Assigning role or responsibility

Role Assignment Management request enables you to:

  • Assign new roles to users in specific ERP
  • Revoke existing roles assigned to users in specific ERP

To create ERP specific Role Assignment Management Request perform the following actions:

  1. Provide details in the following panels:
    • General Information: Use this panel to provide the following general information about the request:
      • Request Name
      • Request Priority
      • Connection
      • Select User ID
      • Approval Manager
      • Assign Roles as Another User
    • New Roles to be Assigned to the User

      This panel enables you to assign new roles to the selected user account or revoke existing roles. This panel displays all the roles currently assigned to the selected user and the roles assigned to the user account selected in the Assign Roles as Another User field.

      Add New Roles

      To select a new role to be assigned to this user account, type in part of the role name. All roles from the selected connection and matching the search criteria are displayed. Select the required role name. Alternatively, click the Browse icon for the required role. The newly selected role is displayed below and are marked with an icon.
    • Roles already assigned to the User

      These are the roles already assigned to the selected user. If a mapped connection is selected for this request, this panel also lists the roles that are assigned to this user from the other connections.

    • More Details
      • Comments
      • E-mail Settings
      • Approval Stages
  2. Click Send.
    The request is send to the specified approvers and is displayed on the Requests home page. Click the request link to view the request details and take further action.