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Identity Manager 9.2 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases My attestation cases Pending attestations Displaying attestation history Managing attestation inquiries directed at you 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
Managing task delegations 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
Opening other web applications Managing tickets 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: Identities (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)
Tickets (menu description)

Sending reminders about my assignment resource pending attestation cases

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

The following options are available for sending reminders:

  • You can select a specific attestation case that shows its attestors and then send a reminder about this attestation case to one specific attestor (see Option 1).

  • You can send a reminder to all attestors of pending attestation cases that are shown on the current tab. This allows you to quickly notify all attestors that still need to make an approval decision (see Option 2).

  • You can show all the attestors that still need to make approval decisions about attestation cases and then send a reminder to one specific attestor (see Option 3).

To send a reminder to attestors of a selected attestation case

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. On the My Responsibilities page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to display.

  4. On the overview page, click Attestation.

  5. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  6. In the list, click the attestation case that has attestors you want to remind.

  7. In the details pane, click Actions > Send a reminder mail.

  8. In the Send a reminder mail dialog, next to the identity you want to notify, click Send a mail.

  9. Select the email program that you want to use.

    This opens an email template with the attestor's email address.

  10. Edit the email and send it to the attestor.

To send a reminder to all the attestors of pending attestation cases on the current tab

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. On the My Responsibilities page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to display.

  4. On the overview page, click Attestation.

  5. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  6. Click Send reminder.

  7. In the Send a reminder mail dialog, enter the message for the attestor.

  8. Click OK.

To send a reminder a specific attestor about pending attestation cases

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. On the My Responsibilities page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to display.

  4. On the overview page, click Attestation.

  5. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  6. In the Send a reminder mail dialog, next to the identity you want to notify, click Send a mail.

  7. Select the email program that you want to use.

    This opens an email template with the attestor's email address.

  8. Edit the email and send it to the attestor.

Related topics

Managing task delegations

You can temporarily delegate role memberships and responsibilities (and associated entitlements and duties) to other identities.
For example, if you go on vacation, you can hand over responsibility for a department and the associated tasks to a deputy.

Role memberships and responsibilities can also be delegated to you.

NOTE: In the Web Portal, a delegation is treated like a request.

Detailed information about this topic

Displaying delegations

You can display delegations created by you or by others for you.

To display delegations

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

    This opens the Delegation page (see Delegation (page description)).

  3. (Optional) To show more details about a delegation, perform one of the following actions:

    1. In the list, click the delegation whose details you want to show.

    2. In the details pane, click Details.

Related topics

Creating delegations

You can delegate role memberships and responsibilities to other identities.

NOTE: You cannot edit a delegation afterward. If you want to make a change to the delegation, delete it (see Deleting delegations) and create a new delegation.

To create a delegation

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

  3. On the Delegations page, click New delegation.

  4. In the Delegation of role memberships and responsibilities dialog, select the identity to which you want to delegate in the Recipient field.

    TIP: For a more detailed search for an identity, click Assign and select the appropriate identity in the Recipient dialog.

  5. Click Next.

  6. In the Select roles step, in the list, select the check boxes in front of the role memberships/responsibilities you want to delegate.

  7. Click Next.

  8. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role/responsibility will be delegated.

    • Valid until: Specify until when the role/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if you want to be notified when the recipient makes an approval decision about a delegated role/responsibility.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the menu, select a priority for the delegation.

  9. Click Save.

  10. In the Results step, click Close.

Related topics
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