Create Business Roles

Owned by Phillip Hanegan
Aug 20, 2024
4 min read

In EmpowerID, a Business Role is a user-defined hierarchical container for grouping people. You can also use it to delegate access to resources based on a person's job function within an organization, such as "Sales Representative" or "Contractor."

Required Fields

  • Name

  • Display Name

  • Description

  • Parent Business Role

If you do not want to add a Display Name or Description when creating the Business Role, you can set the RoleModelValidateBeforePublish system setting to false to override the default field requirements. To do so, follow the below instructions.

  1. On the navbar, expand Infrastructure Admin > EmpowerID Servers and Settings and select EmpowerID System Settings.

  2. Search for RoleModelValidateBeforePublish and click the edit button for the setting.

     

  3. Set the Value to false and click Save.

Create the Business Role

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

  2. From the Business Roles and Locations page, select the Actions tab and then click Create Business Role.

     

  3. In the Name section of the General Tab of the Business Role Details form, do the following:

    • Name – Enter a name for the Business Role

    • Check Button – Click the button to check whether the name being given to the Business Role already exists; if it does not, you will a message stating that the name is unique.

    • Description – Enter a description for the Business Role

    • Locale Key (Unique Name) – Enter a name to create a locale key for the Business Role. EmpowerID uses Locale Key Entries to link Localized Strings with their default value, replacing the default value with the appropriate translation (LocaleData) for users with differing locales.

    • Locale Key for Description – Enter a description for the locale key

    • Parent Business Role – Click the Select a Business Role link and then search for and select the desired parent role from the Business Role tree

    • Location – By default, the All Business Locations location is selected as the location; you can change this by clicking the X to remove the location and then searching for and selecting the desired location from the location tree.

      The below image shows an example of what the Name section looks like after entering the above information:

       

  4. Enter the following information in the fields of the Classification section of the form. These fields are used to classify the Business Role when making it available for business requests in the IT Shop.

    • High Level Classification – Select the usage type for the Business Role; there are two types you can select Default or Maintenance.

    • Owners – Search for and select the owner(s) of the Business Role. Owners can approve or reject business requests for membership in the role.

    • Business Domains (Locations) – Search for and select the business domain for the role.

    • Approvers – Search for and select an approver for business requests for membership in the role.

    • Is Assignable – Select this option to allow users to be assigned to the Business Role.

    • Publish in IT Shop – Select this option to give eligible users the ability to submit a business request for membership in the role from the IT Shop.

      The below image shows an example of what the Classification section looks like after entering the above information:

       

  5. Optionally, click the Advanced Tab and do the following:

    • Select Do Not Delete to prevent the Business Role from being deleted in the EmpowerID UI

    • Search for and select a Responsible Party for the Business Role

    • Add the Job Code for the role, if applicable, and any other extension attributes you need.

  6. Click Save to create the Business Role.