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Identity Manager 9.2.1 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Managing escalated requests
Attestation
Managing attestation inquiries directed at you Managing attestations Attestors for attestation cases Displaying attestation history Auditing attestations My attestation cases Managing escalated attestation cases Pending attestations
Compliance Responsibilities
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
Managing task delegations Ownerships 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
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
Opening other web applications Managing tickets 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: Identities (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)
Tickets (menu description)

My actions (page description)

To open the My Actions page go to Request > My Actions.

On the My Actions page, you can perform various actions for requests in which you are involved as an approver.

To do this, click on one of the tiles:

Table 104: Tiles

Tile

Description

Pending requests

You select the following actions:

Approval history

You select the following actions:

Request inquiries

You select the following actions:

Pending attestations (page description)

Open the Pending Request page, by navigating through to Request > My actions > Pending requests.

Many requests go through a manual approval process in order to ensure the correct assignment of products. For more information about requests, see Pending requests.

On the Pending Attestations page, you can:

The following tables give you an overview of the different functions and content on the Attestations page.

Table 105: Controls

Control

Description

Approve

Use this button to approve the product request (see Approving and denying requests).

Deny

Use this button to deny the product request (see Approving and denying requests).

Approve all

Use this button to approve the all the product requests shown (see Approving and denying requests).

Deny all

Use this button to deny the all the product requests shown (see Approving and denying requests).

Next

Opens the Pending Requests – Approvals (see Pending requests – Approvals).

Use this button to show an overview of all approvals made that you still make adjustments to and then save. As long as you have not made an approval decision (by using the appropriate button), this button is disabled.

Table 106: Controls in the details pane of a product

Control

Description

Withdraw request

Use this button to approve the product request (see Canceling pending requests.

Revoking hold status

Use this button to release the request for approval again so that it can be processed by the approvers (see Canceling reservations of pending requests).

Withdrawing additional approval

If you have appointed an additional approver for this product request (see Appointing additional approvers to pending requests), use this button to revoke the action. Then you are the only approver of this product request (see Removing additional approvers of pending requests).

Recall last question

Use this button to recall the question that you asked another identity about the product request (see Recalling inquiries about pending requests).

Display the identity's entitlements

Use this button to specify which modifications to make to the effective date of change (see Approving new managers' pending requests).

More > Send inquiry

Use this function to send an inquiry to an identity about the product request (see Sending inquiries about pending requests).

More > Show entire request

Use this action to show the entire request that was used to request this product (see Displaying and approving entire requests of pending requests).

More > Reroute approval

Use this action to let another approval level make the approval decision about a product. For example, if approval is required by a manager in a one-off case (see Rerouting approvals of pending requests).

More > Add approver

Use this action to add an additional approver to share the approval decision about the request (see Appointing additional approvers to pending requests).

You can revoke this action in the approval history (see Removing additional approvers of pending requests).

More > Delegate approval

Use this action to delegate the approval decision about the request to another identity (see Delegating approvals of pending requests to other identities)(see Delegating approvals of escalated requests to other identities).

More > Reject approval

Use this action to reject the product request (see Rejecting request approval). The approval decision is returned to the original approver.

More > Escalate approval

Use this action to escalate the approval of this product request such that a fallback approver or member of the chief approval team can make the approval decision for this request (see Escalating approvals of pending requests).

More > Change priority

Use this action to change the priority of the product request (see Changing priority of pending requests).

Table 107: Columns

Column

Description

Product

Shows the name of the product that was requested.

State

Shows the current status of the product.

Request date

Shows when the product was requested.

Recipient

Shows for whom the product was requested.

Priority

Shows the priority for this product request.

Approval

Use these two buttons to make an approval decision about the product request.

TIP: If you have made all your approval decisions, click Next to open an overview page and save all the approvals.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

  • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

  • Workflow: Displays the life cycle chronologically as from the time of request.

  • Compliance: Displays possible rule violations for this request.

Requests overview (page description)

To open the Request overview page go to Request > My Actions > Pending Requests > Details pane > More > Show entire request.

The Request overview page provides an overview of all the products from a specific request and you can approve all the pending product requests (see Displaying and approving entire requests of pending requests).

The following tables give you an overview of the different functions and content on the Request overview page.

Table 108: Controls

Control

Description

Add items to this request

Opens the Request page (see Request (page description)).

Use this button to add more products to the corresponding request (see Adding more products to pending requests).

Approve all

Opens the Pending Requests – Approvals (see Pending requests – Approvals).

Use this button to approve all pending product requests in this request (see Displaying and approving entire requests of pending requests.

Table 109: Controls in the details pane of a product

Control

Description

Cancel

Use this button to cancel the product request (see Canceling pending requests).

Table 110: Columns

Column

Description

Product

Shows the name of the product that was requested.

State

Shows the current status of the product.

The following status' are possible:

  • Assigned: The request was successful and the product was successfully assigned.

  • Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Pending: The request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.

  • Approved: The request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Renew: The product was just renewed.

  • Unsubscription: The product is being unsubscribed.

  • Deny: The request was denied. In the details pane, on the Workflow tab, you can see when and why the request was denied.

  • Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was canceled.

  • Unsubscribed: The request was unsubscribed. In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.

Request date

Shows when the product was requested.

Recipient

Shows for whom the product was requested.

Shopping cart

Shows the request shopping cart from which the product was requested.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

  • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

  • Workflow: Displays the life cycle chronologically as from the time of request.

  • Compliance: Displays possible rule violations for this request.

Pending requests – Approvals

To open the Pending Requests – Approvals page go to Request > My Actions > Pending Requests > Make approval decision > Next.

After you have made your approval decisions on the Pending Requests page, you can save the approval on the Pending Requests – Approvals page so that they take effect (see Approving and denying requests). You can also enter reason for the approval decisions here.

The following tables give you an overview of the different functions and content on the Pending Requests – Approvals page.

Table 111: Controls

Control

Description

Reason for approvals

Here you can enter a reason for all approved product requests.

Standard reason

Here you can select one of the standard reasons saved in the system for all approved product requests.

Reason for denials

Here you can enter a reason for all denied product requests.

Standard reason

Here you can select one of the standard reasons saved in the system for all denied product requests.

Save

Use this button to save all the settings and approval decisions.

Back

Use this button to switch to the previous page. For example, to approve other product requests.

Table 112: Columns

Column

Description

Product

Shows the name of the product that was requested.

Recipient

Shows for whom the product was requested.

Valid from

Here you can specify from when the product is valid (see Changing priority of pending requests).

Valid until

Here you can specify until when the product is valid (see Changing priority of pending requests).

Reason

Here you can enter a reason for the decision. To do this, click on the link and, in the dialog, enter a reason or select one of the standard reasons.

TIP: You can show less data by using the column filters. For more information, see Filtering.

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