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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

Removing identities from my team roles

You can remove identities from your team roles by deleting the corresponding memberships.

To remove an identity from your team role

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Memberships tab.

  4. On the Memberships tab, click Secondary memberships.

  5. Next to the membership you want to delete, select the check box.

  6. Click Remove.

  7. (Optional) In the Remove Memberships side panel, perform the following:

    • For assignment requests: In the Reason for unsubscribing the membership field, enter why you want to remove the membership.

    • For memberships assigned through dynamic roles: In the Reason for excluding the members field, enter why you want to delete the memberships.

  8. Click Remove memberships.

    TIP: If you only selected direct memberships, confirm the prompt in the Remove Membership dialog with Yes.

Managing my team role entitlements

Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. Assigning identities to your team role avoids you having to assign entitlements separately to each identity. All a team role's entitlements are automatically assigned to all the identities assigned to the team role.

Detailed information about this topic

Displaying my business roles' entitlements

You can display entitlements that are assigned to business roles for which you are responsible.

To display entitlements

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Entitlements tab.

Adding entitlements to my team roles

You can add entitlements to your team roles. You do this through requests.

To add an entitlement to your team role

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Entitlements tab.

  4. On the Entitlements tab, click Request entitlements.

  5. In the Request Entitlements side panel, in the Select the type of entitlement to add, select which type of entitlement you want to add.

  6. Next to the entitlement you want to add, select the check box.

  7. Click Move to shopping cart.

  8. Close the Edit Team Role side panel.

  9. In the menu bar, click Requests > Shopping cart.

  10. On the Shopping Cart page, click Submit.

    After the request has been granted approval, the entitlement is added to the team role.

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