2.10 Configuring the Compliance Tab

This section provides details on configuring the Compliance tab. Topics include:

2.10.1 Security Roles

The Compliance tab uses a set of system roles to secure access to compliance functions. Each menu action in the Compliance tab is mapped to one or more system roles. If a user is not a member of one of the security roles defined for compliance, the Compliance tab is not available.

The system roles for compliance are automatically defined by the system at install time. These include the following:

  • Compliance Module Administrator

  • Attestation Manager

A Compliance Module Administrator is designated at installation time. After installation, the Role Module Administrator can assign additional users to the Compliance Module Administrator and Attestation Manager roles. To make additional role assignments, the Role Module Administrator uses the Roles > Role Assignments page in the User Application. For details on assigning users to roles, see the section “Making Role Assignments” in the Identity Manager User Application: User Guide.

2.10.2 E-Mail Notification

When an attestation process is initiated, each attester receives an e-mail message indicating that they must complete a compliance task. The message provides a link to the workflow activity that has been assigned to the attester. This behavior is enabled by default, but can be disabled in Designer.

The Compliance Task (Attestation Notification) template determines the content and format of e-mail messages sent to attesters. For more information on this template, see Section 18.4, Working with E-Mail Templates.