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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
Attestation
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)

Approving pending requests from newly created SharePoint groups

Identities can create SharePoint groups by requesting the New SharePoint group product. As approver, you can make approval decisions about requests like this. If you approve the request, you must provide additional information about the group.

To approve a request to create a new SharePoint group

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

  2. On the My Actions page, click Pending Requests.

  3. On the Pending Requests page, click the request for the new SharePoint group in the list.

  4. In the details pane, click Enter information for the new group.

  5. In the dialog, enter additional information about the new group:

    • Site collection: Select a site collection where the group will be applied. A site collection groups sites together. User account and their access permissions are managed on the sites.

    • Display name: Enter a name for the new group.

    • Description: Enter a description for the SharePoint group.

  6. Click OK.

  7. Next to the request, click (Approve).

  8. Click Next.

  9. On the Pending Requests - Approvals page, perform one of the following actions:

    • To provide a reason for all request approvals, enter the reason in the Reason for approvals field.

    • To use a predefined standard reason for all request approvals, select the reason in the Standard reason.

    • To provide an individual reason for an approval decision, click Enter a reason and enter your reason.

    TIP: By giving reasons, your approvals are more transparent and support the audit trail.

    NOTE: For more detailed information about standard reasons, see the One Identity Manager IT Shop Administration Guide.

  10. (Optional) To specify the validity period for a requested product, perform the following actions:

    1. In the list, in the Valid from column, click on a value.

    2. In the Valid from dialog, specify from when the product is valid.

    3. Click Close.

    4. In the list, in the Valid until column, click on a value.

    5. In the Valid until dialog, specify until when the product is valid.

  11. Click Save.

Related topics

Approving new managers' pending requests

Managers can allocate new managers for their identities. To do this, they must select the new manager and a deadline in the future for changing managers (see Assigning other managers to my identities). An assignment of this type triggers a request of type New manager assignment.

If you have been selected as the new manger by the manager change, you receive an approval request from the previous manager. After you have accepted the change of manager, you automatically become the new manager on the given date.

You can cancel entitlements already assigned to the identity on the given date.

To approve an escalated assignment to a new manager

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

  2. On the My Actions page, click Pending Requests.

  3. On the Pending Requests page, click the New manager assignment request in the list.

  4. In the details pane, click Show the identity's entitlements.

  5. (Optional) If the identity has already been assigned entitlements or products, these will be removed or unsubscribed by default on the effective date. If you want the identity to retain these entitlements or products when transferring to the new manager, in the New manager assignment dialog, disable the check boxes next to the respective entitlements and products.

  6. Click Save.

  7. Next to the request, click (Approve).

  8. Click Next.

  9. On the Pending Requests - Approvals page, perform one of the following actions:

    • To provide a reason for all request approvals, enter the reason in the Reason for approvals field.

    • To use a predefined standard reason for all request approvals, select the reason in the Standard reason.

    • To provide an individual reason for an approval decision, click Enter a reason and enter your reason.

    TIP: By giving reasons, your approvals are more transparent and support the audit trail.

    NOTE: For more detailed information about standard reasons, see the One Identity Manager IT Shop Administration Guide.

  10. (Optional) To specify from when the new manager is responsible for the identity, perform the following:

    1. Click Valid from.

    2. In the Valid from field in the dialog, enter the date from which you want the new manager to take over.

    3. Click Close.

  11. Click Save.

Related topics

Appointing other approvers for pending requests

You can give another identity the task of approving a product request. To do this, you have the following options:

  • Reroute approval
    You give the task of approving to another approval level (see Rerouting approvals of pending requests).

  • Appoint additional approver
    You delegate the task of approving to another identity (see Appointing additional approvers to pending requests). The additional approver must make an approval decision in addition to the other approvers.
    The additional approver can reject the approval and return it to you (see Rejecting request approval).
    You can withdraw an additional approver. For example, if the other approver is not available.

  • Delegate approval
    You delegate the task of approving to another approval level (see Delegating approvals of pending requests to other identities). This identity is added as approver in the current approval step and makes approval decisions on your behalf.
    The new approver can reject the approval and return it to you (see Rejecting request approval).
    You can withdraw a delegation and delegate another identity. For example, if the other approver is not available.

  • Escalate approval

    You escalate the approval (see Escalating approvals of pending requests). The request is presented to another approval body. The request is then further processed in the normal approval workflow.

Rerouting approvals of pending requests

You can let another approval level of the approval workflow make the approval decision about a product. For example, if approval is required by a manager in a one-off case.

To reroute an approval

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

  2. On the My Actions page, click Pending Requests.

  3. On the Pending Requests page, in the list, click the request with the approval that you want to reroute.

  4. In the details pane, click More > Reroute approval.

  5. In the Reroute approval dialog next to the approval level that you want to reroute to, click Reroute approval.

  6. (Optional) In the dialog, enter a reason for rerouting.

  7. Click Reroute approval.

Related topics
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