Create Business Role and Location Combinations

In EmpowerID, Business Role and Location Combinations are special objects comprised of a Business Role, such as "Contractor" or "Standard Employee," and a location, such as "All Business Locations" or "Boston." You can use these to facilitate new Person creation by assigning them during onboarding. This allows you to assign resources through role-based delegations.

Prerequisites

The Business Role and Location you are combining must exist in EmpowerID. In addition, if the Location is for directory-based assignments, EmpowerID must be connected to an external directory like Active Directory and your external directory OUs must be mapped to EmpowerID logical locations.


Create a Business Role and Location combination

  1. Navigate to the Find Business Roles and Locations page by expanding Role Management and clicking Business Roles and Locations on the navbar.

  2. Select the Business Roles tab on the Find page and search for the Business Role you want to combine with a location.

  3. Click the Display Name link for the Business Role.


    This opens the View One page for the Business Role. View One pages allow you to view details about an object in EmpowerID and manage that object as needed.

     

  4. On the View One page, expand the Business Roles and Locations accordion and click the Add button

     

  5. Search for and select the desired location in the tree that appears and click Save.



    After EmpowerID commits your change, you should see the Business Role and Location combination in the accordion.


Related

About Business Roles and Locations

What is an Organization?

Create Business Roles

Create Locations

Map EmpowerID Locations to External Locations

Assign Access Levels to Business Role and Location Combinations

Assign Management Roles to Business Role and Location Combinations

Map Groups to Business Role and Location Combinations

Add People to Business Role and Location Combinations

View Members of Business Role and Location Combinations

Remove People from Business Role and Location Combinations

Delete Business Roles

Delete Locations

Â