Link Roles

Coordinators and role approvers can link roles, so that membership in one role will automatically result in a request for membership to another role. This is useful for teams whose members all need access to a set of groups and resources.

For example, Team A does all of their work on the `dane` and `matrix` clusters. In the past, when someone new joined the team, they had to make two requests in IDM to be added to both resources. However, now that the role approver of `teamA-group-ocf` has linked it to the resource roles `dane-ocf-resource` and `matrix-ocf-resource`, when a new person joins the team they can simply request to be added to `teamA-group-ocf` and a request will be put in for access to the two resources automatically. When the team starts working on another cluster, `teamA-group-ocf` can be linked to the new cluster and the members in that role will have requests generated to give them access.

Step 1: Login

Log into [the new IDM](https://lc-idm.llnl.gov/) and authenticate via LC OAuth.

Step 2: Select "Request" from the top menu bar

Menu

Step 3: Select "Link Role"

Select "Link Role" from the list of actions in the "Manage Role" section. Note that you will only see this option if you are a role approver.

Roles

Step 4: Choose roles to link

  1. Click the text box under "Give Members From" to see a list of roles that you are an approver for. Begin typing to filer the list down and select the role you want.
  2. Click the text box under "Access To" to see the top of a list of all roles. Begin typing to filter the list down and select the role you want members of your role to have access to.
  3. Provide a brief justification for linking these roles.
  4. Press "Submit" to submit the request. The owner of the role will then be asked to approve the request.
    1. After the approval step is complete, it will take up to 20 minutes for your changes to appear on OCF machines and up to 2 hours for SCF machines.
Roles dialog

Unlink Roles

Follow steps 1 and 2, then select "Unlink Roles" in Step 3.