Identity Manager 9.0 LTS - Web Portal User Guide

You can edit the main data of the identities for which you are responsible.

To display and edit an identity's main data

Open the home page.
On the home page, click Show in the My Direct Reports tile.
On the Identities page, click the identity whose main data you want to display/edit.
In the Edit Identity pane, expand the one of the sections.

Make your changes in the corresponding fields:

Click Save.

Table 23: Identities main data
Property	Description
Personal data
Last name	Enter the identity's last name.
First name	Enter the identity's first name.
Middle name	Enter the identity's middle name.
Date of birth	Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.
Personnel number	Enter the identity's personnel number.
Gender	In the menu, select the identity's gender.
Central user account	Enter the name of the identity's central user account.
Default email address	Enter the identity's default email address.
Resetting the password through the help desk is permitted.	Select the check box to allow password help desk staff to reset the identity's password in the Operations Support Web Portal.
Identity does not pose a security risk/Identity poses a security risk	Toggle the switch to specify whether the identity poses a security risk or not (see Marking my identities as security risks).
Organizational information
Primary cost center	Click Assign/Change and select the identity's primary cost center.
Primary department	Click Assign/Change and select the identity's primary department.
External	Select the check box if this is an external identity.
Employee type	In the menu, select what type of identity this is. For example, an identity of this company or a trainee.
Entry date	Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.
Leaving date	Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.
Manager	Shows you the identity's manager. TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).
Permanently deactivated	Select the check box if you want the identity to be permanently deactivated (see Deactivating my identities).
Temporarily disabled	Select the check box if you want to deactivate the identity only temporarily.
Location information
Primary location	Click Assign/Change and select the identity's primary location.
Building	Enter the building where the identity works.
Floor	Enter which floor the identity works on.
Room	Enter the room the identity works in.
Street	Enter the road where the identity works.
Zip code	Enter the zip code of the identity's work location.
City	Enter the city where the identity works.
Country	In the menu, select the country where the identity works.
State	In the menu, select the state where the identity works.

You can add new identities for which you are responsible. This function is mainly designed for adding external identities. For example, subcontractors who are not entered in the human resources department. Data from new identities is either transferred completely to the database or existing data is updated and/or augmented. This depends on the system configuration and the import setting from closed systems.

To add a new identity

Open the home page.
On the home page, click Show in the My Direct Reports tile.
On the Identities page, click Create identity.

In the Create identity pane, enter the identity's main data in the respective fields.

You can edit the following main data.

Click Create.

When saving, the system checks whether the combination of first and last name already exists.
Depending on the result of checking the name combination, perform one of the following actions:
- If this combination of names does not yet exist, confirm the prompt with Yes.
- If this combination of names already exists and you want to edit/update the existing identity:
  1. On the Other identities with similar properties page, in the list, click the identity that you want to edit/update.
  2. Click Update identity data.
  3. Confirm the prompt with Yes in the dialog.
    
    This edits/updates the identity data.
- If identical combinations already exists and you still want add a new identity:
  1. On the Other identities with similar properties page, click Add a new identity.
  2. Confirm the prompt with Yes in the dialog.
    
    This adds new identity data.

Identity Manager 9.0 LTS - Web Portal User Guide

Displaying and editing my identities' main data

Adding your own identities

Displaying my identities' risk indexes

Deactivating my identities

Property	Description
Unique data
First name	Enter the identity's first name.
Last name	Enter the identity's last name.
Central user account	Enter the name of the identity's central user account.
Default email address	Enter the identity's default email address.
Personal data
Second name	Enter the identity's middle name.
Date of birth	Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.
Personnel number	Enter the identity's personnel number.
Gender	In the menu, select the identity's gender.
Resetting the password through the help desk is permitted.	Select the check box to allow password help desk staff to reset the identity's password in the Operations Support Web Portal.
Organizational information
Primary cost center	Click Assign/Change and select the identity's primary cost center.
Primary department	Click Assign/Change and select the identity's primary department.
External	Select the check box if this is an external identity.
Identity	Select the identity type of the identity: Primary identity: Default identity for an identity. The identity has a default user account. Organizational identity: Virtual identity (sub identity) for mapping different roles of an identity within the organization. The sub identity is associated with a user account of the Organizational identity type. In addition, specify a main identity. Personal administrator identity: Virtual identity (sub identity) associated with a user account of type Personal administrator identity type. In addition, specify a main identity. Sponsored identity: Pseudo identity associated with a user account of type Sponsored identity. Also assign a manager to the identity. Shared identity: Pseudo identity associated with an administrative user account of type Shared identity. Also assign a manager to the identity. Service identity: Pseudo identity associated with a user account of type Service identity. Also assign a manager to the identity. Machine identity: Pseudo identity for mapping machine identities. For more information about mapping multiple identities of one identity, see the One Identity Manager Identity Management Base Module Administration Guide.
Employee type	In the menu, select what type of identity this is. For example, an identity of this company or a trainee.
Entry date	Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.
Leaving date	Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.
Manager	Shows you the identity's manager. TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).
Permanently deactivated	Select the check box if you want the identity to be permanently deactivated (see Deactivating my identities).
Temporarily disabled	Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity.
Details of the location.
Primary location	Click Assign/Change and select the identity's primary location.
Building	Enter the building where the identity works.
Floor	Enter which floor the identity works on.
Room	Enter the room the identity works in.
Street	Enter the road where the identity works.
Zip code	Enter the zip code of the identity's work location.
City	Enter the city where the identity works.
Country	In the menu, select the country where the identity works.
State	In the menu, select the state where the identity works.

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Identity Manager 9.0 LTS - Web Portal User Guide

Displaying and editing my identities' main data

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