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Identity Manager 8.2.1 - 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

Sending reports from report subscriptions

Depending on how the schedule is configured, you can send reports to yourself and to others.

To send a report

  1. In the header, click (Profile) > My profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity menu.

  4. On the Report Subscriptions tab, perform the following:

    On the Report Subscriptions page, perform the following:

    • To send the report to yourself, click (Actions) > Send report to me next to the subscription of the report that you want to send.

    • To send the report to all subscribers, click (Actions) > Send report to all subscribers next to the subscription of the report you want to send.

Unsubscribing reports

You can unsubscribe reports.

To unsubscribe a report

  1. In the header, click (Profile) > My profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity menu.

  4. On the Report Subscriptions tab, click (Actions) > Unsubscribe next to the report subscription that you want to end.

  5. In the Unsubscribe Report dialog, confirm the prompt with OK.

The user interface layout

The Web Portal user interface is divided into several sections:

Top - header

The header with the company logo is at the top of the screen. You can use different functions and reach different sections from here.

Top – menu bar

The menu bar is displayed horizontally in the upper part of the screen and provides different menus and submenus.

Work area

The work area changes depending on the menu you opened from the navigation.

Detailed information about this topic

Home

Open the home page by clicking the company logo.

Once you have logged in successfully, the home page appears. Displayed across the home page, there are tiles of different sizes that you can click on. The tiles allow you to access some frequently used menu items or important actions with one click.

Other tiles show statistics or heatmaps. You can also call up this information in full screen mode by clicking the relevant button.

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