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Add Set Groups to Management Roles

Add Set Groups to Management Roles through a cart-based business request process. Users who meet the Set Group's criteria automatically receive the access granted to the role.

Prerequisites​

Before adding Set Groups to Management Roles, ensure you have:

  • Access to Resource Admin with permissions to manage the target Management Role

Procedure​

  1. Navigate to Resource Admin.

  2. Select Management Roles from the resource type menu. Management Roles Resource Type

  3. Locate the desired Management Role and click the Details button. Management Role details button

  4. In the left navigation, click Management Role Members > Set Groups. Management Role Members Set Groups

  5. Click Add Set Group As Member.

  6. Search for and select Set Groups to add: Add Set Group Search Modal

    • Type the Set Group name in the search field
    • Select the Set Group from the search results
    • Click Add to move it to the Added list
    • Repeat for additional Set Groups
    • Use Remove or Remove All to modify selections before proceeding

  7. Click Add Set Group As Member to add the action to your cart.

  8. Click the Shopping Cart icon at the top of the page. Shopping Cart Interface

  9. Review the selected Set Groups and their assignment details.

  10. Complete the justification:

    • Select a predefined justification from the Justification dropdown, OR
    • Select Other Justification and enter a detailed comment

  11. Enter a Business Request Name for the assignment request.

  12. (Optional) Add additional comments to provide context for approvers.

  13. Click Submit. Submit Cart

Verify the Results​

Set Group assignment may require approval depending on your organization's policies. To verify the assignment:

  1. Note the request status displayed in the submission status modal. Add Set Group to Management Role Status Modal
  2. If approval is required, click the status link to track the request in My Tasks.
  3. Once the assignment completes, return to the Management Role's Management Role Members > Set Groups section to confirm the Set Group was added.