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Identity Manager On Demand Hosted - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Creating samples

You can create new samples. To do this, you create a sample and assign the corresponding sample data to it.

To create a sample

  1. In the menu bar, click Attestation > Sample data.

  2. On the Sample Data page, click Create sample.

  3. In the Create sample pane, enter the name of the sample in the Display name field.

  4. Click Continue.

  5. In the Assign identities step, select the check box in front of the identity to which you want to assign the sample.

    TIP: To create an empty sample, do not select a check box and click Skip. You can assign identities to the sample later by editing it.

  6. Click Continue.

  7. In the Summary step, click Save.

Editing samples

You can assign additional identities to existing samples or remove them.

To assign another identity to a sample

  1. In the menu bar, click Attestation > Sample data.

  2. On the Sample Data page, click Edit next to the sample you want to edit.

  3. In the Edit Sample pane, click Assign identities.

  4. In the Select Identities pane, select the check box in front of the identity you want to assign to the samples.

  5. Click Assign.

To remove an identity from a sample

  1. In the menu bar, click Attestation > Sample data.

  2. On the Sample Data page, click Edit next to the sample you want to edit.

  3. In the Edit Sample pane, select the check box in front of the identity you want to remove.

  4. Click Remove identities.

  5. In the Remove Identities dialog, confirm the prompt with Yes.

Deleting samples

You can delete existing samples.

To delete a sample

  1. In the menu bar, click Attestation > Sample data.

  2. On the Sample Data page, select the check box next to the sample you want to delete.

    TIP: To delete multiple samples, select additional check boxes in front of the respective samples.

  3. Click Delete.

  4. In the Delete Sample dialog box, confirm the prompt with Yes.

Sending attestation reminders

If attestors have not yet processed an attestation case, you can send a reminder email to them to remind them about approving it.

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