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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 shopping carts

You can clear your shopping cart at any time.

To delete your shopping cart

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

  2. On the Shopping Cart page, click (Actions) > Delete shopping cart.

  3. In the Delete Shopping Cart dialog, confirm the prompt with Yes.

Related topics

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 Requests > Shopping cart.

  2. On the Shopping Cart page, click Submit.

    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 products from the shopping cart).

Related topics

Accepting terms of use when making a request

If you want to request a product that required you to accept the terms of use, you can accept them in the shopping cart.

To confirm terms of use of a request

  1. Add the product to the shopping cart (see Adding products to the shopping cart).

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

  3. On the Shopping Cart page, click Submit.

  4. In the Accept terms of use side panel, read the terms of use carefully and select the I have read and understood the terms of use check box.

  5. Click Accept.

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 Requests > New request.

  2. Click the Recipient field.

  3. In the Edit Recipient side panel, in the list, select the check boxes next to the identities you want to request products for.

    TIP: To remove an identity from the recipient list, clear the check box next to the identity.

  4. Click Apply.

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

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

  7. Submit the request (see Submitting requests).

Related topics
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