Configure tasks (processes) in Identity Manager Operator

This article includes updates for Smart ID 22.10.

This article describes how to configure what tasks (processes) that shall be displayed on the Start page in Identity Manager Operator under the heading "What do you want to do?" and on the Search page, also under the heading "What do you want to do?".

Also described is how to change the order of the tasks (processes) that are displayed on the Start and Search pages.

A task relates to a process in Identity Manager.

Configure tasks (processes) to display on the Start page

Display a task (process) on the Start page under "What do you want to do?"

On the Start page in Identity Manager Operator, under the question "What do you want to do?", the available tasks for a specific role in Identity Manager are displayed with the core template in parentheses after the task. Each task in Identity Manager Operator relates to a process, and you must define which roles that should have the permission to start each process.

1. In Identity Manager Admin, go to Home > Process Import.

2. Select a process, for example, 'Create Employee', double click to open it.

3. Go to the Permissions tab.

4. Select Start process, and add the roles that shall be able to start this process in Identity Manager Operator, for example the role 'RegistrationOfficer'.

5. Click Save. 

6. For this example - with the process 'Create Employee' - go to Home > Identities.

7. Click the corresponding core template from the list, in this example we select Person.

8. In the General tab, click on "New-Process". Select the process 'Create Employee' (in this example) from the drop-down list.

9. Click Save.

10. To test this, open Identity Manager Operator (remember to Clear the cache). This process will now be displayed in the "What do you want to do" list on the Start page.

Change the order of the displayed tasks (processes) on the Start page

1. In Identity Manager Admin, go to Home > Process Import.

2. Click Sort in Operator. The Change Sort Sequence pop up is shown.

3. Select a process from the Name column and click on one of the arrows to move it one step up or down in the list. You can also move it directly to the top or the bottom.

4. Click Save.

5. To see the changed order on the Start page in Identity Manager Operator, you must clear the cache under the Admin page in Identity Manager Operator, and also log out and log in again.

Configure tasks (processes) to display on the Search page

Display a task (process) on the Search page under "What do you want to do"

To display a process on the Search page, you configure for what state of the core object that the process shall be displayed.

1. In Identity Manager Admin, go to Home > Process Import.

2. Select a process, for example, 'Activate Employee', double click to open it.

3. Go to the Permissions tab.

4. Select Start process, and add the roles that shall be able to start this process in Identity Manager Operator, for example the role 'RegistrationOfficer'.

5. Click Save. 

6. For this example - with the process 'Activate Employee' - go to Home > Identities.

7. Click the corresponding core template from the list, in this example we select Person.

8. Select, for example, the Inactive tab.

9. Under Additional Commands, click New (the pen) and a new row is created in the Process list.

10. Select the process from the drop-down list. In our example you select 'Activate Employee'.

11. Click Save.

12. To test this, open Identity Manager Operator (remember to Clear the cache). Go the the Search page and search for a person that is inactive. The process 'Activate Employee' will now be visible in the "What do you want to do" list on the Search page.

Change the order of the displayed tasks (processes) on the Search page

1. The order of the processes in Additional Commands corresponds to the order of the displayed tasks (processes) in the Search page. To change the order, click on one of the arrows in Additional Commands to move it one step up or down in the list. You can also move it directly to the top or the bottom.

2. Click Save.

3. To see the changed order on the Search page in Identity Manager Operator, you must clear the cache under the Admin page in Identity Manager Operator, and also log out and log in again.