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Creating PBAC Membership Policies
PBAC Membership policies are policies you create to specify the conditions under which an EmpowerID actor, such as a person or a Business Role and Location combination, can be added to or potentially added to Management Roles, groups, Business Role and Location combinations, and Query-Based Collections. PBAC Membership policies are comprised of Attribute-Based membership policies, which contain rules defining the field types, field type values, and rights needed by users for the system to add them to the target of the policy. In this article, we discuss the components of PBAC Membership policies and how to create and use them. This article elucidates the components of PBAC Membership Policies and guides you on their creation and application.
Step 1 – Create the policy
There are two methods you can use to create PBAC Membership Policies:
You can create a policy on a role or group’s View page
You can create a policy on the Role Modeling Inbox page.
Create a policy using the View page
Use the global search to search for the role or group for which you want to create a PBAC Membership Policy. To do so, select the appropriate resource type and then search for the specific resource. For example, if you want to create a policy for a Management Role named “spmemgroup,” select Group as the resource type and then search for “spmemgroup.”
This action directs you to the View page for the selected resource, which in this case, is the View page for the “spmemgroup” group.On the View page, select the Advanced tab, the Membership sub-tab, and then expand the Attribute-Based Membership accordion.
Click the Add [+] button in the Attribute-Based Membership Policies accordion.
This action opens the form for creating the policy.Fill in the form with the appropriate information.
Field | Description | Action / Task |
---|---|---|
Name | Name of the policy | Enter a name for the policy. |
Display Name | Display Name of the policy | Enter a display name for the policy. |
Policy Type | The policy type defines what happens as a result of policy matches. Results include:
| Select the desired policy type from the drop-down.
|
Is Enabled | Setting that specifies whether the system compiles the policy and adds entries to the inbox to be processed. If this setting is not checked, the system generates proposals that allow you to view what would happen if the policy was enabled. | Check or uncheck. |
Auto-Approve | Setting that specifies whether the system auto-approves membership for all actors matching the policy. This setting only applies when Member is the selected policy type. | Check or uncheck. |
Job Schedule | Setting that specifies the start date the policy compiler can first compile the policy, when the date the compiler should stop compiling the policy, and the frequency of compilation. The default start date is the date of creation with an interval that compiles the policy once every 24 hours. | Select the Start and End dates for the policy and specify the interval as desired. |
Responsible Party | In the EmpowerID system, the term "responsible party" refers to a person designated to bear accountability for the security and audit aspects of various IT objects. | Select the person who is to be the responsible party for the policy. |
When ready, click Save to create the policy.
Create a policy using the Role Modeling Inbox page
On the navbar, expand Role Management and select Role Modeling Inbox.
Select the Attribute-Based Membership Policies tab and then click the Add button on the grid header.
This action opens the form for creating the policy.Fill in the form with the appropriate information.
Field | Description | Action / Task |
---|---|---|
Which Type of Assignee for this Policy? | Used to select the type of assignee the policy that is the target of the policy. | Select an assignee type. |
Name | Name of the policy | Enter a name for the policy. |
Display Name | Display Name of the policy | Enter a display name for the policy. |
Policy Type | The policy type defines what happens as a result of policy matches. Results include:
| Select the desired policy type from the drop-down.
|
Is Enabled | This setting specifies whether the system compiles the policy and adds entries to the inbox to be processed. If this setting is not checked, the system generates proposals that allow you to view what would happen if the policy was enabled. | Check or uncheck. |
Auto-Approve | This setting specifies whether the system auto-approves membership for all actors matching the policy. This setting only applies when Member is the selected policy type. | Check or uncheck. |
Job Schedule | This setting specifies the start date the policy compiler can first compile the policy, when the date the compiler should stop compiling the policy, and the frequency of compilation. The default start date is the date of creation with an interval that compiles the policy once every 24 hours. | Select the Start and End dates for the policy and specify the interval as desired. |
Responsible Party | In the EmpowerID system, the term "responsible party" refers to a person designated to bear accountability for the security and audit aspects of various IT objects. | Select the person who is to be the responsible party for the policy. |
When ready, click Save to create the policy.
Results
EmpowerID creates the PBAC Membership Policy for the selected group, role, or Query-Based Collection. You can view the new policy in the Role Modeling Inbox.