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By placing resources into a role, each assigned Core Identity will be assigned the current resource with the specified access level given that the Core Identity typestype matches. When creating a resource assignment to the role you therefore have to select the appropriate identity type. This identity type will be used to determinate the Core Identity Type.

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All the Core Identities that are assigned to a role are displayed in the UI. Each such assignment has a reason, a valid from and a valid to. The assignment type further indicates whether this assignment was automatically created based on a rule, was assigned manually by a person or was received in the context of an delegation. You can add and remove those assignments given that you have the appropriate rights.

Approval Groups & Workflows

Approval groups are a quick and easy way to implement an assignment approval process. You can quickly add groups of people and configure whether all or just one person needs to approve an assignmentIf a role assignment should be restricted by an approval process, you can use the tab Approval Groups tab to add, remove, and configure https://itsense.atlassian.net/wiki/spaces/IKB/pages/280887357/Approval+groups?atl_f=content-tree for the role. Once configured, any future assignment of the role is thereafter subject to the approval of these groups.

Starting from version 9.1, you also can configure your own approval workflows as described here. Note that the approval workflows will extend the approval groups. So if you have configured two approval groups and a workflow, all three need to pass.

Members and Member from

You can nest roles into other roles and therefore create a tree structure of roles. This structure is displayed in the members and members from tabs.

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Assets can be a handy tool to manage physical or virtual objects to an entity within the CoreOne Suite. By assigning an asset type and a asset group to a role, you can trigger an automatic assignment of an asset to all members of the current role. This can be used to automatically assigned phone numbers, key cards or any other asset type that you might have configured.

Catalog to role assignments

Info

This feature is available from version 8 and higher

When the current role is assigned to someone, it gives him the permission to assign and / or receive entities from the given catalogs.