Onboard Management Roles

The onboard management wizard interface guides administrators step-by-step in creating new management roles. From defining the role's attributes and permissions to assigning owners and configuring default assignees, the wizard ensures accuracy and efficiency. Administrators can also configure how these roles appear in the IT shop. The workflow parameters can be configured to set default access requests and access levels for owners and deputies.

Step 1: Configure workflow parameters

The Onboard Management Role wizard workflow provides customization options. These customizable parameters are presented in the table below, allowing you to adapt the workflow according to your organization's specific requirements and preferences.

List of parameters

To configure workflow parameters, do the following:

1. On the navbar, expand Low Code/No Code Workflow and select Low Code Workflows.

2. Select the Workflow tab and search for Onboard Management Role workflow.

3. Click the Display Name for the workflow.
   
   

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4. On the View One page for the workflow, expand the Request Workflow Parameters accordion and search for the parameter you need to configure.

5. In this example, we will configure the DefaultAccessRequestPolicyID parameter by clicking the edit button, entering the GUID in the Value field, and then clicking Save. This process will set the identifier for the default access request policy.
   
   

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6. Please use the same instructions to adjust any parameter values.

Step 2: Run the Workflow

1. Navigate to the portal for the Resource Admin app in your environment.

2. In Resource Admin, select Management Role from the dropdown at the top of the page.
   
   

3. Select the Workflows tab and click Onboard a Management Role.
   
   

   You will now see the Onboard Management Role wizard workflow. Simply follow the step-by-step guide and provide all the necessary details for the Management Role in each section. Remember to click on "Next" after completing each step.
   
   

    

4. Please click on the "Submit" button to create the management role and exit the wizard.

    

Step 3: Verify Management Role was Onboarded

To verify that the management role was added successfully, navigate back to the Management Roles page in the IAM shop. Enter the job management role in the search box and click enter. You can use the filters on the left sidebar to narrow your search, including Applications, Location, Business Function, and other options.