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Identity Manager 8.1.5 - Web Portal User Guide

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Request for other employees

You can make requests for other employees (such as department managers). You can only request products from the shops where the employee is a customer and for which you are responsible.

NOTE: You can filter the list of recipients. For more information, see Filter.

TIP: You can also order products for other employees directly from the shopping cart.

To make a request for another recipient

  1. In the toolbar, click Request | My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request page, click Change next to the Recipient field.

  4. In the Recipients dialog, click the employees in the list for which you would like to request products.

    NOTE: More information can be added to the list of employees. Click View settings | Additional columns and select the information you require from the dialog.

    The selected employees are displayed in a list to the right.

  5. Click Close.

  6. On the Request page, do the following:

    • Enter the product name in the Find a service item field and click .

      - OR -

    • Click the required service category.

    The relevant products are displayed.

    NOTE: Grouped service categories are displayed with and offer other selection options.

    TIP: If you would like to change the selected service category or return to the Request section, click .

  7. (Optional) If the service category contains subcategories, click and then subcategory.

    The products contained in the subcategory are listed.

  8. (Optional) To summarize the main and subcategories in a list, enable the option Include child categories.

  9. Perform one of the following tasks:

    • Right-click Add to cart next to the required product.

      - OR -

    • Enable the checkbox next to the required products and click Add to cart below the list.

    TIP: If you have selected a product upon which other products are dependent, a dialog opens to allow you to request these products along with the others.

  10. (Optional) Perform the following steps on the My shopping cart page.

    1. Click a request.

    2. Enter further details on the request in the area to the right.

    3. Click .

    4. Repeat these steps where necessary for other orders.

  11. (Optional) On the My Shopping Cart page, click Edit.

    A dialog for the shopping cart opens. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart. For more information, see Edit shopping cart.

  12. On the My Shopping Cart page, click Submit.

  13. In the Submit shopping cart dialog, click Yes.

Related topics

Making requests for subidentities

Requests can be made for subidentities in the same manner as for other recipients. If you are logged in to the Web Portal with your main identity, you can trigger a request for yourself and for your subidentities at the same time. If you are logged in with your subidentity, you can only make requests for the current subidentity.

To request a subidentity

  1. In the toolbar, click Request | My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request page, click Change next to the Recipient field.

  4. In the Recipients dialog, click the subidentities in the list for which you would like to request products.

    NOTE: More information can be added to the list of employees. Click View settings | Additional columns and select the information you require from the dialog.

    The selected subidentities are displayed in a list to the right.

  5. Click Close.

  6. On the Request page, do the following:

    • Enter the product name in the Find a service item field and click .

      - OR -

    • Click the required service category.

    The relevant products are displayed.

    NOTE: Grouped service categories are displayed with and offer other selection options.

    TIP: If you would like to change the selected service category or return to the Request view, click .

  7. (Optional) If the service category contains subcategories, click and then subcategory.

    The products contained in the subcategory are listed.

  8. (Optional) To summarize the main and subcategories in a list, enable the option Include child categories.

  9. Perform one of the following tasks:

    • Right-click Add to cart next to the required product.

      - OR -

    • Enable the checkbox next to the required products and click Add to cart below the list.

    TIP: If you have selected a product upon which other products are dependent, a dialog opens to allow you to request these products along with the others.

  10. (Optional) Perform the following steps on the My shopping cart page.

    1. Click a request.

    2. Enter further details on the request in the area to the right.

    3. Click .

    4. Repeat these steps where necessary for other orders.

  11. (Optional) On the My Shopping Cart page, click Edit.

    A dialog for the shopping cart opens. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart. For more information, see Edit shopping cart.

  12. On the My Shopping Cart page, click Submit.

  13. In the Submit shopping cart dialog, click Yes.

Displaying and requesting other people’s products

You can display and request products that other people from your surroundings have already requested. As a manager, you can also see products from your team’s peer groups. This way, you have a quick method of requesting products that are important to you or your team members.

TIP: A peer group contains all the people that have the same manager or the same primary or secondary department as the requester.

To request products for another employee

  1. In the toolbar, click Request | My Requests.

  2. On the My requests page, click the Start a new request tile.

  3. (Optional) If you want to make a request for another employee or check, which products have been requested by their peer group, proceeds as follows:

    1. On the Request page, click Change next to the Recipient field.

    2. In the Recipients dialog, click in the list on the employee you want to request a product for.

    3. Then, in the Selected pane, click on all the employees that you do NOT want to request the product for. The must only be one employee in the list.

    4. Click Close.

  4. On the Request page, bottom right, click the Actions | Products other employees requested menu item.

  5. On the Products other employees requested page, enable all the products that you want to request as well.

  6. Click Add to cart.

  7. (Optional) On the My Shopping Cart page, proceed as follows:

    1. Click a request.

    2. In the pane on the right, enter other details about the request.

    3. Click Save.

    4. Repeat this step for other requests in the shopping cart if necessary.

  8. (Optional) On the My Shopping Cart page, click Edit.

    A dialog for the shopping cart opens. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart. For more information, see Edit shopping cart.

  9. On the My Shopping Cart page, click Submit.

  10. In the Submit shopping cart dialog, click Yes.

Requesting privileged access

You can use the Privileged access requests service category to request privileged access to high-security systems (Privileged Account Management system).

TIP: For more information about Privileged Account Management see the One Identity Manager Administration Guide for Privileged Account Governance.

To request privileged access

  1. In the menu bar, click Request | My requests.

  2. In the My requests view, click Start a new request.

  3. In the Request window, next to Recipient click Change.

  4. In the Recipient view, click the user for whom you want to request the privileged access.

  5. Click Close.

  6. In the Request view, click Privileged access requests.

  7. On the Request page, select how you want to access the system by selecting the check box for the relevant option:

    • Telnet session requests: Request temporary access using a Telnet session.

    • Password release request: Request a temporary password.

    • Remote desktop session request: Request temporary access through a remote desktop connection.

    • SSH session request: Request temporary access through an SSH session.

  8. On the bottom right, click Move to shopping cart.

  9. In the new dialog, next to PAM user account, click Assign.

  10. In the PAM user account dialog, select the PAM user account that you want to use for PAM access.

  11. Next to System to access/Asset, click Assign.

  12. Depending on the type of access you have selected, perform one of the following actions:

    • Password release request: In the System to access window, in the table menu, select which access you want to request, either a PAM directory or a PAM Asset and then click the PAM directory or PAM asset in the list.

    • Telnet session requests, remote desktop session requests, or SSH session requests: In the Asset dialog, click your PAM asset.

  13. Click Assign next to Account to access.

  14. In the Account to access dialog, select in the Table menu, select which access you want to request, either PAM directory account or a PAM Asset account.

  15. In the list, select the system account to which you want to request access.

  16. (Optional) In the Comment field, enter a comment, for example, to justify why you are requesting this access.

  17. In the Valid from field, specify the time from which you want the access to be valid or clear the check box so that access is valid from the time of this request.

    TIP: You can use the icons next to the date field to easily select the date and time from the calendar or from a list.

  18. In Checkout duration, enter the number of minutes for which the access is valid.

    NOTE: This duration refers to your entry in the Valid from field.

  19. Click Save.

  20. Repeat the steps for all additional users and access types.

    As soon as the request is approved, a link is displayed in the detailed view of the request in the request history (Requests | My requests | Request history). You can use this link to log in to the Privileged Account Management to receive the login data.

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