Create Default Attribute Values Policies

Default Attribute Values policies are policies that allow you to automate the attribute values of any Person and flow those attributes to that Person's linked accounts in external account stores belonging to a target of the policy.

This topic demonstrates the following:

• How to create a Default Attribute Values policy

• How to assign the Default Attribute Values policy to an EmpowerID actor type

Create a Default Attribute Values policy

1. On the navbar, expand Admin, then Policies, and click Default Attribute Values.

2. On the Attribute Values page, click the Add button.
   
   

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3. Enter the following information in the Policy Details form:

   • Name – Enter a name for the policy.

   • Display Name – Enter the name for the policy that appears to users. This value is searchable.

   • Person Attribute – Select the attribute for the Person that you want to set using the policy.
     

   • Default Value – Enter the default value for the selected attribute.

   • Always Overwrite – Select (check) whether changes occurring to the attribute in the external system should be reverted back to the default value set by the policy.

4. Click Save.
   
   

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5. After EmpowerID creates the policy, you should be directed to the completed Policy Details page for the policy. From this page, you can assign the policy to any EmpowerID Actor, such as a Group or Business Role and Location.
   
   

Assign the Default Attribute Policy

1. On the Policy Details page of the policy you just created, in the Policy Assigned To section, scroll to the actor type to which you want to assign the policy. You can assign the policy to any of the following actor types:

   • Business Roles and Locations – All people in the selected Business Role and Location combinations receive the resource granted by the policy.

   • Management Roles – All people in the selected Management Roles receive the resource granted by the policy.

   • Management Role Definitions – All Management Roles that are children of the selected Management Role Definition receive the resource granted by the policy.

   • Query-Based Collections (SetGroup) – All people in the selected collection receive the resource granted by the policy.

   • Groups – All people in the selected groups receive the resource granted by the policy.

   • People – All people selected receive the resource granted by the policy.

2. In the Policy Assigned To section, click the Add button in the grid of the assignee type to which you are making the assignment. In this example, we assign the policy to a group, so we click the Add button in the Groups grid.
   
   

    

3. In the Group (or other Actor Type) field, search for and select the appropriate assignee.

4. Enter a number to specify the priority for the policy in the Priority field. This value is used to determine the priority of the attribute value if the user is assigned to another policy that sets the attribute to another. The lower the number, the higher the priority. 
   
   

    

5. Click Save.

6. Repeat for each additional Actor type you want to add to the policy. For example, if you wanted to add a Business Role and Location to the policy, you click the Add button on the Business Role and Location grid, select the specific Business Role and Location and assign a priority for the policy.

7. When ready, click Save on the main page to assign the policy to the selected actors.