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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Deleting saved views

You can delete saved views in view settings.

NOTE: Saved views are only available to you where you created them.

To delete a saved view

  1. On the page with the table whose view you have saved, click (Settings) > Saved views > (Delete) (next to the relevant view).

  2. In the Delete View dialog, confirm the prompt with Yes.

Specifying default views

To open a page with the same view each time, define it as the default view.

NOTE: Saved views are only available to you where you created them.

To specify a default view

  • On the page with the table layout you want to save, click (Settings) > Saved views > (Set as default view).

Resetting customized views

If you have customized a view but want to display the Web Portal default view again, reset the view.

To reset the view

  1. On the page with the table that you have customized, click (Settings) > Reset view.

  2. In the Reset View dialog, confirm the prompt with Yes.

Sorting tables

You can sort data within tables.

To sort data in a table

  1. Open the page with the table whose data you want to sort.

  2. Click in the column header you want to sort.

  3. (Optional) To sort the contents of the column in ascending or descending order, click again in the column header.

    TIP: Click again in the column header to sort in the opposite order.

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