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Identity Manager On Demand Hosted - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Creating shelves for shops

You can create shelves for shops and identities can request system entitlements from them.

To create a shelf for shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop you want to create a shelf for.

  3. In the Edit Shop pane, click the Shelves tab.

  4. On the Shelves tab, click Create shelf.

  5. In the Create Shelf pane, enter the main data for the new shelf.

    Table 9: Shelves main data

    Property

    Description

    Name

    Enter a full, descriptive name for the shelf.

    Description

    Enter a description for the shelf.

    Attestors

    Click Assign/Change and select an application role. Members of this application role can approve attestation cases affecting products that can be requested over this shelf.

    This setting is inherited by all the products that are assigned to this shelf and do not have an attestor.

    Approval policies

    Click Assign/Change and select the approval policies that control how approvers are determined if products are requested from this shelf in the Web Portal.

    This setting is inherited by all the products that are assigned to this shop and do not have any approval policies.

    Owner

    Select the identity that is responsible for the shelf.

    The owner can be used as the approver in approval processes for off the shelf requests.

    Deputy manager

    Select the identity that deputizes for the shelf manager.

    The deputy can be used as the approver in approval processes for off the shelf requests.

  6. Click Create.

  7. (Optional) To specify which products can be requested from the shelf, add the corresponding products to the shelf (see Adding products to shelves).

Editing shop shelves

When you edit the existing shelves of a shop, you can perform the following actions:

Editing shelf details

You can edit details of existing shelves.

To edit details of a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose shelf you want to edit.

  3. In the Edit Shop pane, click the Shelves tab.

  4. On the Shelf tab, in the list, click the shelf you want to edit.

  5. In the Edit shelf pane, you can edit the main data of the shelf.

    Table 10: Shelves main data

    Property

    Description

    Name

    Enter a full, descriptive name for the shelf.

    Description

    Enter a description for the shelf.

    Attestors

    Click Assign/Change and select an application role. Members of this application role can approve attestation cases affecting products that can be requested over this shelf.

    This setting is inherited by all the products that are assigned to this shelf and do not have an attestor.

    Approval policies

    Click Assign/Change and select the approval policies that control how approvers are determined if products are requested from this shelf in the Web Portal.

    This setting is inherited by all the products that are assigned to this shop and do not have any approval policies.

    Owner

    Select the identity that is responsible for the shelf.

    The owner can be used as the approver in approval processes for off the shelf requests.

    Deputy manager

    Select the identity that deputizes for the shelf manager.

    The deputy can be used as the approver in approval processes for off the shelf requests.

  6. Click Save.

Related topics

Deleting shelves from shops

You can delete shops.

NOTE: Before you can delete a shelf, you must remove all the products from it (see Removing products from shelves).

To delete a shelf from a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose shelf you want to delete.

  3. In the Edit Shop pane, click the Shelves tab.

  4. On the Shelves tab, in the list, click the shelf you want to delete.

  5. In the Edit shelf pane, click Delete shelf.

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