Provisioning Roles › Tasks for Provisioning Roles › Create a Provisioning Role

Create a Provisioning Role

You create a provisioning role once you decide about the role requirements:

• Which Identity Management environment has users who need other accounts
• Which accounts will be associated with the role
• Who will be the members, administrators, and owners of the role

To create a provisioning role

1. In the User Console, choose Roles and Tasks, Provisioning Roles, Create Provisioning Role.

   For details on each tab, click the Help link on the screen.

2. Complete the Profile tab. Only the Name field is required.

   Note: You can specify custom attributes on the Profile tab that specify additional information about provisioning roles. You can use this additional information to facilitate role searches in environments that include a significant number of roles. For more information, see the Administration Guide.

3. Complete the Account Templates tab.
   1. Choose an Endpoint Type, such as an ActiveDirectory.
   2. Choose an account template. The account templates are defined in the Provisioning Manager.

      The templates that you can choose are based on Endpoint Type.

   3. Add more account templates as needed for different endpoint types.

      

4. Complete the Administrators tab by adding admin rules that control who manages members and administrators of this role.
5. Complete the Owners tab by adding owner rules that control who can modify this role.
6. Click Submit.
7. To check that the role was created, choose Provisioning Roles, View Provisioning Role, then select the name of the role.