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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

Context search

A context search is context-dependent unlike a regular search, and is available where several entries are listed. For example, Request history normally lists several entries and a context search is available above the list.

To run a context search

  1. Enter the search term in the field next to .

  2. Click .

    Any results matching your query are displayed.

Advanced search

Advanced searching is context-dependent, like the context search, but offers various other additional search settings. The advanced search is often found next to the context search and can be opened with a link. You can use the advanced search in the Request history view, for example.

To run an advanced search

  1. Click Advanced search in the view above the list.

    The following table lists the possible search settings.

  2. Enable the relevant checkboxes next to the criteria you would like to use to limit the search.

  3. Click Search.

    Any results matching your query are displayed.

Table 9: Setting options for advanced search

Category

Setting

Description

Occurs

Display requests

Requests submitted by you for yourself / Requests submitted by the selected employee for himself

If the option is set.

  • Request history
  • Auditing - <selected employee> - view Requests

Requests submitted by you for others / Requests submitted by the selected employee for others

If the option is set.

Requests submitted by others for you / Requests submitted by others for the selected employee

If the option is set.

Requests submitted by other users Submitted requests in the selected employee's organization

If the option is set.

Filter by request number

Field for number to search for.

Searches for number entered.

  • Request history
  • Approval history
  • Auditing - <selected employee> - view Requests
  • Auditing - Requests
  • Auditing - <selected employee> -
    View Approval - view Approvals
  • Auditing - Approvals

Request state

Pending

Searches for all pending requests.

  • Request history
  • Approval history
  • Auditing - <selected employee> - view Requests
  • Auditing - Requests
  • Auditing - <selected employee> -
    View Approval - view Approvals
  • Auditing - Approvals

Approved

Searches for all approved requests.

Canceled or denied or dismissed

Searches for canceled or denied or dismissed requests.

Delegations

Valid from

Specifies the start of the time period.

  • Delegation history

 

Valid until

Specifies the end of the time period.

 

Delegator

Selection of delegator.

 

Delegation recipient

Selection of the delegation recipient.

 

Show never assigned delegations

If the option is set.

Address book

Open the Address Book page using the | Address Book menu item (see Displaying the address book).

The address book allows you to list all people in the company. You can use it in the Web Portal to look up phone numbers, locations, or other information about employees. The address book also provides you with a quick overview of an employee details (see To display an employee's details).

On the Address Book page, you can gather the following information.

Table 10: Address book

Column

Description

Display

Shows the full name and in brackets, the user name of the employee.

Primary location

Shows the employee's primary location.

Primary department

Shows the employee's primary department.

Related topics

Displaying the address book

To display the address book

  • In the header, click | Address Book.

To display an employee's details

  1. On the Address Book page, click on an employee.

    In the detail view on the right-hand side, you will see the information.

  2. In the detail view, click Overview.

    This opens the employee's overview page. Here you can gather further information about the employee (for example, master data, requests, entitlements, and so on). For more information, see Displaying information.

Related topics
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