Identity Manager 8.2.1 - Web Designer Web Portal User Guide

To open the Main data – Identity page go to Responsibilities > Auditing > Identities > select identity > Main data.

On the Main data - Identity page, you can see and edit the identity's main data (see Displaying identity main data).

Enter the following main data:

Table 557: Identities main data
Property	Description
Personal data
Last name	Shows the identity's last name.
First name	Shows the identity's first name.
Date of birth	Shows the identity's date of birth.
Personnel number	Shows the identity's personnel number.
Gender	Shows the identity's gender
Central user account	Shows the name of the identity's central user account.
Default email address	Shows the identity's default email address.
Organizational information
Primary cost center	Shows the cost center that the identity is primarily assigned to.
Primary department	Shows the department that the identity is primarily assigned to.
External	Identifies the identity as external.
Employee type	Identifies the identity as a company employee or a trainee (for example).
Entry date	Shows the date the identity started at the company.
End date	Shows the date that the identity leaves the company.
Manager	Shows the identity's manager.
Temporarily disable until	Shows whether the identity is temporarily deactivated (for example, due to leave, sickness or pregnancy).
Locational information
Primary location	Shows the identity's primary location.
Building	Shows the building where the identity works.
Floor	Shows the floor the identity works on.
Room	Shows the room the identity works in.
Street	Shows the street where the identity works.
Zip code	Shows the zip code of the identity's work location.
City	Shows the city where the identity works.

Requests - Identities ((page description))

To open the Requests – Identity page go to Responsibilities > Auditing > Identities > select identity > Requests.

On the Requests - Identity page you can see all the products an identity has requested or that have been requested for them (see Displaying identity requests).

The following tables give you an overview of the various features and content on the Requests – Identity page.

Table 558: Controls
Control	Description
Advanced search	The advanced search allows you to control which product requests are displayed: Requests submitted by the selected identity for itself: Select this check box to display product requests placed by the selected identity for themselves. Requests submitted by the selected identity for others: Select this check box to display product requests placed by the selected identity for other identities. Requests submitted by others for the selected identity: Select this check box to display product requests placed by other identities for the selected identity. Submitted requests in the selected identity's organization: Select this check box to display product requests placed in the selected identity's scope of responsibility. Filter by request number: Enter the request number of the request you want to display. pending: Select this check box to display product requests that are not yet approved (status: Request). Approved: Select this check box to display product requests that have been granted approval (status: Assigned). Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed. Click Search to apply the filter criteria to the request history. Click Reset to reset the filter criteria to the default search.

Table 559: 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 product request was successful and the product was successfully assigned. Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending: The product 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 product 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. Renewal: The product has been renewed (see Renewing products with limit validity periods). Unsubscription: The product is being unsubscribed (see Unsubscribing products). Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. . Canceled: The product request was canceled or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled. Unsubscribed: The product was unsubscribed (see Unsubscribing products). 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. TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options.
Recipient	Shows for whom the product was requested.
Shopping cart	Shows you the request number of the total request with 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.

Approvals – Identity (page description)

To open the Approvals – Identity page go to Responsibilities > Auditing > Identities > select identity > Approvals.

On the Approvals – identity page you can:

Display all approval processes for product requests that the identity was involved in and their approval decisions (see Displaying identity approvals).
Display all rule violations that were dealt with by the identity (see Displaying identity approvals)
Display all approval processes for attestation that the identity was involved in and their approval decisions.Displaying identity approvals
Display all policy violations dealt with by the selected identity (see Displaying identity approvals)

The information is divided into the following tabs:

Approvals
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.
Exception approvals
TIP: On the following tabs, you can show other useful information about each rule violation in the pane. To do this, click the corresponding entry in the list.
- Rule violation: Shows you general information about the rule violation.
- Rule: Shows you general information about the rule that was violated.
Attestations
NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.
- Information: Displays general information about the attestations case.
- Workflow: Shows the chronological lifecycle of the attestation case.
- Attestation policy: Shows further information about the attestation policy used.
- History: Shows the object's attestation history.
Policy violations
TIP: On the following tabs in the details pane, you can view other useful information about each rule violation. To do this, click the corresponding entry in the list.
- Policy violation: Shows you general information about the policy violation.
- Object: Shows you general information about object that was violated the policy.
- Policy: Shows you general information about policy that was violated.

The following tables give you an overview of the various features and content on the Approvals – Identity page.

Table 560: Controls
Control	Description
Approvals tab
Advanced search	The advanced search allows you to control which product requests are displayed: Filter by request number: Enter the request number of the request you want to display. pending: Select this check box to display product requests that are not yet approved (status: Request). Approved: Select this check box to display product requests that have been granted approval (status: Assigned). Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed. Click Search to apply the filter criteria to the request history. Click Reset to reset the filter criteria to the default search.
Attestation tab
Attestation state	The check boxes allow you to control which approvals are displayed: Approved: Select this check box to display attestation cases that have been granted approval. Pending: Select this check box to display attestation cases that you have made an approval decision about but have not yet been approved. Not approved: Select this check box to display attestation cases that have been denied.
View approvers for pending cases	Use this button to display all identities that still have to make approval decisions about attestation cases and send them reminder mails (see Displaying attestors of identity pending attestation cases).

Table 561: Controls in the attestation case's details pane
Control	Description
Actions > Send a reminder mail	Use this action to view all identities that can make approval decisions about the attestation case (see Displaying attestors of identity pending attestation cases). Then you can send them reminder mails.
Viewing details	You can use this button to display details about all the objects that are included in this attestation case (see Displaying attestation cases of identities).

Table 562: Columns
Column	Description
Approvals tab
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 product request was successful and the product was successfully assigned. Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending: The product 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 product 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. Renewal: The product has been renewed (see Renewing products with limit validity periods). Unsubscription: The product is being unsubscribed (see Unsubscribing products). Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. . Canceled: The product request was canceled or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled. Unsubscribed: The product was unsubscribed (see Unsubscribing products). 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. TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options.
Recipient	Shows for whom the product was requested.
Shopping cart	Shows you the request number of the total request with which the product was requested.
Exception approvals tab
Rule violation	Shows you the name of the violated rule.
Approval state	Shows you whether the exception was approved or denied. The following status' are possible: Exception granted: The exception was approved. In the details pane, on the Rule violation tab, you can see why the exception was granted approval. Exception denied: The exception was denied. In the details pane, on the Rule violation tab, you can see why the exception was denied approval.
Risk index (reduced)	Shows you the risk index reduced by the mitigating control.
Attestation tab
Display name	Shows the name of the object included in the attestation case.
Attestation policy	Shows the name of the attestation policy in use.
State	Shows the current status of the attestation case. The following status' are possible: Approved: The attestation case was approved. Pending: The attestation case is not closed yet and must still be approved. Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval.
New	Shows whether the attestation case is new. New cases have not been granted approval yet but might have been denied approval before.
Due date	Shows by when the attestation case must be completed.
Risk index	Show the attestation case's risk index.
Policy violations tab
Violating object	Show which object violated the policy.
Policy	Shows the name of the violated policy.
State	Shows you whether the exception was approved or denied. The following status' are possible: Exception granted: The exception was approved. In the details pane, on the Policy violation tab, you can see why the exception was granted approval. Exception denied: The exception was denied. In the details pane, on the Policy violation tab, you can see why the exception was denied approval.

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

Identity Manager 8.2.1 - Web Designer Web Portal User Guide

Overview – Identity (page description)

Main data – Identity (page description)

Requests - Identities ((page description))

Approvals – Identity (page description)

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Identity Manager 8.2.1 - Web Designer Web Portal User Guide

Overview – Identity (page description)

Main data – Identity (page description)

Requests - Identities ((page description))

Approvals – Identity (page description)