GRC AC ARM Inherit Roles from manager in the Request form

[Former Member]

Hi experts,

Is it possible to automatically restrict or at least filter the roles available to the requester based on his manager/supervisor's roles or organizational area, e.g. company code?

We've been trying to stop requests from being rejected by giving a subset of options to the user, so there are less invalid requests.

Thanks for you kind help.

Regards,

Gustavo

[alessandr0 · Accepted solution]

Dear Gustavo,

you can filter the roles based on company, fuctional area, business processes and subprocesses (and some more like role owner, etc.). But with the mentioned attributes you can filter the role search and hence only a short set of role should be provided to the requestor.

Further more you can filter for organisational levels (company code, division, etc.) to have a more dedicated set of roles available.

Hope this helps.

Regards,

Alessandro

[Former Member · Accepted solution]

Hi Alessandro, thanks for the quick reply - it sure helps.

Just to wrap it up, are you saying that the form can be customized in such a way that each user will see only the roles according to the filtering criteria by company, function area and so on? Would you have to link to the documentation of such procedure or indication of where it's configured, please?

Thanks once again.

Gustavo

[alessandr0 · Accepted solution]

Hi Gustavo,

in the role search screen are several criterias available that can be used to filter the search results. The criterias can only be used if they are maintained in the roles (e.g. if you filter for company "Singapore", then in the roles for singapore the company information "Singapore" must be maintained). This criterias are master data that need to be provided so that filtering will work.

Does that help?

Regards,

Alessandro

[Former Member · Accepted solution]

Hi Alessandro - yes, it helps.

I was looking for automation in that front, where GRC would automatically filter based on the user's position.

Now that I know the standard solution doesn't provide that, I can start the discussions of feasibility, effort and benefit of such customization.

Thank you,

Gustavo

[alessandr0 · Accepted solution]

Dear Gustavo,

company can be mapped with the user master's address and then it comes up automatically. All others are filters you have to set manually (as admin you can define default values, but as they vary it's not really useful).

Regards,

Alessandro