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Identity Manager 8.1.4 - Web Portal User Guide

Getting started Security keys (WebAuthn) Requests Attestation Compliance Responsibilities
My responsibilities
Employees System entitlements Business roles System roles Departments Cost centers Locations Application roles Resources Assignment resources Multi-request resources Multi-requestable/unsubscribable resources Software Devices Adding tags for service items
Task delegation Ownerships Auditing Governance administration
Applications Calls Settings Discovering your statistics on the start page

Creating and editing templates

You can add templates for requests that you make frequently. Templates are added to your shopping cart.

To create or edit a request template

  1. Add your request to the shopping cart.

    For more information, see Process monitoring.

  2. Open My Shopping Cart and select Create template from shopping cart.

    NOTE: The list of requests and options for handling them is only shown when there are requests in the shopping cart.

    In the upper part of Cart templates you can see the contents of the shopping cart. Existing request templates are listed in the middle part.

  3. Perform one of the following tasks:

    • Select a request template and click select.
    • Enter a name for the new template in the Name of the new template field.

  4. Click Create template.

Using a reference user's requests

You can also create templates from reference users' requests. You can add a reference user's request as a new template or insert an existing template.

To use a reference user's request as template

  1. Add your request to the shopping cart.

    For more information, see Process monitoring.

  2. Open My Shopping Cart and select By reference user.

    NOTE: More information can be added to the list of employees. Click View settings | Additional columns and select the information you require from the dialog.

  3. Select an employee from the list.

    Requests, memberships, and entitlements are listed. Depending on which requests this employee has triggered or in which hierarchical roles or company resources memberships exist or similar.

  4. Enable the item (multi-select is possible) you want to add to the template and click Create template.

    The selected item is displayed in Cart Templates. Your personal templates are also listed.

  5. Perform one of the following tasks:

    • Select a template.

      The reference user's items are assigned to the template.

    • Enter a name for the new template and click Create template.

      The selected items are assigned to the new template. The new template is added to you list of personal templates.

Deleting templates

You can remove template you do not need anymore, at any time. Or perhaps you only want to delete individual items? Then you can edit your request templates. You can only delete your own personal templates.

To delete an item or an entire template

  1. Open Maintain templates.
  2. Perform one of the following tasks:

    • Delete your template by clicking .

      - OR -

    1. Open the request template by clicking .

      The template is displayed with all the items it contains.

    2. Highlight the item you want to delete from the template and click .

  3. Confirm the prompt with OK.

Sharing templates

You can share your templates with other user by publishing them.

To share your template with other users

  1. Open Maintain templates.

  2. Select your template and open the template details with .

  3. Enable the options Template is available to other employees and Template has been approved.

    NOTE:Enable this option only if you do not want to make any more changes to the template. After you have completed all changes to the template, enable Template has been approved.

  4. Click Save.

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