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How-to guides · Lesson

Create a role

Quick answer

Step-by-step: model and create a business or IT role in SailPoint IdentityIQ and set how it is assigned.

Key takeaways

  • Pick business vs IT role
  • IT roles hold entitlements; business roles group IT roles
  • Assign by rule or make requestable
  • Set an owner and certify the role

1. Decide the role type

Choose a business role (job function) or an IT role (entitlement bundle). Business roles group IT roles; IT roles hold the actual entitlements.

2. Define contents

For an IT role, add the entitlements or profiles on target applications. For a business role, add the IT roles it should grant.

3. Set assignment

Add an assignment rule on identity attributes for automatic assignment, or leave it requestable through Lifecycle Manager.

4. Owner and certify

Assign an owner and plan to certify membership and composition so the role stays accurate over time.

Want to learn this properly?

Our live, instructor-led SailPoint Training covers this hands-on, with real projects and a certification path.

Check your understanding

  1. What does a business role contain?

    • A. Raw entitlements only
    • B. IT roles
    • C. Connectors
    • D. Audit events
    Show answer

    B. IT roles

    Business roles group IT roles, which in turn hold entitlements.

Frequently asked questions

What else is worth knowing about How to Create a Role in SailPoint?

Add an assignment rule on identity attributes for automatic assignment, or leave it requestable through Lifecycle Manager.

What is the practical takeaway on How to Create a Role in SailPoint?

Assign an owner and plan to certify membership and composition so the role stays accurate over time.
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