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tutorial:adm:role_change_configuration [2017/11/04 09:37]
poulm
tutorial:adm:role_change_configuration [2022/03/29 15:06] (current)
apeterova extras approval workflows + fixed supported priorities
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 +====== Role assignment - approval process configuration ======
  
 +Process of role change request approval is managed by CzechIdM [[:devel:documentation:role_change|standard approval workflow]]. The workflow can be configured. <note tip>If you are not familiar with CzechIdM configuration, read [[.:application_configuration|this tutorial]]</note> **Enabling or disabling approval rounds** of standard approval workflow (as well as the definitions of role names for the individual approving rounds) can be configured in the configuration file //application.properties// or by an explicit entry in the tab **Settings → Configuration**:
 +
 +   * **idm.sec.core.wf.approval.helpdesk.enabled**  – true/false, enabling or disabling of approval by helpdesk (approvers is defined by role),
 +  * **idm.sec.core.wf.approval.manager.enabled**  – true/false, enabling or disabling of approval by manager (supervisor, guarantee of user),
 +  * **idm.sec.core.wf.approval.usermanager.enabled**  – true/false, enabling or disabling of approval by user's manager department (approvers is defined by role),
 +  * **idm.sec.core.wf.approval.security.enabled**  – true/false, enabling or disabling of approval by security department (approvers is defined by role).
 +{{  :devel:adm:configurable_items_approving.png?600  | Configuring roles approval}}
 +
 +**Who approves**  the role change request in each round is configured by following properties:
 +
 +  * **idm.sec.core.wf.approval.helpdesk.role**
 +  * **idm.sec.core.wf.approval.usermanager.role**
 +  * **idm.sec.core.wf.approval.security.role**
 +Value of each property is the name of the role of which the holders approve the role change request in appropriate step. e.g **idm.sec.core.wf.approval.security.role = Security**  says that users having role Security assigned approve the role request process in step designated to security department.
 +
 +===== Role criticality/priority =====
 +
 +Standard role approval process takes into account also role criticality. Each role can have its priority set [[.:new_role|in its definition]]. In application configuration there can be defined, who approves which criticality level by properties of the form **idm.sec.core.wf.role.approval<0-4>**. The value of each property is the name of the workflow which approves the given criticality level.
 +
 +The basic workflow names are: **approve-role-by-guarantee**  (approved by the authorizer of the role), **approve-role-by-manager**  (approved by the manager of the user for whom the role is requested), **approve-role-by-guarantee-security** (approved by the authorizer of the role and then the holder of the role Security).
 +
 +**Defaults:**
 +
 +  * idm.sec.core.wf.role.approval.0 is not specified (no additional approval workflow is used)
 +  * idm.sec.core.wf.role.approval.1=approve-role-by-manager
 +  * idm.sec.core.wf.role.approval.2=approve-role-by-guarantee
 +  * idm.sec.core.wf.role.approval.3=approve-role-by-guarantee-security
 +  * idm.sec.core.wf.role.approval.4 is not specified (no additional approval workflow is used)
 +
 +Other types of approval workflows can be found in the [[:devel:documentation:modules_extras|Extras module]], see [[:tutorial:adm:modules_extras_wf|Modules - Extras: Workflows for approval of role assignment]]