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Identity Manager 9.2.1 - 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 Managing escalated requests
Attestation
Managing attestation inquiries directed at you Managing attestations Attestors for attestation cases Displaying attestation history Auditing attestations My attestation cases Managing escalated attestation cases Pending attestations
Compliance Responsibilities
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
Managing task delegations Ownerships 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
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
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)

Adding a new identity (page description)

To open the Add a New Identity page go to Responsibilities > My Responsibilities > Identities > Add a new identity.

On the Add a New Identity page, you can create a new identity for which you are responsible. Do this by entering the new identity's main data (see Adding your own identities).

Enter the following main data.

Table 278: Identities main data

Property

Description

Personal data

Last name

Enter the identity's last name.

First name

Enter the identity's first name.

Middle name

Enter the identity's middle name.

Date of birth

Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.

Personnel number

Enter the identity's personnel number.

Gender

In the menu, select the identity's gender.

Central user account

Enter the name of the identity's central user account.

Default email address

Enter the identity's default email address.

Organizational information

Primary cost center

Click /Change and select the identity's primary cost center.

Primary department

Click /Change and select the identity's primary department.

External

Select the check box if this is an external identity.

Identity type

Select the identity type of the identity:

  • Primary identity: Default identity for an identity. The identity has a default user account.

  • Organizational identity: Virtual identity (sub identity) for mapping different roles of an identity within the organization. The sub identity is associated with a user account of the Organizational identity type.

    In addition, specify a main identity.

  • Personal administrator identity: Virtual identity (sub identity) associated with a user account of type Personal administrator identity type.

    In addition, specify a main identity.

  • Sponsored identity: Pseudo identity associated with a user account of type Sponsored identity.

    Also assign a manager to the identity.

  • Shared identity: Pseudo identity associated with an administrative user account of type Shared identity.

    Also assign a manager to the identity.

  • Service identity: Pseudo identity associated with a user account of type Service identity.

    Also assign a manager to the identity.

  • Machine identity: Pseudo identity for mapping machine identities.

For more information about mapping multiple identities of one identity, see the One Identity Manager Identity Management Base Module Administration Guide.

Main identity

If the identity type is Organizational identity or Personalized administrator identity, select a main identity.

Employee type

In the menu, select what type of identity this is. For example, an identity of this company or a trainee.

Entry date

Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.

Leaving date

Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.

Manager

Shows you the identity's manager.

TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).

Primary location

Click /Change and select the identity's primary location.

Building

Enter the building where the identity works.

Floor

Enter which floor the identity works on.

Room

Enter the room the identity works in.

Street

Enter the street or road where the identity works.

Zip code

Enter the zip code of the identity's work location.

City

Enter the city where the identity works.

Identity overview page (page description)

To open an identity's overview page go to Responsibilities > My Responsibilities > Identities and click an identity.

On the identity's overview page, you can perform various actions on the identity you selected beforehand.

To do this, click on one of the tiles:

Table 279: Tiles

Tile

Description

Overview

Opens the Overview - Identity page (see Overview – Identity (page description)).

Here you can see all the relevant information about departments summarized in an overview. (see Displaying my identities' overviews). For more information, click on the links inside one of the shapes.

Main data

Opens the Main data – Identity page (see Main data – Identity (page description)).

Here you can see and edit the identity's main data (see Displaying and editing my identities' main data).

Permissions

Opens the Entitlements – Identity page (see Entitlements – Identity (page description)).

You select the following actions:

My Requests

Opens the Requests – Identity page (see Requests - Identity ((page description))).

Here you can see all the products that this identity has requested or were requested for them (see Displaying my identity requests).

Delegations

Opens the Delegations – Identity page (see Delegations – Identity (page description)).

You select the following actions:

Attestation

Opens the Attestation – Identity page (see Attestations – Identity (page description)).

You select the following actions:

Risk

Opens the Risk – Identity page (see Risk – Identity (page description)).

Here you can see the identity's risk index (see Displaying my identities' risk indexes). For more information about risk assessment, see the Risk assessment.

History

Opens the History – Identity page (see History – Identity (page description)).

Here you can see all the changes made to the identity (see My identities' history).

Passcode

Here you can create a passcode for the identity if it has forgotten its Web Portal login password and cannot reset it using the question-and-answer function (see Creating passcodes for my identities).

Overview – Identity (page description)

To open the Overview – Identity page go to Responsibilities > My Responsibilities > Identities > select identity> Overview.

On the Overview - Identity page, you can see all the information relevant to the identity summarized in an overview (see Displaying my identities' overviews).

This information is displayed as shapes. For more information, click on the links inside one of the shapes.

Main data – Identity (page description)

To open the Main data – Identity page go to Responsibilities > My Responsibilities > Identity > select identity > Main data.

On the Main data – Identity page, you can:

The following tables give you an overview of the different functions and content on the Main data – Identity page.

Table 280: Controls

Control

Description

Assign to new manager

Opens the Assign to New Manager page (see An neuen Manager übergeben ).

Use this button to transfer the identity's responsibilities from themself to another manager (see Assigning other managers to my identities).

Generate report

Use this button to generate a report about the identity's data (see Creating reports about my identities).

Save

Use this button to save the changes to the main data.

You can change the following main data.

Table 281: Identities main data

Property

Description

Personal data

Last name

Enter the identity's last name.

First name

Enter the identity's first name.

Middle name

Enter the identity's middle name.

Date of birth

Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.

Personnel number

Enter the identity's personnel number.

Gender

In the menu, select the identity's gender.

Central user account

Enter the name of the identity's central user account.

Default email address

Enter the identity's default email address.

Organizational information

Primary cost center

Click Assign/Change and select the identity's primary cost center.

Primary department

Click Assign/Change and select the identity's primary department.

External

Select the check box if this is an external identity.

Identity type

Select the identity type of the identity:

  • Primary identity: Default identity for an identity. The identity has a default user account.

  • Organizational identity: Virtual identity (sub identity) for mapping different roles of an identity within the organization. The sub identity is associated with a user account of the Organizational identity type.

    In addition, specify a main identity.

  • Personal administrator identity: Virtual identity (sub identity) associated with a user account of type Personal administrator identity type.

    In addition, specify a main identity.

  • Sponsored identity: Pseudo identity associated with a user account of type Sponsored identity.

    Also assign a manager to the identity.

  • Shared identity: Pseudo identity associated with an administrative user account of type Shared identity.

    Also assign a manager to the identity.

  • Service identity: Pseudo identity associated with a user account of type Service identity.

    Also assign a manager to the identity.

  • Machine identity: Pseudo identity for mapping machine identities.

For more information about mapping multiple identities of one identity, see the One Identity Manager Identity Management Base Module Administration Guide.

Main identity

If the identity type is Organizational identity or Personalized administrator identity, select a main identity.

Employee type

In the menu, select what type of identity this is. For example, an identity of this company or a trainee.

Entry date

Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.

Leaving date

Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.

Manager

Shows you the identity's manager.

TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).

Temporarily disable until

Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity.

Locational information

Primary location

Click Assign/Change and select the identity's primary location.

Building

Enter the building where the identity works.

Floor

Enter which floor the identity works on.

Room

Enter the room the identity works in.

Street

Enter the street or road where the identity works.

Zip code

Enter the zip code of the identity's work location.

City

Enter the city where the identity works.

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