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Identity Manager 9.2.1 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships My responsibilities
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 data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

Saving products for later

If you do not want to request products immediately but at a later date, you can save the products on the Saved for Later list. You can access your Saved for Later list at any time, move products from it into your shopping cart, and request them (see Requesting products on the Saved for Later list).

To add products to your Saved for Later list.

  1. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  2. In the menu bar, click Requests > Shopping cart.

  3. On the Shopping Cart page, in the list, select the check boxes next to the products that you want to save for later.

  4. Click (Actions) > Move to Saved for Later list.

    The products are moved with all their settings to your Saved for Later list.

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Displaying Saved for Later list

After you have moved products to your Saved for Later list, you can display all the products saved there.

To display your Saved for Later list

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, perform one of the following actions:

    • If there are products in the shopping cart, click (Actions) > View Saved for Later.

    • If the shopping cart is empty, click View Saved for Later list.

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Requesting products on the Saved for Later list

To request products on your Saved for Later list, you must add the products to your shopping cart.

To move products from the Saved for Later list to the shopping cart and request them

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, perform one of the following actions:

    • If there are products in the shopping cart, click (Actions) > View Saved for Later.

    • If the shopping cart is empty, click View Saved for Later list.

  3. On the Saved for Later page, select the check boxes in front of the products in the list that you want to request or add to the shopping cart.

  4. Click (Actions) > Move to shopping cart.

    This moves the products and all their settings to your shopping cart.

  5. On the Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

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Removing products from the Saved for Later list

You can remove products from your Saved for Later list. To delete the entire Saved for Later list, see Deleting the Saved for Later list.

To remove a product from your Saved for Later list

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, perform one of the following actions:

    • If there are products in the shopping cart, click (Actions) > View Saved for Later.

    • If the shopping cart is empty, click View Saved for Later list.

  3. On the Saved for Later page, click Remove from list next to the product you want to remove from the Save for Later list.

  4. In the Remove Product From Saved For Later List dialog, confirm the prompt with Yes.

To remove multiple products from your Saved for Later list

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, perform one of the following actions:

    • If there are products in the shopping cart, click (Actions) > View Saved for Later.

    • If the shopping cart is empty, click View Saved for Later list.

  3. On the Shopping Cart page, in the list, select the check boxes next to the products that you want to remove from the Save for Later list.

  4. Click (Actions) > Remove selected.

  5. In the Remove Selected Products From Saved For Later List dialog, confirm the prompt with Yes.

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