Assign Hyperion Role in Identity Self-Service 2.0
Date: 04/17/2017
Revision History:
12/14/2016 / 1.0 / Haritha / Initial Create
04/17/2017 / 2.0 / Page 10 / Added Role Justification comments box.
Target Audience: IAM Administrator, Departmental Authority (DAD) and Departmental Requester.
Purpose: How to assign Hyperion Role to users in Identity Self-Service they have authority over.
Work Flow for Request Role:
Work Flow for Approving a Medium Risk Role (Risk Level 5)
Request Role:
In this example, we are demonstrating how to request access for users in Identity Self-Service system they have authority over.
Step 1:
· Login to Identity Self-Service Portal using your Production User ID and Password
o https://sso.iam.fiscal.ca.gov/identity
· Upon Successful Login you will be placed on Identity Self-Service Portal landing page
Step 2: Click on Request Access tile selection to request access for a user in Identity Self-Service system.
· This action will display the Option, click on Request for others
· This action will display the list of users form that Organization
Step 3: Select the user by clicking the Add button
· Note if the user selected is correct
· Click Next
· The Role catalog will be displayed
· Check only Hyperion role from categories (By default all applications will be selected/checked)
· Select required role and click on Add To Cart (selected Hyperion Viewer)
· Click Next
· The selected role information will be displayed and is ready for checkout.
· Enter any comments in the Role Justification box for approver (if needed).
· Cross Check all the information and click on submit.
· Upon Submit Following message will display
You have successfully Submitted request to Hyperion role for a user in your Organization. Approval request is sent to DAD.
Step 4: Follow “Approve Pending Requests Job Aid” logging in as DAD and approve request.
· Upon Approve Following message will display “Your Request was processed Successfully”
Hyperion role request for a user approved successfully by DAD and sent to Access Review Team for next Approval as mentioned in Work Flow.
Step 5: Repeat Step 4 logging in as Access Review Team and approve request.
Hyperion role request for a user approved successfully by Access Review Team and sent to Fulfillment Admin for next Approval as mentioned in Work Flow.
Step 6: Follow Job Aid “View Pending Approvals Job Aid” logging in as Fulfillment Admin and open the Request.
Step 7: View the User information for that Request by clicking on Request Details Tab and note the User login.
Step 8: Follow “View User Job Aid” and view user information (from Step 6)
esp. Primary BU and Additional BU. Click on Modify and make changes if necessary.
Step 9: Repeat Step 4 to approve the request as Fulfillment Admin.
Hyperion role request for a user approved successfully by Fulfillment Admin
Step 10: Repeat Step 7 and click on roles tab to view the Hyperion Role assigned to user. Hyperion role displayed in users roles list.
You have successfully assigned a Hyperion role to a user in your Organization.
FI$Cal.329 Request Hyperion Role Job Aid 2.0 Page 1 of 12
Updated: 04/17/2017