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Administrator Guide
Last Updated: 2024-10-18
Concept: Role Assignments and the Snapshot Date Model

Concept: Role Assignments and the Snapshot Date Model

Role assignments use snapshots to capture the role assignees that are effective as of a particular date. When you enter role assignments in date order, each effective date is a snapshot view of the role assignees for your role assignments. A snapshot is updated if a role assignee is removed as of the effective date.
When you enter roles out-of-date order and back-date the
Effective Date
 field, you should add the roles to all later-dated snapshots as well.
  • To automatically update later-dated snapshots with changed role assignments, select the
    Update Later-Dated Assignments
     check box on the
    Assign Roles - Add/Remove
     and
    Assign Roles - Change Assignments
     actions.
  • You must have access to the
    Roles: Manage
     domain to select this check box.
When you use the
Assign Roles
 related action or a subprocess to enter role assignments, you must update future snapshots manually.
Example: Dave is added with a back-dated
Effective Date
.
Date Entered
Effective Date
Workers Added
2021-01-03
2021-01-03
+Cynthia
+Kim
2021-01-03
2020-01-28
+Dave
2021-01-10
2021-01-10
+Amy
Cynthia
Kim
Dave has the role between 2020-01-28 to 2021-01-02 only. To ensure that Dave has the role until 2021-01-15, you must add Dave to the role twice: effective as of 2021-01-03, and effective as of 2021-01-10.
Date Entered
Effective Date
Workers Added
2021-01-03
2021-01-03
+Cynthia
+Kim
2021-01-03
2020-01-28
+Dave
2021-01-10
2021-01-10
+Amy
Cynthia
Kim
2021-01-15
2021-01-03
+Dave
Cynthia
Kim
2021-01-15
2021-01-10
+Dave
Amy
Cynthia
Kim