any EmpowerID
  1. any EmpowerID Actor from this page, such as a Group or Business Role and Location.

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Assign the Default Attribute Policy

  1. On the Policy Details page of the policy you just created, in the Policy Assigned To section, scroll to the actor type to which you want to assign the policy. You can assign the policy to any of the following actor types:

    • Business Roles and Locations

All people
    • The policy grants the resource to everyone in the selected Business Role and Location combinations

receive the resource granted by the policy
    • .

    • Management Roles – All people in the selected Management Roles receive the

resource granted by
    • resources the policy grants.

    • Management Role DefinitionsThe policy grants the resource to All Management Roles that are children of the selected Management Role Definition

receive the resource granted by the policy
    • .

    • Query-Based Collections (SetGroup) – All people in the selected collection receive the

resource granted by
    • resources the policy grants.

    • Groups – All people in the selected groups receive the

resource granted by
    • resources the policy grants.

    • People – All people selected receive the

resource
    • resources granted by the policy.

  1. In the Policy Assigned To section, click the Add button in the grid of the assignee type to which you are making the assignment. In this example, we assign the policy to a group, so we click the Add button in the Groups grid.

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  2. In the Group (or other Actor Type) field, search for and select the appropriate assignee.

Enter
  1. In the Priority field, enter a number to specify the

priority for the policy in the Priority field
  1. policy's Priority. This value is used to determine the priority of the attribute value if the user is assigned to another policy that sets the attribute to another. The lower the number, the higher the priority. 

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  2. Click Save.

  3. Repeat this for each additional

Actor
  1. actor type you want to add to the policy. For example, if you

wanted
  1. want to add a Business Role and Location combination to the policy, you can click the Add button on the Business Role and Location grid, select the specific

Business Role and Location
  1. combination, and assign a priority for the policy.

  2. When ready, click Save on the main page to assign the policy to the selected actors.

Info

Default Attribute Values policies only apply to a Person's Primary Business Roles and Location. For example, if you assign a policy to a Business Role and Location and a Person has that Business Role and Location as a secondary Business Role and Location, the policy has no effect on that Person's attributes.

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