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Identity Manager 9.1.3 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Managing shop shelves

You can display, create, edit, or delete shop shelves.

Each shop contains a number of shelves from which identities can request products. There are various products available for request on shelves. Shelves are set up under each shop.

Detailed information about this topic

Displaying shop shelves

You can display any of the shop's shelves and their details.

You can display any of the shop's shelves and their details.

To display the shelves in a store

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose shelves you want to display.

  3. In the Edit Shop pane, click the Shelves tab.

  4. (Optional) To display details of a shelf, click it in the list.

  5. (Optional) You can display the products that can be requested over this shelf (see Displaying requestable products).

Creating shelves for shops

You can create shelves for shops and identities can request system entitlements from them.

To create a shelf for shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop you want to create a shelf for.

  3. In the Edit Shop pane, click the Shelves tab.

  4. On the Shelves tab, click Create shelf.

  5. In the Create Shelf pane, enter the main data for the new shelf.

    Table 12: Shelves main data

    Property

    Description

    Name

    Enter a full, descriptive name for the shelf.

    Description

    Enter a description for the shelf.

    Attestors

    Click Assign/Change and select an application role. Members of this application role can approve attestation cases affecting products that can be requested over this shelf.

    This setting is inherited by all the products that are assigned to this shelf and do not have an attestor.

    Approval policies

    Click Assign/Change and select the approval policies that control how approvers are determined if products are requested from this shelf in the Web Portal.

    This setting is inherited by all the products that are assigned to this shop and do not have any approval policies.

    Owner

    Select the identity that is responsible for the shelf.

    The owner can be used as the approver in approval processes for off the shelf requests.

    Deputy manager

    Select the identity that deputizes for the shelf manager.

    The deputy can be used as the approver in approval processes for off the shelf requests.

  6. Click Create.

  7. (Optional) To specify which products can be requested from the shelf, add the corresponding products to the shelf (see Adding products to shelves).

Editing shop shelves

When you edit the existing shelves of a shop, you can perform the following actions:

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