Did you know? You can filter “Who can request/view/approve the access for whom based on Savroles”

[Community_User]

Originally posted on July 18 2020 at 00:03 UTC

1. What is a savrole?

SSM’s savrole is where you define which user has what access inside SSM

2. What are the configs needed to filter users in Request and filter requests in history/approval screens?

Whom to Request, For Whom Can the Role User Approve the Request, Request History

3. Are these configs mandatory in create and edit savrole page?

Yes

4. What is the purpose of each of the config options?

Whom to Request

Config option	Explanation
Self	Request only for self
One level down the hierarchy	Request for self + all my direct reports
Two level down the hierarchy	Request for self + all my direct reports + all my direct reports reportees
Request for All	Request for all
Cannot Request	Cannot request for anyone
Advanced Config	Request for self + for the users retrieved from advanced filter

For whom the role user can approve the request

Config option	Explanation
Cannot Approve Any Request	Cannot Approve Any Request
Approve all requests assigned to me	Approve all requests assigned to me
Approve all requests assigned to me and my direct reports	Approve all requests assigned to me + my direct reports
Approve all requests assigned to me and users retrieved from advanced filter	Approve all requests assigned to me + users retrieved from advanced filter
Approve all requests	Approve all requests

Request History

Config option	Explanation
View all requests	View all requests
View all requests associated with me	View all requests requested by me, for me and assigned to me
View all requests associated with me and my direct reports	View all requests requested by me, for me and assigned to me + View all requests requested by my direct reports, for my direct reports and assigned to my direct reports
View all requests associated with me and my direct reports and my direct reports reportees	View all requests requested by me, for me and assigned to me + View all requests requested by my direct reports, for my direct reports and assigned to my direct reports + View all requests requested by my direct reports, for my direct reports and assigned to my direct reports
Cannot View Any Request	Cannot View Any Request
View all requests associated with me and user retrieved by advanced filter	View all requests requested by me, for me and assigned to me + View all requests requested by, for and assigned to users retrieved from advanced filter
View all requests submitted for the endpoint(s) retrieved	View all requests submitted for the endpoint(s) retrieved from advanced filter

5. What is delegate user’s visibility in request and History/Approval pages?

An active delegate user would be able to see what his/her parent user would see + what is defined his/her savrole

6. What type of advanced filter is available in savrole configs mentioned above?

HQL based filter- You have to write an HQL query to retrieve user list in request and in history and approval pages

JSON based filter- You have to write an JSON + HQL query to retrieve user list in request and in history and approval pages

7. Can you have different filters set for different request tiles in Request Home page?

Yes, you can have filters set at each request tile level in JSON option in advanced filter

8. Can you edit an advanced filter?

Yes, you can click on the (i) icon and advanced filter pop up opens up to edit the query/json

[Community_User · Accepted solution]

Originally posted on July 21 2020 at 02:44 UTC

Thanks Aarthi.

[Community_User]

Originally posted on May 29 2021 at 13:12 UTC

@Aarthi - View all requests associated with me and user retrieved by advanced filter - Is this possible to view only Endpoint Specific requests?