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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)

Creating product bundles

You can create a product bundle from an already populated shopping cart. In addition, you can create a product bundle with products assigned to a different identity.

To create a product bundle from the shopping cart

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

  2. On the My Requests page, click Shopping cart.

    NOTE: The list of products and options for handling them is only shown when there are products in the shopping cart (see Adding products to the shopping cart).

  3. On the My Shopping Cart page, click Actions > Create product bundle from shopping cart.

  4. On the Product bundles page, in the Name of the new product bundle, enter a meaningful name for the product bundle.

  5. Click Create product bundle.

To create a product bundle with another identity's products.

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

  2. On the My requests page, click the Start a new request tile.

  3. On the Request page, click Actions > Select a reference user.

  4. In the Select identity dialog, click the identity in the list whose product requests you want to use in the product bundle.

    A new page lists requests, memberships, and entitlements of the selected identity.

  5. On the Requests for <identity name> page, click Create product bundle.

  6. On the Product bundles page, in the Name of the new product bundle, enter a meaningful name for the product bundle.

  7. Click Create product bundle.

Related topics

Editing product bundles

You can edit the details of your product bundles. You can also add more products to and remove products from product bundles that you created yourself (see Adding products to product bundles and Removing products from product bundles).

To edit a product bundle

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

  2. On the My Requests page, click the Maintain Product Bundles tile.

  3. On the Product Bundles page, next to the product bundle with the product you want to edit, click (Edit).

  4. In the Edit Product Bundle dialog, in the input fields, enter the required additional information.

    TIP: You can also share product bundles with other users here. For more information, see the Sharing product bundles.

  5. Click Save.

Detailed information about this topic

Adding products to product bundles

You can add more products to your existing requests templates.

To add a product to a product bundle

To add a product from the shopping cart to a product bundle

  1. Add the product you want to add to your product bundle to the shopping cart. For more information, see the Adding products to the shopping cart.

  2. In the menu bar, click Request > My Requests.

  3. On the My Requests page, click the Shopping Cart tile.

  4. On the My Shopping Cart page, click Actions > Create product bundle from shopping cart.

  5. On the Product bundles page, next to the product bundle to which you want to add the product, click Select.

To add products of a different identity to a product bundle

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

  2. On the My Requests page, click the Start a new request tile.

  3. On the Request page, click Actions > Select a reference user.

  4. In the Select an identity dialog, in the list, click the identity whose products you want to add to the product bundle.

    NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

    A new page lists requests, memberships, and entitlements of the selected identity.

  5. On the Requests for <identity name> page, click Create product bundle.

  6. On the Product bundles page, next to the product bundle to which you want to add the products, click Select.
Related topics

Removing products from product bundles

You can remove products from your product bundles.

To remove a product from a product bundle

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

  2. On the My Requests page, click the Maintain Product Bundles tile.

  3. On the Product Bundles page, next to the product bundle with the product you want to remove, click (Expand).

  4. Next to the product that you want to remove, click (Delete).

  5. In the Change Product Bundle dialog, confirm the prompt with Yes.

Related topics
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