Roles Details

Use the Open Roles page to display the details of the selected role and modify role information.

Element

Description

Attribute

Displays the role attributes.

Hierarchy

Displays the role hierarchy information.

Access Policy

Displays the access policies assigned for the role.

Members

Displays the members assigned to the open role.

Organizations

Displays the organizations to which the open role has been published.

History

Displays all data about the open role that have been modified within a specified date range.

Note:

The History tab is displayed only when Identity Audit is enabled in the Oracle Identity Manager deployment.

View Analytics

Click View Analytics to compare the role with other existing roles to justify or reject the creation of the requested role.

Note:

When Identity Audit is enabled and if you modify any attribute or any other data, then the View Analytics button is available. This is for the request approver to compare the role before approval.

Apply

Click Apply to submit the changes.

Revert

Click to cancel the changes made to the page.

Attribute

Use the Attributes page to provide basic role information.

Element	Description
Name	Enter the name of the role.
Role Namespace	Displays the role namespace details.
Display Name	Enter the display name of the role.
Role E-mail	Enter the email id of the role.
Role Description	Enter the role description.
Owned By	Click to select the user who will be the Role Owner.

Catalog Attributes

Element	Description
Catalog	Enter the Catalog name.
Audit Objective	Enter the Audit Objective.
Risk Level	Select Risk level as, High Risk, Medium Risk, or Low Risk.
User Defined Tags	Enter user defined tags.
Approver User	Click to select the approver user.
Approver Role	Click to select the approver role.
Certifier User	Click to select the certifier user.
Certifier Role	Click to select the certifier role.
Fulfillment User	Click to select the fulfillment user.
Fulfillment Role	Click to select the fulfillment role.
Certifiable	Select to enable the role to appear in the certification.
Auditable	Select to enable the role to appear in audit.
Requestable	Select to mark the role as Requestable entity.

Hierarchy - Inherits From

Use this tab to displays the parent roles from which it inherits permissions from.

Element	Description
Actions	Select the following options from the Actions menu: Add: Click to add parent role. Remove: Click to remove the selected role. Undo: Click to undo previous action. Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Choose commands from the View menu to control how the columns are displayed: Column: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Reorder Column: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add	Click Add to add a parent role.
Remove	Click Remove to remove a parent role that is selected.
Undo	Click to undo previous action.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.
	Click to show or hide the filter row that is displayed above the column headers to query on the columns.

Hierarchy - Add Parent Roles

Element	Description
Search Role list	Select an attribute based on which you can search the Role. The attributes are Display Name, Name, Role E-mail, Role Description, or Role Namespace.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click to perform the search and display the results in a tabular format.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required role and click Add Selected to move it to Selected Roles table.
All Add	Click to add all the roles listed in the Result list.
Remove Selected	Select the required roles and click Remove Selected to deselect them from Selected Roles list.
Remove All	Click to remove all the roles listed in the Selected Roles list.
Selected Roles	Displays the list of selected roles. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Then By: Role Description, Display Name, Role E-mail, Role Key, Name, or Role Category. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Select	Click to add the Role. Roles are listed in the Inherited from Panel.
Cancel	Click to close the window without adding roles.

Hierarchy - Inherited By

Use this tab to displays the child roles which inherit permissions from this role.

Element	Description
Actions	Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Choose commands from the View menu to control how the columns are displayed: Column: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Reorder Column: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.
	Click to show or hide the filter row that is displayed above the column headers to query on the columns.

Access Policy

Use this tab to add access policies to define access rights of this role.

Element	Description
Action	Select the following options from the Actions menu: Add: Click to add new access policy. Remove: Click to remove the selected access policy. Undo: Click to undo previous action. Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Displays the list of selected roles. Columns: Click a column header name to quickly show or hide a single column. Sort: Ascending Descending Advanced Sort By: Policy Description or Policy Name. Ascending or Descending. Then By: Policy Description or Policy Name. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to refine the search results by providing additional filters.
Add	Click Add to add a new access policy.
Remove	Click Remove to remove the selected access policy.
Undo	Click Undo to undo previous action.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
	Click to refine the search results by providing additional filters.
Detach	Click to open the table in a larger window.

Access Policy - Add Access Policies

Elements	Description
Search policy list	Select any one of the following search conditions: Policy Name: To search the policy by name. Policy Description: To search the policy by description.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click the search icon to search for policy.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Policy Name or Description. Ascending or Descending. Then By: Policy Name or Description. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required capability and click Add Selected to add any access policy selected from the Result table.
Add All	Click to add all the access policies listed in the Results table.
Selected Policies	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Policy Name or Description. Ascending or Descending. Then By: Policy Name or Description. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Remove Selected	Select the required policy and click Remove Selected to deselect any policy from Selected Policies table.
Remove All	Click to remove all the policies listed in the Selected Policies table.
Select	Click to add the Access Policy. Access Policies are listed in the Assign Access Policy Panel.
Cancel	Click to close the window without adding.

Members

Use this tab to define members to this role manually or via a membership rule.

Element	Description
User Membership Rule	Displays the membership rules.
Member assignment	Displays the user assigned.

User Membership Rule

Element	Description
Create Membership Rule	Click to add membership rule. Expression builder window opens.
Evaluate Rule Later	Select if the rule has to be evaluated later.
Edit Rule	Click to edit the membership rule.
Delete Rule	Click to delete the membership rule.

Member Assignment

Element	Description
Assign Users	Click to assign user. Assign user window opens.
Direct Members	Displays the members that are statically assigned to the open role.
Rule Based Members	Displayed the members that are assigned to the open role via membership rules.
Indirect Members	Displays the members that are indirectly assigned to this role.
All Members	Displays all the members, direct and rule based which are assigned to the open role.
Pending Members	Displays the members that are pending to this role.
View	Choose commands from the View menu to control how the columns are displayed: Columns: Click a column header name to quickly show or hide a single column. Detach: Click to open the table in a larger window. Sort Ascending Descending Advanced Sort By: Ascending or Descending. Then By: Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Assign	Click to assign static users. The Assign Users search dialog box is displayed.
Revoke	Click to revoke a user.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
Detach	Click to open the table in a larger window.

Organizations

Using this tab you can view the list of Organization that this role is available to.

Element	Description
Action	Select the following options from the Actions menu: Add: Click to add new organization. Remove: Click to remove the selected organization. Undo: Click to undo previous action. Refresh: Click to update the screen with any changes made on the (back-end) server.
View	Displays the list of selected roles. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, Hierarchy Aware, or Pending Action. Ascending or Descending. Then By: Organization Name, Type, Hierarchy Aware, or Pending Action. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to refine the search results by providing additional filters.
Add	Click Add to add a new organization.
Remove	Click Remove to remove the selected organization.
Undo	Click Undo to undo previous action.
Refresh	Click Refresh to update the screen with any changes made on the (back-end) server.
	Click to refine the search results by providing additional filters.
Detach	Click to open the table in a larger window.

Add Organizations

Element	Description
Search list	Select an attribute based on which you can search the Organization. The attributes are Organization Name, Type, Organization Status, Parent Organization Name, or Certifier User Name.
Search text box	Enter a value of the selected attribute as the search criterion.
	Click to perform the search and display the results in a tabular format.
Results	Displays the search result. Select the following options from the View menu: Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns. Query By Example: Click to show or hide the filter row that is displayed above the column headers to query on the columns.
Add Selected	Select the required organization and click Add Selected to add it to Selected Organization list.
Add All	Click to add all the organizations listed in the Result list.
Selected Organization	Displays the list of selected organizations. Columns: Click a column header name to quickly show or hide a single column. Sort Ascending Descending Advanced Sort By: Organization Name, Type, or Organization Status. Ascending or Descending. Then By: Organization Name, Type, or Organization Status. Ascending or Descending. Reorder Columns: Click to open a dialog that lets you change the order of the table columns.
Remove Selected	Select the required organization and click Remove Selected to deselect any organization from Selected organization list.
Remove All	Click to remove all the organization listed in the Selected organization list.
Select	Click to add the organization. Organizations are listed in the Assign organization Panel.
Cancel	Click to close the window without adding organizations.

History

Using this tab you can view history of changes in the specified date range for this role.

Element	Description
Search History	Select the date range. Click to select the date.
Search	Click to search the history for the selected date range.
Reset	Click to reset the values of the search fields.
Attributes	Displays the attributes associated with the role.
Hierarchy	Displays the role hierarchy associated with the role.
Access Policy	Displays the Access policy associated with the role.
Organization	Displays the Organization associated with the role.
Role Membership	Displays the role membership associated with the role.
Membership Rules	Displays the membership rules associated with the role.
Certification	Displays the certification associated with the role.