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Identity Manager 9.1.1 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Help (Menu description)

Use the various menu items in the menu (Help) to perform the following actions:

  • Open One Identity help resources

  • General information about the Web Portal

  • Change the user interface language

  • Change the user interface time zone

The following tables provide you with an overview of the menu items and actions that can be run here.

Table 72: Menu items

Menu

Menu item

Description

Help

 

 

Help

Opens the Web Portal's context-sensitive help.

 

Support

Opens the One Identity's support page. There you will find

a number of solution methods for different issues.

 

Community

Opens One Identity's community page, where you can exchange solutions with other users in a forum.

 

Connection

Here you can display detailed information about the logged-in user, authorization groups, and program functions.

 

Info

Here you can display, among other things, information about the currently installed version of your Web Portal and legal notices of the product.

 

Language

Here you can change the Web Portal's display language (see also Switching languages).

 

Time zones

Here you can change the Web Portal's time zone.

Request (Menu description)

You can use items on the Request menu to perform various actions and collect information about requests. The following tables provide you with an overview of the menu items and actions that can be run here.

Table 73: Menu items

Menu

Menu item

Description

Request

 

 

My requests

 

 

 

New Request

Here you can add products that you want to request into your shopping cart (see Adding products to the shopping cart).

 

 

Request history

You select the following actions:

 

 

Editing requests

You select the following actions:

 

 

Maintaining templates

Here you can perform the following actions for your own or system-wide request templates:

 

 

Shopping cart

You select the following actions:

 

My actions

 

 

 

Pending requests

You select the following actions:

 

 

Approval history

You select the following actions:

 

 

Request inquiries

You select the following actions:

 

Auditing

 

 

 

Request

Here you can see all the requests. You can also filter them so that only products requested for a specific identity are displayed (see Displaying all requests).

 

 

Approval

Here you can see all the approvals. You can also filter them so that only requests relating to a specific identity are displayed (see Displaying all approvals).

 

Escalation

You select the following actions:

My requests (page description)

Open the Pending Request page, by navigating through to Request > My Requests.

On the My Requests page you can perform various actions regarding your requests. To do this, click on one of the tiles:

Table 74: Tiles

Tiles

Description

New Request

Here you can add products that you want to request into your shopping cart (see Adding products to the shopping cart).

Request history

You select the following actions:

Editing requests

You select the following actions:

Maintaining templates

Here you can perform the following actions for your own or system-wide request templates:

Shopping cart

You select the following actions:

Request (page description)

To open the Request page go to Request > My Requests > Start a new request.

On the Request page, you can add products that you want to request to your shopping cart (see Adding products to the shopping cart).

There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.

Table 75: Request status

Icon

State

The product was requested and is already assigned. You cannot make another request at the moment.

The product was already requested or it is not currently available. It cannot be requested at the moment.

A pending request already exists for this product. You cannot repeat the request at the moment.

The product was already assigned to the user.

NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested.

The following tables give you an overview of the various features and content on the Request page.

Table 76: Controls

Control

Description

Recipient

Shows you the identity for whom you are selecting products.

Use the Change button to select for which identities you want to request the products (see Requesting for other identities or subidentities).

Find a service item

Use this search to help you find the products you want to request.

Service items in the category

Shows you to which service category the displayed products belong.

If the service category contains subcategories, click in the list and select the appropriate subcategory.

Change service category

Use this button to select another service category.

Include child categories

Use this check box to group together main and subcategories of the selected service category in a list.

Add to cart

This opens the My Shopping Cart page (see My shopping cart (page description)).

Use this button to add all the products you have selected using the (Add to cart) check box next to the product to the shopping cart (see Adding products to the shopping cart).

Actions > Check requests for this recipient

This opens the Requests for <identity> page (see Requests for identities (page description)).

Use this action to check which products the selected recipient already owns. This prevents you from requesting products that the recipient already has.

Actions > Select a request template

Use this action to request products from a request template (see Requesting using request templates).

Actions > Select a reference user

Use this action to request products that a specific identity already has (see Requesting products through reference users).

Actions > Show products other identities requested

This opens the Products other identities requested page (see Products other identities requested (page description)).

Use this action to display and request products that other identities in the system have already requested (see Requesting products through peer groups).

Table 77: Columns

Column

Description

Add to cart

Select the check box next to the product you want to add to the shopping cart. Then, using the Add to cart button, add these products to the shopping cart (see Adding products to the shopping cart).

Product

Shows you the product's name.

Service category

Shows you to which service category the product belongs.

Request

Use the Add to cart button to add the corresponding product to the shopping cart (see Adding products to the shopping cart).

TIP: You can show less data by using the column filters. For more information, see Filtering.

TIP: You can see more information about each action in the details pane. In the list, click the corresponding product and expand the details pane by clicking on the gray area.

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