Create Management Roles

Owned by Phillip Hanegan
Feb 29, 2024
3 min read

In EmpowerID, Management Roles are collections of operational capabilities. They are packaged as job-based bundles that let you make quick and easy bulk assignments of resources to users that match what they do in your organization. Think of Management Roles as a more powerful version of groups that

  • can grant access across platforms and

  • are not limited to granting access to one application or operating system.

EmpowerID includes a number of Management Roles that you can assign to people out of the box, and you can create new ones as needed.

Prerequisites

As Management Roles are children of Management Role Definitions, a corresponding Management Role Definition must exist for the Management Role you create.


Create a Management Role

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

  2. Click the Create Management Role action.


    This opens the Management Role Details page, which is where you enter the details about the role being created. 

     

  3. On the General tab of Management Role Details page, fill in the following information:

    • Name – Enter a name for the Management Role.

    • Display Name – Enter a display name for the Management Role. The Display Name for the Management Role is the name displayed in the EmpowerID user interfaces. 

    • Description – Enter a description for the role.

    • Locale Key (Unique Name) – Optionally, enter a name for the locale key. This is useful when the name needs to be localized for multiple languages.

    • Instructions – Optionally, enter any desired information in this field.

    • Locale Key for Description – Optionally, enter text to be used for the locale key description. This is useful when the description needs to be localized for multiple languages.

    • Role Type – Select the appropriate role type. Role types are used for classifying roles by their function. The Generic role type is the default and fits most circumstances.

    • Parent Definition – Select the Management Role Definition to use as the template for the role. The Blank Management Role Definition is the default. To base the role on another parent definition, click the X to clear the field and then search for and select the desired parent definition.

    • Creation Location – Specify the EmpowerID location in which you want to create the role. To do so, click the Select a Location link and in the Location Selector that appears, search for and select the desired location. When done, click Save.

       

    • Publish in IAM Shop – Select this option to make the Management Role available to eligible users in the IAM Shop.

    • Email – Optionally, enter an email address for the role.

  4. Optionally, select the Extension tab and add any custom attribute information in the available Extension Attribute fields.

  5. When ready, click Save to create the Management Role.