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RA - Onboard Groups

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EmpowerID provides a comprehensive wizard workflow titled "Onboard Group," designed to simplify and streamline the process of onboarding groups within your organization. This user-friendly workflow guides users through each step, allowing them to perform a variety of group-related tasks during the onboarding process, including:

  • Adding Permanent Members: Easily add permanent members to the group, ensuring that the appropriate individuals have access to the necessary resources within the organization.

  • Applying RBAC Membership Policies: Add people to the group based on their RBAC assignments, such as belonging to a particular Management Role, Business Role and Location, or group. If users no longer have the RBAC assignment, they are automatically removed from the group.

  • Assigning Responsibility Parties and Owners: Assign responsible parties and owners to the group.

  • Configuring IAM Shop Settings for the Group: Publish the group to the IAM Shop, configure eligibility and Access Request policies for the group.


Procedure

  1. Navigate to the portal for the Resource Admin app in your environment.

  2. In Resource Admin, select Groups and then select the Workflows tab.

  3. Click Onboard Group.

     

    This opens the Onboard Group wizard workflow. Follow the wizard and fill in the fields of each section of the workflow with the appropriate information for your group. Please note that the sections and fields available may vary depending on the configuration of the workflow parameters.

     

  4. Under Tenant or Directory, select a tenant or directory location for the new group.

  5. If the directory is an on-premise directory, such as Active Directory, select the appropriate OU for the group.

  6. Click Submit to continue to the Group Information section of the workflow.

     

  7. Fill in the following fields in the General Information and Membership Options sections.

    • Group Purpose Text: Provide a statement describing the purpose of the group.

    • Group Purpose Additional Text: Include any additional information or details related to the group's purpose.

    • Group Usage Type: Specify the type or category that best represents the intended usage of the group.

    • Group Description: Optionally, provide a brief characterization of the group.

    • Do You Want To Add Permanent Members?: Select Yes if you want to add permanent members to the group while onboarding; otherwise, select No.

    • Do You Want To Add RBAC Membership Policies?: Select Yes if you want to add RBAC membership policies to the group; otherwise, select No.

  8. Click Next to continue to the Additional Group Details step of the workflow.

  9. Under Additional Group Details, fill out the necessary details for the group.

  10. Review the summary information for the application and then click Submit.

  11. Click Submit to exit the wizard.

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