Attribute-Based Membership Policies Fields

Which Type of Assignee for this Policy

• Select the target type for the policy. These include:

  • Business Role and Location

  • Management Role

  • Management Role Definition

  • Group

  • Query-Based Collection

Select <Assignee> to Receive Policy

Select the specific assignee, such as the specific Management Role or Business Role and Location, that is to be the target of the policy. Specific assignees that can be selected are filtered by type. Thus if you selected Management Role as the type of assignee, this field allows you to only search for Management Roles.

Name

Name of the policy.

Display Name

Display name of the policy.

Policy Type

Policy type defines what happens as a result of policy matches. Results include:

• Member – Matches are granted membership if Auto-Approve is enabled on the policy; otherwise, the system generates Business Requests and sends them to the appropriate users for approval.

• Eligible – Matches are eligible for membership and can request it in the IT Shop.

• Pre-Approved – Matches are pre-approved for membership.

• Suggested – Matches see the role as suggested for them in the IT Shop.

Is Enabled

If selected, the system compiles the policy and adds entries to the inbox to be processed. It this setting is not selected, the system generates proposals that allow you to view what would happen if the policy was enabled.

Auto-Approve

If selected, the system approves the action specific to the chosen Policy Type; otherwise, the system generates Business Requests and sends them to the appropriate users for approval.

Job Schedule Interval

Select the Start and End dates for the policy and specify the interval as desired. The default start date is the date of creation with an interval that compiles the policy once every 24 hours.