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Navigating the Organization Management Console

<div id="content"><p tabindex="0">​The Customer Identity &amp; Access Management B2B features can be accessed by selecting <i>Organization Management</i> in the SAP Customer Data Cloud Console. ​Once there, select the desired <i>Partner</i> in the <i>Partner/Site Switcher</i> menu located at the top right of the screen. ​Then select the site where you previously enabled Organization Management. ​You are now ready to set up CIAM for B2B settings and manage organizations you have business with.</p><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="The images show how to access the organization management administration console from the drop-down at the top of the SAP Customer Data Cloud main page, then how to select a Partner ID (Romain B2B in this example) from the dropdown at the top right of the Organization Management page, and how to select a previously-enabled Organization management site by clicking on one of the tabs (julio.com in this example)." alt="The images show how to access the organization management administration console from the drop-down at the top of the SAP Customer Data Cloud main page, then how to select a Partner ID (Romain B2B in this example) from the dropdown at the top right of the Organization Management page, and how to select a previously-enabled Organization management site by clicking on one of the tabs (julio.com in this example)." src="/service/media/C4H622I_2408_en-US_media/C4H622I_2408_en-US_images/U2_L1 Diagram 1.png" tabindex="0"></div>

Accessing the CIAM for B2B Console

<div id="content"><p tabindex="0">​The screenshot below shows the CIAM for B2B Console. Clicking the gear icon allows you to access the B2B <i>Organization Workspace Settings</i>.</p><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="This screenshot shows the CIAM for B2B Console, and highlights the gear icon next to the Organizations Workspace title." alt="This screenshot shows the CIAM for B2B Console, and highlights the gear icon next to the Organizations Workspace title." src="/service/media/C4H622I_2408_en-US_media/C4H622I_2408_en-US_images/U2_L1 Diagram 2.png" tabindex="0"></div>

CIAM for B2B Console

<div id="content"><p tabindex="0">​As shown in the screenshot below, the <i>Organization Workspace Settings</i> allows you to:</p><ul style="list-style-type:disc"><li tabindex="0">Setup your organization’s schema and member’s schema</li><li tabindex="0">Change the Delegated Admin look &amp; feel</li><li tabindex="0">Design the approval workflow</li><li tabindex="0">Manage overall notifications</li></ul><p tabindex="0">It also allows you to localize <i>Members Attributes, Members &amp; Registrant Notifications,</i> and the <i>Delegated Admin Console Titles &amp; Settings</i>.</p><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="This screenshot shows the Organization Workspace Settings. It contains boxes labelled Details, Organization Attributes, Members Attributes, Delegated Admin Console Look &amp; Feel, Approval Workflow, and Administration Notifications. At the bottom, a large box, titled Language related settings, has three box elements: Members Attributes, Members &amp; Registration Notifications, and Delegated Admin Cnsole Titles &amp; Settings.." alt="This screenshot shows the Organization Workspace Settings. It contains boxes labelled Details, Organization Attributes, Members Attributes, Delegated Admin Console Look &amp; Feel, Approval Workflow, and Administration Notifications. At the bottom, a large box, titled Language related settings, has three box elements: Members Attributes, Members &amp; Registration Notifications, and Delegated Admin Cnsole Titles &amp; Settings.." src="/service/media/C4H622I_2408_en-US_media/C4H622I_2408_en-US_images/U2_L1 Diagram 3.png" tabindex="0"></div>

Organization Workspace Settings

<div id="content"><p tabindex="0">​When it comes to organizations, the <i>Organizations Workspace</i> allows you to:</p><ul style="list-style-type:disc"><li tabindex="0">Check/approve/disapprove registration requests</li><li tabindex="0">Manage existing organizations and their members</li><li tabindex="0">Suspend/delete organizations</li><li tabindex="0">Edit an organization’s information</li><li tabindex="0">Check an organization’s current workflow status</li></ul><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="The screenshot shows the CIAM for B2B administration console highlighting the Organizations Workspace." alt="The screenshot shows the CIAM for B2B administration console highlighting the Organizations Workspace." src="/service/media/C4H622I_2408_en-US_media/C4H622I_2408_en-US_images/U2_L1 Diagram 4.png" tabindex="0"></div>

Organizations Workspace

<div id="content"><p tabindex="0">​The <i>Authorization Workspace</i> allows you to setup your B2B organization’s policies, or authorizations. ​</p><p tabindex="0">The first step is setting up <i>Assets &amp; Conditions</i>. <i>Asset Types</i> are classes of assets that will define the nature of an asset, its attributes, actions, rulesets, and finally the assets themselves. For example, an asset type could be named Airport, and the airport assets might be MIA, JFK, LGA, and so on. ​</p><p tabindex="0"><i>Conditions</i> are restrictions placed to access your systems, such as date, time, IP, member, or request attribute. ​</p><p tabindex="0">Not all the configurations above are needed to create a policy, but a few will be required.</p><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="This screenshot shows the CIAM for B2B admin console highlighting the Authorization Workspace with Assets &amp; Conditions." alt="This screenshot shows the CIAM for B2B admin console highlighting the Authorization Workspace with Assets &amp; Conditions." src="/service/media/C4H622I_2408_en-US_media/C4H622I_2408_en-US_images/U2_L1 Diagram 5.png" tabindex="0"><p tabindex="0">​After setting <i>Assets &amp; Conditions</i>, you can connect them with a policy, and then expose your policies and other B2B functionality to your legacy infrastructure (services and applications) using an application. ​With all of these set up and in place, you can embed and enforce B2B Authorizations for your third-party applications across your legacy systems and other connected services.</p><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="This screenshot shows the CIAM for B2B admin console highlighting the Authorization Workspace with Policies and Applications." alt="This screenshot shows the CIAM for B2B admin console highlighting the Authorization Workspace with Policies and Applications." src="/service/media/C4H622I_2408_en-US_media/C4H622I_2408_en-US_images/U2_L1 Diagram 6.png" tabindex="0"></div>

Authorization Workspace

<div id="content"><p tabindex="0">In the following video, we’ll familiarize you with the Organization Management Console:</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_42kiucpu"></div></div></div>

From Onboarding to Governance: Mastering SAP Customer Data Cloud for B2B

Learn how to access and navigate the Customer Identity and Access Management (CIM) B2B features within the SAP Customer Data Cloud console. Manage organizations, set up assets and conditions effectively.<br><br># This description was auto-generated #

U2L1 Navigating the Organization Management Console.mp4

You can access the Customer Identity & Access Management (CIAM) B2B features by selecting Organization Management in the SAP Customer Data Cloud Console at the top left of the window. Once there, choose the desired partner from the Partner/Site Switcher menu, located in the top-right corner of the screen. Then select a site where you previously enabled Organization Management. The next screen shows the CIAM for B2B Console. It initially consists of the Organizations Workspace and the Authorization Workspace.  Let’s proceed checking out the Organizations Workspace. The Organizations Workspace lists all existing organizations and allows you to manage them by enabling you to check registration requests, suspend or delete organizations, and check the current workflow status of an organization. On the Organization Management screen, click on the gear icon at the top right corner of the Organizations Workspace. It takes you to the Organization Workspace Settings screen. Here, you’re able to set up your Organization and Member Attributes, your Organization and Member Attributes, your Organization and Member Attributes, change the Delegated Admin Look & Feel, set up Approval Workflows and manage Administration Notifications. Additionally, you can localize attributes, notifications, and Delegated Admin Console texts.  click on the site name at the top left. On the right side of the screen, you can see the Authorization Workspace, which allows you to set up your B2B organization’s policies and authorizations. The Policy Catalog shows the defined policies in your system. It allows you to set up fine-grained control over access to your assets. For example, you could set up a policy which restricts sales of explosive auto parts to organizations and members with Explosive Handling licenses. Next to the Policy Catalog, you can see the Applications frame. In Organization Management, an Application represents a business application used by the Organization. That application could be a tool, website, program, and so on. Applications are created and listed in the Authorization Workspace. Typically, Applications interact with Assets. For example, if the Application is a commercial website from which customers can place orders, the Assets for this Application could be catalogs of product information, lists of existing clients, etc. Next, we switch to the Assets & Conditions tab in the Authorization Workspace. Asset Types are classes of assets that define the nature of an asset, its attributes, actions, rulesets and, finally, the assets themselves. For example, an asset type named Airport might have the assets LAX, JFK, LGA, and so on. Conditions are restrictions placed on access to your systems, such as date, time, IP, member, or request attribute. Congratulations! You've successfully learned how to navigate within the Organization Management console, where to manage organizations, configure both organization and member attributes, and member attributes, and where to set up assets and conditions.