Description: The following is a tutorial on how to create/modify affiliates using the new IAM solution from SailPoint.


Prerequisites

  • You must be able to log into the SailPoint portal to create/modify affiliates.

  • You must be a member of the specific Affiliate Supervisors group in order to log into SailPoint.
    (If you do not have access, please complete this form for approved access: SailPoint Access)


Instructions


  1. Log into the Sign-On Portal at: https://signon.stjohns.edu


  1. Click on the SailPoint icon:

  2. You will be taken to the SailPoint portal.

  3. Click on Request Center at the top of the screen and then Roles on the left panel. You will see the screen below. Under the Create Affiliate section, click on the Select button.


  4. Click on the Review Request at the top right, once it recognizes pending requests.


  5. You will be taken to the Review page. Remove any requests made in error. Then, click on the Submit Request button at the top right.


  6. Once you submit, you will receive an email.


  7. You will receive an email from no-reply@sailpoint.com, similar to the message below. To activate the request, click on the link, it will take you back to the SailPoint site to fill out the form.



Field Requirements:

Fill out the form: Anything with an asterisk is a required field.

The following fields must be completed. 

  • First Name, Middle Name (optional), Last Name

  • Personal Phone required for MFA and emergency notifications.

  • Manager – choose from the drop-down list

  • Start Date – When is the affiliate starting?

  • End Date – Can be set to a maximum of 1 year

  • Choosing the appropriate Affiliate Type- Please keep in mind St. John’s University’s commitment to the principle of least privilege. This concept ensures that users and entities have access only to the data, resources, and applications necessary to perform their roles.

a. Vendors – Storm Card (optional)
b. Visiting Scholars – AD, Email, Storm Card (Pre-checked)
c. Staff Augmentation - AD, Email (Pre-checked), Storm Card (optional)
d. Library Access – Storm Card (Optional)
e. Consultants/Volunteers - AD, Email, Storm Card (all optional)


  1. Once you have filled out the form, click Submit












  1. The creator of the affiliate and the manager of the affiliate will receive an email that the account was created.


To modify an existing affiliate


  1. Follow the same steps above, go to Request Center and click on Roles. Click Select for Modify Affiliate, then click Review Request at the top right



  1. Click Submit Request in top right 



  1. You will be taken to the next page as shown below.

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  1. Open your email client and you will have received an email from no-reply@sailpoint.com similar to the message below, click on the link, it will take you back to the SailPoint site to fill out the form.


  1. You can search by Affiliate name or Campus ID to locate the Affiliate you wish to modify.

image-20241217-230345.png




To search by Affiliate Name:

Enter the name of the person that you are searching for, click Submit.

image-20241217-230431.png


Campus ID lookup:

image-20241217-230458.png


  1. Once you have identified the affiliate you want to modify, select Submit, you will see the screen below.

image-20241217-230552.png


  1. You will receive an email from no-reply@sailpoint.com asking you to click on a link to continue to the modification page.


  1. The link in the email will take you to the form where you can modify the affiliate information.


image-20241217-230708.png


  1. Fill out the form as needed, then hit Submit in the lower right corner.