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Identity Manager 8.2 - Web Portal User Guide

General tips and getting started Requests
Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Responsibilities Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Canceling requests

You can cancel requests for individual products that are not (yet) assigned and have not yet been through a complete request workflow.

You can cancel your own requests or those of other identities that report to you.

To cancel a request

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, check the Pending box.

  4. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just requests that you have carried out for other identities.

  5. (Optional) If you want to cancel a request of another identity, in the Search field, enter the identity's name.

  6. Click Details next to the request you want to cancel.

  7. In the View Request Details pane, click Cancel request.

  8. In the Cancel Request pane, perform the following actions:

    1. In the Reason for your decision field, enter a reason for the cancellation.

    2. Click Save.

Related topics

Renewing products with limit validity periods

Some products are only valid for a limited period. You can renew products with a limited validity period that have already been assigned.

You can renew products for yourself or for other identities that you manage.

NOTE: You are notified 14 days before your limited period products expire. You can renew the product after receiving this message. The products are automatically unsubscribed once they have expired.

To renew a product's validity period

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, check the Active box.

  4. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just requests that you have carried out for other identities.

  5. (Optional) If you want to renew a product of another identity, in the Search field, enter the identity's name.

  6. Next to the product that you want to renew, click Details.

  7. In the View Request Details pane, click Renew product.

  8. In the Renew Product pane, perform the following actions:

    1. In the Renewal date field, enter the renewal date for the product. If the field is empty the product has unlimited availability.

    2. In the Reason for your decision field, enter a reason for the renewal.

    3. Click Save.

To renew the validity period of multiple products

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, check the Active box.

  4. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just requests that you have carried out for other identities.

  5. (Optional) If you want to renew products of another identity, in the Search field, enter the identity's name.

  6. Select the check boxes next to the products you want to renew.

  7. Click (Actions) > Renew product.

  8. In the Renew Product pane, perform the following actions:

    1. In the Renewal date field, enter the renewal date for the products. If the field is empty the products have unlimited availability.

    2. In the Reason for your decision field, enter a reason for the renewal.

    3. Click Save.

Related topics

Unsubscribing products

You can unsubscribe from products that are already assigned if they are not longer required. Products that can be unsubscribed have the Assigned status.

You can unsubscribe your own products or those belonging to other identities that you manage.

To unsubscribe a product

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, check the Active box.

  4. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just requests that you have carried out for other identities.

  5. (Optional) If you want to unsubscribe a product of another identity, in the Search field, enter the identity's name.

  6. In the list, click Details next to the product that you want to unsubscribe.

  7. In the View Request Details pane, click Unsubscribe product.

  8. In the Unsubscribe Product pane, perform the following actions:

    1. In the Unsubscribed as from field, enter the date for unsubscribing the product. If you leave this field empty, the product is unsubscribed once you have clicked Saved.

    2. In the Reason for your decision field, enter a reason for unsubscribing.

    3. In the Additional comments about your decision field, enter extra information about unsubscribing.

    4. Click Save.

To unsubscribe multiple products

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, check the Active box.

  4. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just requests that you have carried out for other identities.

  5. (Optional) If you want to unsubscribe products of another identity, in the Search field, enter the identity's name.

  6. In the list, select the check boxes next to the products you want to unsubscribe.

  7. Click (Actions) > Unsubscribe product.

  8. In the Unsubscribe Product pane, perform the following actions:

    1. In the Unsubscribed as from field, enter the date for unsubscribing the products. If you leave this field empty, the products are unsubscribed once you have clicked Saved.

    2. In the Reason for your decision field, enter a reason for unsubscribing.

    3. In the Additional comments about your decision field, enter extra information about unsubscribing.

    4. Click Save.

Related topics

Displaying approvals

You can display all approvals of product requests that you decided upon.

To display approvals

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, check the My approvals box.

  4. (Optional) To display request details (for example, the approval workflow or who can make approval decisions about the request), click Details next to the request.

Related topics
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