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Create Business Roles

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In EmpowerID, a Business Role is a user-defined hierarchical container for grouping people. You can also use it to delegate access to resources based on a person's job function within an organization, such as "Sales Representative" or "Contractor."

 By default, the form for creating Business Roles contains several required fields. You can override this behavior if desired. Expand for the details.

Required Fields

  • Name

  • Display Name

  • Description

  • Parent Business Role

If you do not want to add a Display Name or Description when creating the Business Role, you can set the RoleModelValidateBeforePublish system setting to false to override the default field requirements. To do so, follow the below instructions.

  1. On the navbar, expand Infrastructure Admin > EmpowerID Servers and Settings and select EmpowerID System Settings.

  2. Search for RoleModelValidateBeforePublish and click the edit button for the setting.

  3. Set the Value to false and click Save.

Create the Business Role

  1. On the navbar, expand Role Management and select Business Roles and Locations.

  2. From the Business Roles and Locations page, select the Actions tab and then click Create Business Role.

  3. In the Name section of the General Tab of the Business Role Details form, enter the following information into the form’s fields:

    Field

    Description

    Name

    Enter a name for the Business Role

    Check Button

    Click the button to check whether the name being given to the Business Role already exists; if it does not, you will a message stating that the name is unique.

    Description

    Enter a description for the Business Role

    Locale Key (Unique Name)`

    Enter a name to create a locale key for the Business Role. EmpowerID uses Locale Key Entries to link Localized Strings with their default value, replacing the default value with the appropriate translation (LocaleData) for users with differing locales.

    Locale Key for Description

    Enter a description for the locale key

    Parent Business Role

    Click the Select a Business Role link and then search for and select the desired parent role from the Business Role tree

    Location

    By default, the All Business Locations location is selected as the location; you can change this by clicking the X to remove the location and then searching for and selecting the desired location from the location tree.



    The below image shows an example of what the Name section looks like after entering the above information:

  4. Enter the following information in the fields of the Classification section of the form. These fields are used to classify the Business Role when making it available for business requests in the IT Shop.

    Field

    Description

    High Level Classification

    Select the usage type for the Business Role; there are two types you can select Default or Maintenance

    Owners

    Search for and select the owner of the Business Role. Owners can approve or reject business requests for membership in the role.

    Each role can have multiple owners

    Business Domains (Locations)

    Search for and select the business domain for the role.

    Approvers

    Search for and select an approver for business requests for membership in the role.

    Each role can have multiple approvers

    Is Assignable

    Select this option to allow users to be assigned to the Business Role

    Publish in IT Shop

    Select this option to give eligible users the ability to submit a business request for membership in the role from the IT Shop



    The below image shows an example of what the Classification section looks like after entering the above information:

  5. Optionally, click the Advanced Tab and do the following:

    • Select Do Not Delete to prevent the Business Role from being deleted in the EmpowerID UI

    • Search for and select a Responsible Party for the Business Role

    • Add the Job Code for the role, if applicable, and any other extension attributes you need.

  6. Click Save to create the Business Role.

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