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Identity Manager 9.1 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries 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
Delegating tasks 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
Applications Calls 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: Employees (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)
Calls (Menu description)

Creating delegations

You can delegate role memberships and responsibilities to other identities.

NOTE: You cannot edit a delegation afterward. If you want to make a change to the delegation, delete the it (see Deleting delegations) and create a new delegation.

To create a delegation

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

  3. On the Delegations page, click New delegation.

  4. In the Delegation of role memberships and responsibilities dialog, select the identity to which you want to delegate in the Recipient field.

    TIP: For a more detailed search for an identity, click Assign and select the appropriate identity in the Recipient dialog.

  5. Click Next.

  6. In the Select roles step, in the list, select the check boxes in front of the role memberships/responsibilities you want to delegate.

  7. Click Next.

  8. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role/responsibility will be delegated.

    • Valid until: Specify until when the role/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if you want to be notified when the recipient makes an approval decision about a delegated role/responsibility.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the menu, select a priority for the delegation.

  9. Click Save.

  10. In the Results step, click Close.

Related topics

Canceling delegations

You can cancel delegations that you have already set up.

NOTE: You can only cancel delegations as long they have the Request or Approved status. You can delete delegations with the Assigned status (see Deleting delegations).

To cancel a delegation

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

  3. On the Delegation page, click the delegation in the list that you want to cancel.

  4. In the details pane, click Cancel request.

  5. Confirm the prompt with Yes in the dialog.

Related topics

Deleting delegations

You can delete delegations that you created. That is, responsibilities that you have delegated to others become your responsibility again.

NOTE: You can only delete delegations as long as they have the Assigned status. You can cancel delegations that have the Request or Approved status (see Canceling delegations).

To delete a delegation

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

  3. On the Delegation, click the delegation in the list that you want to delete.

  4. In the details pane, click (Delete).

  5. Confirm the prompt with Yes in the dialog.

To delete multiple delegations

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

  3. On the Delegation page, click (Select) next to the delegations you want to delete.

    TIP: To select all the delegations shown, click (Select all).

  4. Click Actions > Delete delegation.

  5. Confirm the prompt with Yes in the dialog.

To delete all delegations

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation.

  3. On the Delegation page, click Actions > Delete all my delegations.

  4. Confirm the prompt with Yes in the dialog.

Related topics

Displaying delegation history

You can display past delegations created by you or by others for you.

To show delegation history

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Delegation page, click Delegation history.

    This opens the Delegation History page (see Delegation history (page description)).

  3. (Optional) To limit delegations to display to a specific time period, make the following settings:

    • Valid from: All delegations that are valid as from this time on or from a time point within this period are taken into account.

    • Valid until: All delegations that are valid up to this time or up to a time point within this period are taken into account.

  4. (Optional) To display only delegations about a specific identity, perform the following actions:

    1. Click Advanced search.

    2. Click Assign next to the Delegator field.

    3. In the Employee dialog, click the identity that issued the delegation.

  5. (Optional) To display only delegations issued to a specific identity, take the following actions:

    1. Click Advanced search.

    2. Click Assign next to Delegation recipient.

    3. In the Employee dialog, click the identity to whom the delegation was issued.

  6. (Optional) To display delegations that are not in effect, take the following actions:

    1. Click Advanced search.

    2. Select the Show never assigned delegations check box.

  7. Click Search.

  8. (Optional) To display details of a delegation, click it in the list.

    For each delegation, you can obtain more information about the delegation in the details pane on the Information, Workflow, Compliance, and Permissions tabs.

Examples

You want to display all delegations that are valid as of January 1, 2019:

  1. Clear all the date fields except for the first one next to Valid from.
  2. In the field next to Valid from, select the date 01/01/2019.
  3. Click Search.

You want to display all delegations that are valid as of January 1, 2019 until February 1, 2019:

  1. Clear the all date fields apart from the one next to Valid from and the first Valid until.
  2. In the field next to Valid from, select the date 01/01/2019.
  3. In the field next to Valid until, select the date 02/01/2019.
  4. Click Search.

You want to show all delegations with a valid from date between 01/01/2019 and 01/03/2019:

  1. Clear all the date fields except for the first and second ones next to Valid from.
  2. In the first field next to Valid from, select the date 01/01/2019.
  3. In the second field next to Valid from, select the date 01/03/2019.
  4. Click Search.
Related topics
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