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Configure Eligibility for Management Roles

Owned by Phillip Hanegan
Aug 28, 2022
6 min read

Eligibility rules allow you to restrict who can and cannot see and shop for IT resources that you have enabled for the IT Shop. Users added as eligible assignees for specific resources can shop for those objects in the IT Shop.

Add eligibility

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

  2. Select the All Roles tab and then search for the Management Role to which you want to add eligibility. 

  3. Click the Management Role link for the role.

     

  4. On the ViewOne page that appears, select the Advanced tab and then select the Eligibility sub-tab.


    You should see four eligibility rules:

    • Resources Members Eligible to Request (As Actor) – Allows you to specify the resources that members of the Management Role are eligible to request from the IT Shop, as well as the eligibility type for each of those resources.

    • Resources Members May Not Request (As Actor) – Allows you to specify the resources that members of the Management Role are excluded from requesting. Resources added here will not be visible to any members of the Management Role, even if they are eligible to request those resources by virtue of another assignment.

    • Who is Eligible to Request (As Resource) – Allows you to specify who is eligible to request membership access to the Management Role, as well as the eligibility type for each of those potential members.

    • Who is Excluded from Requesting (As Resource) – Allows you to specify who is not eligible to shop for membership access to the Management Role.

  5. Expand the accordion corresponding to the type of eligibility rule you want to assign to the Management Role and follow the steps outlined for that eligibility rule.

Add this rule when you want to give members of the Management Role the ability to shop for access to the resources you add here.

  1. Click the Add button in the grid header.

     

  2. Fill in the fields of the Assignment Information pane:

    • Assignment Type – Select Direct or Location.

    • Eligibility Type – Select Eligible, PreApproved or Suggested.

    • Resource Type – Search for and select the type of resource corresponding to the resource for which you are granting eligibility. For example, if you want to grant eligibility for a specific Management Role, you select Management Role as the resource type.

    • Enter a <Resource Type> Name to Search – Search for and select the specific resource to which members of the Business Role and Location are eligible to request. The resource must match the resource type or it will not appear when searching. For example, if you select Management Role as the resource type, you can only search for Management Roles.

  3. After entering your information, click Save.

     

  4. Repeat steps 2 and 3 to add other eligibility assignments as needed.

  5. When ready, close the Assignment Information pane and click Submit



Add this rule when you want to explicitly restrict members of the Management Role from having access to certain resources. Keep in mind that users restricted from resources will not be able to request those resources even if they have another assignment that that grants them eligibility.

  1. Click the Add button in the grid header.

     

  2. Fill in the fields of the Assignment Information pane:

    • Mode – Select Direct or Location.

    • Eligibility Type – Select Eligible, PreApproved or Suggested.

    • Resource Type – Search for and select the type of resource corresponding to the resource for which you are granting eligibility. For example, if you want to grant eligibility for a specific group, you select Group as the resource type.

    • Enter a <Resource Type> Name to Search – Search for and select the specific resource to which members of the Management Role are eligible to request. The resource must match the resource type or it will not appear when searching. For example, if you select Group as the resource type, you can only search for groups.

  3. After entering your information, click Save.

     

  4. Repeat steps 2 and 3 to add other eligibility assignments as needed.

  5. When ready, close the Assignment Information pane and click Submit



Add this rule when you want to give users the ability to shop for membership in the Management from the IT Shop.

  1. Click the Add button in the grid header.

     

  2. Fill in the fields of the Assignment Information pane:

    • Eligibility Type – Select Eligible, PreApproved or Suggested.

    • Which Type of Assignee for this Policy – Search for and select the EmpowerID actor type for which you are granting eligibility. For example, if you want to grant eligibility to all members of a specific group, you select Group as the assignee type.

    • Select <Assignee> Name to Search – Search for and select the specific assignee eligible for access to the Management Role. The assignee must match the assignee type or it will not appear when searching. For example, if you select Group as the assignee type, you can only search for groups.

  3. After entering your information, click Save.

     

  4. Repeat steps 2 and 3 to add other eligibility assignments as needed.

  5. When ready, close the Assignment Information pane and click Submit



Add this rule when you want to explicitly restrict specific users from being able to view or request access to the Management Role from the IT Shop. Keep in mind that users restricted from the Management Role will not be eligible for it even if they have another eligibility assignment for the role.

  1. Click the Add button in the grid header.

     

  2. Fill in the fields of the Assignment Information pane:

    • Eligibility Type – Select Eligible, PreApproved or Suggested.

    • Which Type of Assignee for this Policy – Search for and select the EmpowerID actor type for which you are restricting eligibility. For example, if you want to restrict all members of a specific group from eligibility, you select Group as the assignee type.

    • Select <Assignee> Name to Search – Search for and select the specific assignee restricted from being eligible for access to the Management Role. The assignee must match the assignee type or it will not appear when searching. For example, if you select Group as the assignee type, you can only search for groups.

  3. After entering your information, click Save.

     

  4. Repeat steps 2 and 3 to add other eligibility restrictions as needed.

  5. When ready, close the Assignment Information pane and click Submit



Remove Eligibility

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

  2. Select the All Roles tab and then search for the Management Role from which you want to remove eligibility. 

  3. Click the Management Role link for the role.

     

  4. On the ViewOne page that appears, select the Advanced tab and then select the Eligibility sub-tab.

  5. Expand the accordion that corresponds to the eligibility assignment you want to remove.

  6. Click the trash can icon beside the assignment you wish to remove.

     

  7. Click Submit.

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