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Identity Manager 8.2.1 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Requesting products Saved for Later list Request templates 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)

Setting the validity period of products in your shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can set their validity period. Once a product's validity period has expired, it can no longer be used.

NOTE: If you alter the validity period, the request's validity is determined by this information and not from the date of approval. An additional message is shown in the details pane of the respective product. If the request approval validity period has expired, the request is annulled.

TIP: You can renew the validity of a currently assigned product. For more information, see Renewing products with limit validity periods.

To set the validity period of a product in the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click the product in the list whose validity you want to define.

  4. In the details pane, in the Valid from field, specify from when the product is valid.

  5. In the Valid until field, specify until when the product is valid.

  6. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

To set the validity period of all products in the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click Edit.

  4. In the dialog, check the Valid from box.

  5. In the Valid from field, specify from when the products are valid.

    NOTE: Products that already have a fixed validity period are not changed in the process. To change the validity period of products that already have a fixed validity period, check the Replace already specified dates box.

  6. In the Valid until field, specify until when the products are valid.

    NOTE: Products that already have a fixed validity period are not changed in the process. To change the validity period of products that already have a fixed validity period, check the Replace already specified dates box.

  7. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Specifying the priority of products in your shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can specify their priority. The priority allows approvers to quickly identify how important a product request is.

To specify the priority of a product in the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click the product in the list whose priority you want to define.

  4. In the details pane, in the Priority menu, select the priority.

  5. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

To specify the priority of all products in the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click Edit.

  4. In the dialog, select the check box next to Apply the following priority to all products in the shopping cart.

  5. In the menu, select the desired priority.

  6. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Giving reasons for requests

After you have added products to your shopping cart (see Adding products to the shopping cart), you can give reasons for requesting them. A reason can help approvers make their approval decisions.

To give a reason for requesting a product from the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click the product in the list whose request you want to justify.

  4. In the details pane, in the Reason field, enter your reason for requesting this product.

  5. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

To give a reason for requesting all products from the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click Edit.

  4. In the details pane, in the Reason field, enter your reason for requesting these products.

  5. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Specifying departments for products in shopping cart

After you have added products to the shopping cart (see Adding products to the shopping cart), you can assign products to departments. This assignment can be used for billing purposes, for example.

To assign a department to a product in the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, in the list, click the product to which you want to assign a department.

  4. In the details pane, next to the Department field, click Assign.

    TIP: If the product already has an department, click Change.

  5. In the Department dialog, click the department you want to assign to the product.

  6. On the My Shopping Cart page, click Save in the details pane.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics
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