Applies To:
GroupID 9 - Self-Service
Business Scenario:
El is a finance manager at Tyrell Corporation and would like his direct report, Jay, to join a communication group named Fintech, so that he can remain updated about an upcoming project. The Fintech group, however, is managed by a different team/owner. Jay can request to join the group on his own but it would be much easier if El could just place a join request on behalf of his subordinates. The idea of responsibly introducing a subordinate to a new working group by placing a join request on his or her behalf would also make the approval decision easy for the Fintech group owner.
Explanation:
GroupID Self-Service introduced the group types feature, where users can request to join or leave a semi-private group.
Now with GroupID 9, managers and peers can generate a request on behalf of other users. But before we move towards the actual steps for placing a request, here is a summary table for what we are about to do.
Feature | Description | Identity Store Permission |
Join/Leave on Behalf of Direct Reports | A manager can place a request to join or leave a group on behalf of users directly reporting to him. | Manage my Direct Reports permission should be set to Allow for the security role the requesting manager belongs to. |
Join/Leave on Behalf of Peers | Users reporting to the same manager can place a request to join or leave a group on behalf of their peers. | Join/Leave on Behalf of Peer permission should be set to Allow for the security role the requesting user belongs to. |
Manager to Request on Behalf of Direct Reports
Required Permission:
- In GroupID 9 Management Console, click the Identity Stores node and double-click an identity store to open its properties.
- On the Security Roles tab, select the security role El falls in and click Edit.
- On the Permissions tab, set the Manage My Direct Reports permission to Allow.
Steps to Request on Behalf of Direct Reports:
- In the Self-Service portal, search the Fintech group and open its properties.
- Click Join; a box is displayed.
- Since El wants to place this request on behalf of a direct report, click Other.
- Search and select the desired direct report and click Join.
- A notification email will be sent to both the group owner as well as to Jay. Once the request is approved, all the parties will be notified of the decision.
Required Permission:
- In GroupID 9 Management Console, click the Identity Stores node and double-click an identity store to open its properties.
- On the Security Roles tab, select the security role Jay falls in and click Edit.
- On the Permissions tab, set the Join/Leave on behalf of Peer permission to Allow.
Steps to Request on Behalf of Peers
- In the Self-Service portal, search the Fintech group and open its properties.
- Click Join; a box is displayed.
- Since Jay wants to place this request on behalf of a peer, click Other.
- Search and select the desired peer and click Join.
- A notification email will be sent to both the group owner as well as to the peer. Once the request is approved, all the parties will be notified of the decision.
Reference:
FAQ: GroupID group security types
GroupID Online Help topic: Security Types
Also See:
How To: Set semi-private security type as default
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