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    Home Orlando HR Service Delivery HR Service Delivery Enterprise Onboarding and Transitions Okta integration Configure a business role

    Configure a business role

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    Configure a business role

    Create or modify a business role. Modeled after the organizational hierarchy for applications access, business roles enable you to provision applications to your employees. Depending on their job function, employees need different applications to perform their work. For example, the applications that a product designer requires differs from that of a software engineer. Each business role is mapped to one or more Okta groups, and you can create default business roles and parent-child hierarchies to provision applications based on job function, geography, and so on.

    Before you begin

    Role required: sn_businessroles.writer


    Procedure

    1. Navigate to Business Roles > Business Roles.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Table 1. Business Role form
      Field Description
      Name Name of the business role.
      Parent business role Other business roles of which this business role is a member. If the business role has a parent, then the child inherits all the applications that are provisioned to the parent.

      For example, say you have a parent business role called All Employees that provisions applications A and B, and a child business role called Marketing that provisions applications C, D, and E. When a new hire is assigned the Marketing business role, that user is provisioned applications A through E.

      Short description Description of the business role.
      Default Option to set this record as a default business rule. If selected, the business role is automatically assigned to all new hires that meet the audience criteria for that record.

      For example, a default business role called Active Users can be used to provision basic applications that users across your entire organization require.

      Audience Defines the conditions or criteria that the new hire must meet for the hiring manager to be able to assign the business role on their behalf.

      For example, you can use audience records so that one business role is only available for on-site workers and another business role is only available for remote workers.

      For details on how to configure an audience record, see Audiences.

      Active Option to activate the business role for use.
    4. Right-click the form header and click Save.
    5. In the Map to Okta groups section, map the business role to one or more Okta groups.
      1. Click Edit.
      2. From the list of available Okta groups on the left, move the groups that you want mapped to the business role to the list on the right.
        Important: If an Okta group is deleted from within the Okta system, that change will not be reflected in your instance. You must manually delete the record from the Fetch Okta Groups module, as well as remove it from any business role mappings.
      3. Click Save.
    6. Click Update.

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    Release version
    Choose your release version

      Configure a business role

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure a business role

      Create or modify a business role. Modeled after the organizational hierarchy for applications access, business roles enable you to provision applications to your employees. Depending on their job function, employees need different applications to perform their work. For example, the applications that a product designer requires differs from that of a software engineer. Each business role is mapped to one or more Okta groups, and you can create default business roles and parent-child hierarchies to provision applications based on job function, geography, and so on.

      Before you begin

      Role required: sn_businessroles.writer


      Procedure

      1. Navigate to Business Roles > Business Roles.
      2. Click New or open a record.
      3. Fill in the fields on the form.
        Table 1. Business Role form
        Field Description
        Name Name of the business role.
        Parent business role Other business roles of which this business role is a member. If the business role has a parent, then the child inherits all the applications that are provisioned to the parent.

        For example, say you have a parent business role called All Employees that provisions applications A and B, and a child business role called Marketing that provisions applications C, D, and E. When a new hire is assigned the Marketing business role, that user is provisioned applications A through E.

        Short description Description of the business role.
        Default Option to set this record as a default business rule. If selected, the business role is automatically assigned to all new hires that meet the audience criteria for that record.

        For example, a default business role called Active Users can be used to provision basic applications that users across your entire organization require.

        Audience Defines the conditions or criteria that the new hire must meet for the hiring manager to be able to assign the business role on their behalf.

        For example, you can use audience records so that one business role is only available for on-site workers and another business role is only available for remote workers.

        For details on how to configure an audience record, see Audiences.

        Active Option to activate the business role for use.
      4. Right-click the form header and click Save.
      5. In the Map to Okta groups section, map the business role to one or more Okta groups.
        1. Click Edit.
        2. From the list of available Okta groups on the left, move the groups that you want mapped to the business role to the list on the right.
          Important: If an Okta group is deleted from within the Okta system, that change will not be reflected in your instance. You must manually delete the record from the Fetch Okta Groups module, as well as remove it from any business role mappings.
        3. Click Save.
      6. Click Update.

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