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Identity Manager 9.0 LTS - Web Portal User Guide

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General tips and getting started

Logging in and out

Logging in Logging in to the Password Reset Portal Logging off

Navigation and use

Simple navigation Search

Context searching

Custom filter conditions

Displaying the address book Managing password questions

Creating password questions Editing password questions Deleting password questions

Changing passwords Editing your profile information Switching languages Enabling/disabling email notifications Report subscriptions management

Subscribing to reports Editing report subscriptions Sending reports from report subscriptions Unsubscribing reports

Generating reports Editing reports Generating reports Deleting reports

The user interface layout

Home Header Menu bar

Setting up and configuring request functions

Displaying shops Creating shops Editing shops

Editing shop details

Deleting shops Managing shop shelves

Displaying shop shelves Creating shelves for shops Editing shop shelves

Editing shelf details

Deleting shelves from shops

Managing access to requestable products in shops

Displaying shop members Adding members to shops Removing members from shops

Managing requestable products in shops

Displaying requestable products Adding products to shelves Removing products from shelves

Managing service categories

Displaying service categories Creating service categories Editing service categories Deleting service categories

Managing service items

Displaying service items Editing service items

Managing request templates

Displaying request templates Creating request templates Editing request templates

Removing products from request templates

Sharing request templates Deleting request templates

Requesting products

Adding products to the shopping cart Managing products in the shopping cart

Displaying the shopping cart Removing products from the shopping cart Setting the validity period of products in your shopping cart Specifying the priority of products in your shopping cart Giving reasons for requests Checking the shopping cart Requesting products in the shopping cart for multiple identities Deleting shopping carts

Submitting requests Requesting for other identities or subidentities Displaying and requesting other identity’s products

Requesting products through reference users Requesting products through peer groups

Requesting using request templates Requesting privileged access Requests for Active Directory groups

Requesting new Active Directory groups Requesting changes to Active Directory groups Requesting deletion of Active Directory groups

Requesting new SharePoint groups

Saved for Later list

Saving products for later Displaying Saved for Later list Requesting products on the Saved for Later list Removing products from the Saved for Later list Deleting the Saved for Later list

Managing my request templates

Displaying my request templates Creating my request templates Editing my request templates

Removing products from my request templates

Sharing my request templates Deleting my request templates

Pending requests

Displaying pending requests Approving and denying requests

Approving pending requests from newly created Active Directory groups Approving pending requests from newly created SharePoint groups Approving new managers' pending requests

Appointing other approvers for pending requests

Rerouting approvals of pending requests Appointing additional approvers to pending requests

Removing additional approvers of pending requests

Delegating approvals of pending requests to other identities

Withdrawing delegations from pending requests

Rejecting request approval

Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals

Managing attestations

Attestation policies

Displaying attestation policies

Displaying attestation policies main data

Displaying attestation policy reports Setting up attestation policies Editing attestation policies Copying attestation policies Deleting attestation policies

Starting attestation Running sample attestations Attestation runs

Displaying attestation policy runs Displaying attestors of application runs Displaying attestation cases of application runs Displaying attestation run reports Extending attestation runs

Attestation by peer group analysis Managing samples

Displaying samples Creating samples Editing samples Deleting samples

Sending attestation reminders

Sending reminders about attestation runs

Pending attestations

Displaying pending attestation cases Granting or denying attestation cases Appointing other approvers for pending attestation cases

Rerouting approvals of pending attestation cases Appointing additional approvers to pending attestation cases

Removing additional approvers from pending attestation cases

Delegating approvals of pending attestation cases to other identities

Withdrawing delegations from pending attestation case approvals

Rejecting approval of attestation cases

Displaying attestation history

Displaying compliance rules and rule violations Displaying reports about compliance rules and rule violations Managing rule violations

Displaying approvable rule violations Granting and denying rule violation exceptions

Responsibilities

My responsibilities

Managing my departments

Displaying my departments Displaying and editing my department main data Copying/splitting my departments Managing my department memberships

Displaying memberships in my departments Analyzing assignments to my departments Adding identities to my departments Removing identities from my departments

Managing my departments' entitlements

Displaying my department entitlements Adding entitlements to my departments Deleting my department entitlements

Displaying my departments' rule violations

Managing my application roles

Displaying my application roles Displaying and editing my application roles' main data Managing my application role memberships

Displaying memberships in my application roles Analyzing assignments to my application roles Assigning identities to my application roles Removing identities from my application roles

Displaying my application roles' rule violations

Managing my business roles

Displaying my business roles Displaying and editing my business roles' main data Copying/splitting my business roles Managing my business role memberships

Displaying my business roles' memberships Analyzing assignments to my business roles Assigning identities to my business roles Removing identities from my business roles

Managing my business roles' entitlements

Displaying my business roles' entitlements Adding entitlements to my business roles Deleting my business roles' entitlements

Displaying my business roles' rule violations

Managing my identities

Displaying my identities Displaying and editing my identities' main data Adding your own identities Displaying my identities' risk indexes Deactivating my identities

Reactivating my identities

Marking my identities as security risks

Revoking my identities' security risks

Assigning other managers to my identities Creating passcodes for my identities Creating reports about my identities Managing my identities' memberships

Displaying my identities' departments Displaying my identities' application roles Displaying my identities' user accounts Displaying my identities' business roles Displaying my identities' cost centers Displaying my identities' shops Displaying my identities' locations Displaying my identities' system entitlements Displaying my identities' system roles

Displaying identities' organizational charts Displaying my identities' history Managing my identities' attestation cases

Displaying attestation cases of my identities Approving and denying attestation cases of my identities

Displaying my identities' rule violations

Managing my cost centers

Displaying my cost centers Displaying and editing my cost center main data Copying/splitting my cost centers Managing my cost center memberships

Displaying memberships in my cost centers Analyzing assignments to my cost centers Adding identities to my cost centers Removing identities from my cost centers

Managing my cost centers' entitlements

Displaying my cost center entitlements Adding entitlements to my cost centers Deleting my cost center entitlements

Displaying my cost center rule violations

Managing my locations

Displaying my locations Displaying and editing my locations' main data Copying/splitting my locations Managing my location memberships

Displaying memberships in my locations Analyzing assignments to my locations Adding identities to my locations Removing identities from my locations

Managing my locations' entitlements

Displaying my locations' entitlements Adding entitlements to my locations Deleting my locations' entitlements

Displaying my locations' rule violations

Managing my system entitlements

Displaying my system entitlements Displaying and editing my system entitlements' main data Creating reports about my system entitlements Making my system entitlements requestable Specifying my system entitlement owners Managing my system entitlements' service items

Editing my system entitlements' service items

Managing my system entitlement memberships

Displaying memberships in my system entitlements Analyzing assignments to my system entitlements Assigning identities to my system entitlements Removing identities from my system entitlements

Managing my system entitlements' child groups

Display my system entitlements' child groups

Managing my system entitlements' attestation cases

Displaying my system entitlements' attestation cases Approving and denying my system entitlements' attestation cases

Managing my system roles

Displaying my system roles Displaying and editing my system roles' main data Managing my system role memberships

Displaying memberships in my system roles Analyzing assignments to my system roles Assigning identities to my system roles Removing identities from my system roles

Managing my system roles' entitlements

Displaying my system roles' entitlements Adding entitlements to my system roles Deleting my system roles' entitlements

Displaying my system roles' rule violations

Delegating tasks

Displaying delegations Creating delegations Canceling delegations Deleting delegations

Assigning owners to system entitlements Assigning owners to devices

Managing identities

Displaying identities Adding identities Displaying and analyzing identities' risk indexes Deactivating identities

Reactivating identities

Marking identities as security risks

Revoking identities' security risks

Deleting identities Assigning other managers to identities Creating reports about identities Managing identities' memberships

Displaying identities' departments Displaying identities' application roles Displaying identities' user accounts Displaying identities' business roles Displaying identities' cost centers Displaying identities' shops Displaying identities' locations Displaying identities' system entitlements Displaying identities' system roles

Displaying identities' organizational charts Displaying identities' history Managing attestation cases of identities

Displaying attestation cases of identities Approving and denying attestation cases of identities

Displaying identities' rule violations

Managing user accounts

Displaying user accounts Managing user account memberships

Displaying user account memberships

Creating reports about user accounts

Managing system entitlements

Displaying system entitlements Making system entitlements requestable Displaying and editing system entitlements main data Specifying system entitlement owners Managing service items for system entitlements

Creating service items for system entitlements Editing system entitlement service items

Managing system entitlement memberships

Displaying system entitlement memberships Analyzing assignments to system entitlements Assigning identity system entitlements Removing system entitlements from identities

Managing system entitlement child groups

Displaying system entitlements' child groups

Managing attestation cases of system entitlements

Displaying attestation cases of system entitlements Approving and denying attestation cases of system entitlements

Creating reports about system entitlements

Managing departments

Displaying departments Displaying and editing department main data Copying/splitting departments Managing department memberships

Displaying department memberships Analyzing assignments to departments Adding identities to departments Removing identities from departments

Managing department entitlements

Displaying department entitlements Adding entitlements to departments Deleting department entitlements

Displaying department rule violations

Managing locations

Displaying locations Displaying and editing location main data Copying/splitting locations Managing location memberships

Displaying location memberships Analyzing assignments to locations Adding identities to locations Removing identities from locations

Managing location entitlements

Displaying location entitlements Adding entitlements to locations Deleting entitlements from locations

Displaying location rule violations

Managing cost centers

Displaying cost centers Displaying and editing cost center main data Copying/splitting cost centers Managing cost center memberships

Displaying cost center memberships Analyzing assignments to cost centers Adding identities to cost centers Removing identities from cost centers

Managing cost center entitlements

Displaying cost center entitlements Adding entitlements to cost centers Deleting cost center entitlements

Displaying cost center rule violations

Managing business roles

Displaying business roles Displaying and editing business role main data Copying/splitting business roles Managing business role memberships

Displaying business role memberships Analyzing assignments to business roles Assigning identities to business roles Removing business roles from identities

Managing business role entitlements

Displaying business role entitlements Adding entitlements to business roles Deleting business role entitlements

Displaying business role rule violations

Managing system roles

Displaying system roles Displaying and editing system role main data Managing system role memberships

Displaying system role memberships Analyzing assignments to system roles Assigning identities to system roles Removing identities from my system roles

Managing system role entitlements

Displaying system role entitlements Adding entitlements to system roles Deleting system role entitlements

Displaying system role rule violations

Appendix: Attestation conditions and approval policies from attestation procedures

Attesting primary departments Attesting primary business roles Attesting primary cost centers Attesting primary locations Attesting secondary departments Attesting secondary cost centers Attesting secondary locations Attesting PAM asset groups Attesting PAM asset accounts Attesting PAM assets Attesting PAM user groups Attesting PAM user accounts Attesting PAM account groups Attesting PAM directory accounts Attesting PAM accesses Attesting departments Application role attestation Business role attestation Attesting system roles Attesting locations Attesting system roles Attesting memberships in system entitlements Attesting memberships in application roles Attestation of memberships in business roles Attesting assignment of memberships in system roles Attesting device owners Attesting system entitlement owners Attesting system entitlement owners (initial) Attesting user accounts Attesting system entitlements Attesting assignment of system entitlement to departments Attesting assignment of system entitlement to business roles Attestation of system entitlement assignments to cost centers Attestation of system entitlement assignments to locations Attesting assignment of system role assignment to departments Attesting assignment of system roles to business roles Cost center system role assignment attestation Attesting assignment of system entitlements to locations Attesting assignments to system roles

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.

Header

There are several buttons available to you in the Web Portal's header bar that make it easier and simpler to access functions and settings. The following table explains, which icons to select to reach the relevant functions and settings.

Table 9: Functions in the header
Profile	Use these menu items to: View your personal data with memberships, responsibilities, and entitlements and to edit setting (for example, your Password questions) Display your company's address book Log off Change the language Enable/disable email notifications Manage report subscriptions
Help	This menu includes online help, contact to customer service and information about the connection and the product. Use Documentation to open the context-sensitive help. The help contains the entire contents of the Web Portal User Guide. Here you can open the help. The help contains the entire contents of the Web Portal User Guide.

Menu bar

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

Menus are structured by topic. Each menu corresponds to a topic and holds further menu items that are respective subtopics.

To open a menu

Click a menu in the menu bar.

This expands the menu and shows more menu items.
Click a menu item.

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