Identity Manager 9.1 - Web Designer Web Portal User Guide

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: Display products that you have requested or other identities have requested for you (see Displaying request history) Resubmit requests (see Resubmitting requests) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests) Recall last question asked (see Deleting inquiries about pending requests)
		Editing requests	You select the following actions: Extend the validity period of products (see Renewing products with limit validity periods) Unsubscribe products (see Unsubscribing products) Cancel active requests (see Canceling requests) Escalate request approvals
		Maintaining templates	Here you can perform the following actions for your own or system-wide request templates: Show request templates (see Displaying request templates) Create request templates (see Creating request templates) Share request templates with other identities (see Sharing request templates) Edit request templates (see Editing request templates) Delete request templates (see Deleting request templates)
		Shopping cart	You select the following actions: Display your shopping cart (see Displaying the shopping cart) Manage your shopping cart (Managing products in the shopping cart) Display your saved for later list (see Displaying Saved for Later list) Manage your saved for later list (see Saved for Later list)
	My actions
		Pending requests	You select the following actions: Display all requests that you can approve (see Displaying pending requests) Grant or deny requests (see Approving and denying requests) Make inquiries about requests if the information is insufficient to make an approval decision (see Sending inquiries about pending requests) Add other approvers that can approve requests (see Appointing additional approvers to pending requests) Reroute request approvals to other identities (see Rerouting approvals of pending requests) Delegate request approvals to other identities (see Delegating approvals of pending requests to other identities) Pass request approvals to the fallback approver or the chief approval team (see Escalating approvals of pending requests) Change the priority of requests (see Changing priority of pending requests) Confirm terms of use of products requested for you (see Confirming terms of use) Add more products to existing requests (see Adding more products to pending requests) Cancel requests (see Canceling pending requests) Revoke requests' hold status (see Revoking hold status of pending requests)
		Approval history	You select the following actions: Display all approvals of product requests that you, or the identities that report to you, decided upon (see Displaying approvals) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests)
		Request inquiries	You select the following actions: Display questions that you were asked about certain requests (see Displaying request inquiries) Answer questions that you were asked about certain requests (see Answering inquiries about requests)
	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: Display all escalated requests that you can approve (see Displaying escalated requests) Grant or deny requests (see Approving and denying escalated requests) Make inquiries about requests if the information is insufficient to make an approval decision (see Submitting inquiries about escalated requests) Add other approvers that can approve requests (see Appointing additional approvers to escalated requests) Reroute request approvals to other identities (see Rerouting escalated requests' approvals) Delegate request approvals to other identities (see Delegating approvals of escalated requests to other identities) Change the priority of requests (see Changing priority of pending requests) Add more products to existing requests (see Adding more products to escalated requests) Cancel requests (see Canceling escalated requests) Revoke requests' hold status (see Revoking hold status of escalated requests)

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: Display products that you have requested or other identities have requested for you (see Displaying request history) Resubmit requests (see Resubmitting requests) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests) Recall last question asked (see Deleting inquiries about pending requests)
Editing requests	You select the following actions: Extend the validity period of products (see Renewing products with limit validity periods) Unsubscribe products (see Unsubscribing products) Cancel active requests (see Canceling requests) Escalate request approvals
Maintaining templates	Here you can perform the following actions for your own or system-wide request templates: Show request templates (see Displaying request templates) Create request templates (see Creating request templates) Share request templates with other identities (see Sharing request templates) Edit request templates (see Editing request templates) Delete request templates (see Deleting request templates)
Shopping cart	You select the following actions: Display your shopping cart (see Displaying the shopping cart) Manage your shopping cart (Managing products in the shopping cart) Display your saved for later list (see Displaying Saved for Later list) Manage your saved for later list (see Saved for Later list)

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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