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Identity Manager 9.2 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Escalated requests
Managing attestations Attestors for attestation cases My attestation cases Pending attestations Displaying attestation history Managing attestation inquiries directed at you Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products 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 task delegations Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (menu description) My requests (menu description) Profile (menu description) Help (menu description) Request (menu description) Attestation (menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Identities (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (menu description) Responsibilities (menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Tickets (menu description)

Submitting requests

After you have added products to your shopping cart (see Adding products to the shopping cart), and edited and, if necessary, checked the request (see Managing products in the shopping cart), you can submit your shopping cart.

To submit your requests

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

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping CartShopping Cart page, click .

    This checks, submits, and triggers the request workflow.

    TIP: To check the request's validity before you submit the request, click Actions > Check shopping cart. You can solve most problems of invalid product requests in the shopping cart by removing the problem product from the shopping cart (see Checking the shopping cart and removing invalid products and Removing products from the shopping cart).

    NOTE: You may be required to confirm the terms of use for some shopping cart items. The terms of use are displayed after you have confirmed the prompt with Yes. Read the terms of use and set the option I have read and understood the terms of use. You will also be prompted to enter your user name and password. Close the terms of use view and click Accept. For more information about the terms of use, see the One Identity Manager IT Shop Administration Guide.

Related topics

Requesting for other identities or subidentities

You can make requests for other identities (such as department managers). You can only request products from the shops where the identity is a customer and for which you are responsible.

If you are logged in to the Web Portal with your main identity, you can trigger a request for yourself and for your subidentities at the same time. If you are logged in with your subidentity, you can only make requests for the current subidentity.

TIP: You can also request products for other identities directly from the shopping cart. For more information, see Requesting products in the shopping cart for multiple identities.

To request products for another identity

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

  2. On the My requests page, click Start a new request.

  3. On the Request page, click Change next to the Recipient field.

  4. In the Recipients dialog, in the list, click the identity who is going to receive the products.

    NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

    The selected identities are listed under Selected.

    TIP: To remove an identity from the recipient list, click the respective identity under Selected.

  5. Click Close.

  6. Add the products that you want to request for the selected identity to the shopping cart (see Adding products to the shopping cart).

    TIP: If you want to find out which products are already assigned to the selected recipients, on the Request page, click Actions > Check requests for this recipient.

  7. (Optional) Edit the shopping cart (see Managing products in the shopping cart).

  8. Submit the request (see Submitting requests).

Related topics

Displaying and requesting other identity’s products

You can request products that other identities already own. The Web Portal offers you various options for this:

  • Request by reference user: You can display all the products of a specific identity and request them as well.

  • Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.

Related topics
Detailed information about this topic

Requesting products through reference users

You can request products that a particular identity already owns. This is called requesting by reference user.

Products you cannot request are marked with a red cross in the product view.

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

  2. On the My requests page, click Start a new request.

  3. On the Request page, click Actions > Select a reference user.

  4. In the Select an identity dialog, in the list, click the identity whose products you also want to request.

    NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

    This opens the Requests for <identity> page and lists requests, memberships, and entitlements of the selected identity (see Requests for identities (page description)).

  5. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  6. On the My Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

Related topics
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