Configuring users and roles to be approvers

To complete the zone role workflow, you need to specify which users, groups, and roles can approve or reject zone-based role assignment requests for all computers in a domain or for specific computers.

Configuring approvers for the domain

If desired, you can specify some users to be zone role workflow approvers for all systems in a domain.

To configure approvers for the domain:

  1. Open the Admin Portal, click Resources, then click Domains to view the list of domains.
  2. Select a domain to view its details.
  3. Click Zone Role Workflow.
  4. Under Approver List, click Add.
  5. For the Approver Type, select either Requestor's Manager or Specified User or Role.
    • If you select Requestor's Manager, select the action to take if the requestor doesn’t have a manager, then click Add.
    • If you select Specified User or Role, click Add to search for and select users, roles, or both.

    To find a user or role to add to the approver list, start typing the user or role name. When you find the user or role you want to add, select it and click Add. You can also select multiple approvers at once or repeat Step 4 and Step 5.

  6. Click Save to save your changes to the approvers list, then continue to Configuring users to be requestors.

Configuring approvers for a specific computer

You can configure zone role workflow approvers for a specific computer, either as additional users or to override a domain-level approver setting.

To configure or override approvers for a specific computer:

  1. Open the Admin Portal, click Resources, then click Systems to view the list of systems.
  2. Select a system to view its details.
  3. Click Zone Role Workflow.
  4. Under Approver List, select one of the following choices:
    • Select Use domain assignments to use the approver users and roles defined for the domain.
    • Select Choose to override the approver users and roles defined for the domain.
  5. If you are overriding the approver users and roles defined for the domain, Click Add.
  6. For the Approver Type, select either Requestor's Manager or Specified User or Role.

    • If you select Requestor's Manager, select the action to take if the requestor doesn’t have a manager, then click Add.
    • If you select Specified User or Role, click Add to search for and select users, roles, or both.

    To find a user or role to add to the approver list, start typing the user or role name. When you find the user or role you want to add, select it and click Add. You can also select multiple approvers at once or repeat Step 5 and Step 6.

  7. Click Save to save your changes to the approvers list.