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Assign Query-Based Collections to Roles

Assign Query-Based Collections to Management Roles to grant all collection members the permissions and resource access defined by the role. When you assign a Query-Based Collection to a Management Role, membership in the collection automatically grants membership in the role.

Prerequisites

Before assigning Query-Based Collections to Management Roles, ensure you have:

  • Access to manage Management Roles in EmpowerID

Procedure

  1. Navigate to Role Management > Management Roles.
  2. Select the All Roles tab.
  3. Search for and locate the Management Role you want to update.
  4. Click the Management Role link to open its View One page. Click Management Role
    The View One page displays all configuration and membership information for the Management Role. View One Page
  5. Select the Advanced tab.
  6. Expand the Other Types of Management Role Members accordion.
  7. In the Query-Based Collection (SetGroup) pane, click Edit. Edit QBC Pane
  8. In the Enter search to add field, enter the name of the Query-Based Collection you want to assign.
  9. When the Query-Based Collection tile appears in the search results, click it to add it to the Management Role.
  10. Click Save. Save QBC Assignment

Verify the Results

After assigning the Query-Based Collection to the Management Role:

  1. The View One page refreshes and displays the updated Management Role.
  2. In the Query-Based Collection (SetGroup) pane under the Other Types of Management Role Members accordion, verify the Query-Based Collection appears in the list.
  3. Confirm the Query-Based Collection name is correct.
  4. (Optional) Verify collection members received the Management Role:
    • Navigate to Identity Admin > People
    • Search for a person who is a member of the Query-Based Collection
    • Confirm they now have the Management Role assigned