Assigning Principals to Roles or Groups

Prerequisites

To assign principals, you must be assigned a role that includes the relevant actions. For example, to assign users to a role, you must have the right to manage both users and roles.

For more information, see Managing Users, Groups, and Roles .

Context

You can assign principals (users, roles, and groups) to roles and groups as follows:

  • Roles

    Roles reflect a user's function. By assigning a role to a user, you provide the user with the authorizations or functions that he or she needs to fulfill specific tasks. You can also indirectly assign a role to a user by assigning the group to which the user belongs to the role.

    You can display user management engine (UME) roles and if your installation includes a portal you can also display portal roles.

    For more information about portal roles, see the Portal documentation.

    You can assign the following principals to roles:

    • Users

    • Groups

    • Actions

      Actions include UME actions as well as security roles.

  • Groups

    You can assign the following principals to groups:

    • Users

    • Groups

    • Roles

    For more information, see UME Groups .

Restrictions

Restrictions to group assignments (if any) depend on the data source where the principals reside.

For more information, see the following:

Procedure


  1. Start identity management.

    For more information, see Identity Management .

  2. Choose a role or group.

  3. Choose the Modify pushbutton.

  4. Choose Assigned Users , Assigned Groups , Assigned Actions , or Assigned Roles as required.

  5. Under Available Users , Available Groups , Assigned Actions , or Available Roles , search for a principal.

    • You can narrow the search by selecting the data source you want to search, if there is more than one data source.

    • To view the details of assigned and available principals, click the principal Name or Logon ID , and choose Show Details . The details appear in a new window.

  6. Select a principal from the search results list and choose the Add pushbutton.

  7. Save your entries.