Person Management Roles

You are viewing an earlier version of the admin guide. For the latest version, please visit EmpowerID Admin Guide v7.211.0.0.

Person Management Roles

EmpowerID restricts access to people through the use of Management Roles. To work with people users must be assigned to the appropriate roles. 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 wtih 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 assignments:

Management Role Access Granted by Management Role Role Type 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 ACCESS View Self Page Viewer for the Page Viewer for the General Tab Edit Self Person Page Viewer for the Page Viewer for the Photo Edit Control WORKFLOW ACCESS Profile Manager Workflow Initiator for the workflow Person Edit Workflow Initiator for the workflow Person Photo Approval Workflow Initiator for the workflow 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

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):

Management Role Access Granted by Management Role Role Type UI-Person-Profile-Edit Grants people 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 Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Edit Person Contextual Page Viewer for the page Global Search Box Viewer for the search box WORKFLOW ACCESS Person Edit Initiator for the workflow Edit Person Photo Approval Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type UI-Person-Profile-Edit Grants people 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 Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Edit Person Contextual Page Viewer for the page Global Search Box Viewer for the search box WORKFLOW ACCESS Person Edit Initiator for the workflow Edit Person Photo Approval Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type UI-Person-Profile-Edit Grants people 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 Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Edit Person Contextual Page Viewer for the page Global Search Box Viewer for the search box WORKFLOW ACCESS Person Edit Initiator for the workflow Edit Person Photo Approval Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type UI-Person-Profile-Edit Grants people 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 Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Edit Person Contextual Page Viewer for the page Global Search Box Viewer for the search box WORKFLOW ACCESS Person Edit Initiator for the workflow Edit Person Photo Approval Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type UI-Person-Profile-Edit Grants people 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 Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Edit Person Contextual Page Viewer for the page Global Search Box Viewer for the search box WORKFLOW ACCESS Person Edit Initiator for the workflow Edit Person Photo Approval Initiator for the workflow 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

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):

Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab 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 Viewer for the page Viewer for the All Roles Tab 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 Viewer for the page WORKFLOW ACCESS Update Person Management Role Assignments Initiator for the workflow Update Management Role Assignments Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab 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 Viewer for the page Viewer for the All Roles Tab 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 Viewer for the page WORKFLOW ACCESS Update Person Management Role Assignments Initiator for the workflow Update Management Role Assignments Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab 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 Viewer for the page Viewer for the All Roles Tab 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 Viewer for the page WORKFLOW ACCESS Update Person Management Role Assignments Initiator for the workflow Update Management Role Assignments Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab 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 Viewer for the page Viewer for the All Roles Tab 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 Viewer for the page WORKFLOW ACCESS Update Person Management Role Assignments Initiator for the workflow Update Management Role Assignments Initiator for the workflow 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

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):

Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab Person View One Page Viewer for the page Viewer for the Manage Tab Viewer for the Roles, Accounts and Login Security accordion Viewer for the Actions accordion Viewer for the Advanced Attributes Editable Lists Find Business Roles and Locations Page Viewer for the page Viewer for the Business Roles and Locations Tab Viewer for the All People in Business Role and Location Accordion Viewer for the Net Access Granted By Direct and Inherited Accordion Viewer for the Management Role Membership Grid Resultant Resource Locations Page Viewer for the page Global Search Box Viewer for the search box Shopping Cart Viewer for the cart WORKFLOW ACCESS Update Person Business Roles Initiator for the workflow Update Business Role and Location Person Assignment Initiator for the workflow Update Person Management Role Assignments Initiator for the workflow Change Primary Business Role and Location Workflow Initiator for the workflow Move People Location Only Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab Person View One Page Viewer for the page Viewer for the Manage Tab Viewer for the Roles, Accounts and Login Security accordion Viewer for the Actions accordion Viewer for the Advanced Attributes Editable Lists Find Business Roles and Locations Page Viewer for the page Viewer for the Business Roles and Locations Tab Viewer for the All People in Business Role and Location Accordion Viewer for the Net Access Granted By Direct and Inherited Accordion Viewer for the Management Role Membership Grid Resultant Resource Locations Page Viewer for the page Global Search Box Viewer for the search box Shopping Cart Viewer for the cart WORKFLOW ACCESS Update Person Business Roles Initiator for the workflow Update Business Role and Location Person Assignment Initiator for the workflow Update Person Management Role Assignments Initiator for the workflow Change Primary Business Role and Location Workflow Initiator for the workflow Move People Location Only Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab Person View One Page Viewer for the page Viewer for the Manage Tab Viewer for the Roles, Accounts and Login Security accordion Viewer for the Actions accordion Viewer for the Advanced Attributes Editable Lists Find Business Roles and Locations Page Viewer for the page Viewer for the Business Roles and Locations Tab Viewer for the All People in Business Role and Location Accordion Viewer for the Net Access Granted By Direct and Inherited Accordion Viewer for the Management Role Membership Grid Resultant Resource Locations Page Viewer for the page Global Search Box Viewer for the search box Shopping Cart Viewer for the cart WORKFLOW ACCESS Update Person Business Roles Initiator for the workflow Update Business Role and Location Person Assignment Initiator for the workflow Update Person Management Role Assignments Initiator for the workflow Change Primary Business Role and Location Workflow Initiator for the workflow Move People Location Only Initiator for the workflow 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

Roles needed to manage group membership

To manage the group membership of people, users need to have the following Management Role assignment:

Management Role Access Granted by Management Role Role Type 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 ACCESS Find Group Page Viewer for the page Viewer for the All Groups Tab Viewer for the Groups I Manage Tab 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 ACCESS Add People to Groups Initiator for the workflow Update Person Group Membership Initiator for the workflow Add Accounts to Groups Initiator for the workflow Update Group Account Membership Initiator for the workflow Add Groups to Group Initiator for the workflow Remove Groups from Group Initiator for the workflow Remove Service Principal From Groups Initiator for the workflow Temporary Group Membership Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Group Page Viewer for the page Viewer for the All Groups Tab Viewer for the Groups I Manage Tab 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 ACCESS Add People to Groups Initiator for the workflow Update Person Group Membership Initiator for the workflow Add Accounts to Groups Initiator for the workflow Update Group Account Membership Initiator for the workflow Add Groups to Group Initiator for the workflow Remove Groups from Group Initiator for the workflow Remove Service Principal From Groups Initiator for the workflow Temporary Group Membership Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Group Page Viewer for the page Viewer for the All Groups Tab Viewer for the Groups I Manage Tab 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 ACCESS Add People to Groups Initiator for the workflow Update Person Group Membership Initiator for the workflow Add Accounts to Groups Initiator for the workflow Update Group Account Membership Initiator for the workflow Add Groups to Group Initiator for the workflow Remove Groups from Group Initiator for the workflow Remove Service Principal From Groups Initiator for the workflow Temporary Group Membership Initiator for the workflow 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
Management Role Purpose of Management Role Role Type 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

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):

Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page WORKFLOW ACCESS Create Person Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page WORKFLOW ACCESS Create Person Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find Person Page Viewer for the page Viewer for the People Tab View One Person Page Viewer for the page Viewer for the Manage Tab Edit Person Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page WORKFLOW ACCESS Create Person Initiator for the workflow 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

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):

Management Role Access Granted by Management Role Role Type 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 ACCESS Find 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 Viewer for the page Viewer for the Photo Edit Control Edit Person Contextual Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page Resultant Resource Locations Page Viewer for the control Navbar Viewer for the navbar Viewer for the Navbar User Sections Viewer for the Navbar Support Help Section Global Search Box Viewer for the search box WORKFLOW ACCESS Create Person Initiator for the workflow Person Edit Initiator for the workflow Disable Multiple People WF Initiator for the workflow Enable People Initiator for the workflow Update Person Relationships Initiator for the workflow Reset Password and Email Initiator for the workflow Invite User to Join Organization Initiator for the workflow Person Photo Approval Initiator for the workflow Delete Multiple People with Options Initiator for the workflow Restore Multiple Deleted People Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find 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 Viewer for the page Viewer for the Photo Edit Control Edit Person Contextual Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page Resultant Resource Locations Page Viewer for the control Navbar Viewer for the navbar Viewer for the Navbar User Sections Viewer for the Navbar Support Help Section Global Search Box Viewer for the search box WORKFLOW ACCESS Create Person Initiator for the workflow Person Edit Initiator for the workflow Disable Multiple People WF Initiator for the workflow Enable People Initiator for the workflow Update Person Relationships Initiator for the workflow Reset Password and Email Initiator for the workflow Invite User to Join Organization Initiator for the workflow Person Photo Approval Initiator for the workflow Delete Multiple People with Options Initiator for the workflow Restore Multiple Deleted People Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find 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 Viewer for the page Viewer for the Photo Edit Control Edit Person Contextual Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page Resultant Resource Locations Page Viewer for the control Navbar Viewer for the navbar Viewer for the Navbar User Sections Viewer for the Navbar Support Help Section Global Search Box Viewer for the search box WORKFLOW ACCESS Create Person Initiator for the workflow Person Edit Initiator for the workflow Disable Multiple People WF Initiator for the workflow Enable People Initiator for the workflow Update Person Relationships Initiator for the workflow Reset Password and Email Initiator for the workflow Invite User to Join Organization Initiator for the workflow Person Photo Approval Initiator for the workflow Delete Multiple People with Options Initiator for the workflow Restore Multiple Deleted People Initiator for the workflow 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
Management Role Access Granted by Management Role Role Type 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 ACCESS Find 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 Viewer for the page Viewer for the Photo Edit Control Edit Person Contextual Page Viewer for the page Create Person Simple Page Viewer for the page Create Person Advanced Edit One Page Viewer for the page Resultant Resource Locations Page Viewer for the control Navbar Viewer for the navbar Viewer for the Navbar User Sections Viewer for the Navbar Support Help Section Global Search Box Viewer for the search box WORKFLOW ACCESS Create Person Initiator for the workflow Person Edit Initiator for the workflow Disable Multiple People WF Initiator for the workflow Enable People Initiator for the workflow Update Person Relationships Initiator for the workflow Reset Password and Email Initiator for the workflow Invite User to Join Organization Initiator for the workflow Person Photo Approval Initiator for the workflow Delete Multiple People with Options Initiator for the workflow Restore Multiple Deleted People Initiator for the workflow 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

IN THIS ARTICLE