The Membership Tab allows you to associate a person with groups and roles and, by extension, with KIM permissions and responsibilities. Assigning a person to a role is the most direct way to give a user KIM permissions and responsibilities.
Figure 10 - Membership tab
The tab is divided into three sections, one for managing assignments to Groups, another for Roles, and a third for Delegations.
Groups Section
Table 9 Groups section definition
Title |
Description |
Group |
Optional. Enter the name of the KIM group you want to
assign this person to. You can also use the Group lookup |
Namespace Code |
Display-only. After you select a group to add this person to, the namespace code associated with the selected group is displayed. |
Name |
Display-only. After you select a group to add this person to, the name of that group is displayed. |
Type |
Display-only. After you select a group to add this person to, the type associated with the selected group is displayed. |
Active From Date |
Optional. If this user's assignment to this group is to be effective as of a certain date, enter that date here. |
Active To Date |
Optional. If this user's assignment to this group is to terminate as of a certain date, enter that date here.
|
Actions |
Click the Add button to add this group assignment. |
Roles Section
Table 10 Roles section definition
Title |
Description |
Role |
Optional. Use the Name lookup |
Namespace Code |
Display-only. After you select a role to assign to this Person record, the system displays the namespace code associated with that role. |
Name |
Display-only. After you select a role to assign to this Person record, the system displays the name associated with that role. |
Type |
Display-only. After you select a role to assign to this Person record, the system displays the role type associated with the selected role here. |
Active From Date |
Optional. If this user's assignment to this role is to be effective as of a certain date, enter that date here. |
Active To Date |
Optional. If this user's assignment to this role is to terminate as of a certain date, enter that date here.
|
Actions |
Click the Add button to add this role data. |
|
When assigning some roles, you may need to supply additional qualifying values that further define this person's assignment. For more information about role qualifiers, see Role. |
Delegations Section
Delegations allow you to set a user as a primary or secondary delegate for a current member of a role. The delegate has the same permissions as the role member and is able to act on action requests generated for the role member by KIM.
Table 11 Delegations section definition
Title |
Description |
Role Member |
Optional. Use the Role Member lookup |
Active From Date |
Optional. If this delegation is to be effective as of a certain date, enter that date here. |
Active To Date |
Optional. If this delegation is to terminate as of a certain date, enter that date here.
|
Delegation Type Code |
Optional. This defines how the delegate will be able to access workflow action requests generated to the delegating role member. Options are 'Secondary' (the user must use the secondary delegate action list filter to view action requests) and 'Primary' (action requests will route directly to the delegate's action list). |
Actions |
Click the Add button to add this delegation data. |
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