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Edit RBAC Membership Policies

RBAC membership policies automatically assign Management Roles based on organizational attributes like department, location, or business role. These policies continuously evaluate user attributes and automatically adjust assignments as users change positions or organizational structures evolve.

Prerequisites​

Before modifying RBAC membership policies, 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 Role Resource Type Dropdown

  3. Click the Workflows tab.

  4. Find and click Manage Management Role Wizard. Manage Management Role Wizard tile

  5. Select the Management Role you want to modify by checking the box next to it and click Next. Select Management Role screen

  6. Select Edit RBAC Membership Policies from the available actions and click Next. Edit RBAC Membership Policies action

  7. To add new RBAC membership policies: Edit RBAC Membership Policies form

    • Select a type from the Choose Type dropdown (Person, Group, SetGroup, Management Role, Business Role and Location, or Location)
    • Search for and select the specific person, group, role, or location
    • Repeat to add multiple policies
    • Use the Added counter to view your selections

  8. To remove existing RBAC membership policies:

    • Click Remove to delete a policy
    • Click Keep to retain it

  9. (Optional) Check the Preview membership box to see who will be affected before submitting and click Next.

  10. If you selected preview, review the impact and click Next:

    • Assignment Counts: Shows action type, assignee type, display name, and user count for each policy RBAC Membership preview
    • Detailed People List: Shows individuals who will receive or lose the role RBAC Membership people list

  11. Review the Operation Execution Summary to confirm your changes and click Submit. Operation Execution Summary

  12. Choose your next action and click Submit: Finish Workflow Options

    • Do you want to manage the same Management Role? - Perform additional actions on the same role
    • Do you want to manage different Management Role(s)? - Work with other Management Roles
    • Do you want to finish the workflow? - Exit the wizard

Verify the Results​

RBAC policy changes may require approval depending on your organization's policies. To verify the changes:

  1. After approval, navigate back to Resource Admin > Management Roles.
  2. Select the Management Role you modified and review the RBAC membership policies to confirm your changes were applied.