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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)

Subscribing to reports

You can subscribe to reports. These reports are regularly sent by email to you and any other subscribers.

To add a subscription

  1. In the menu bar, click Settings.

  2. On the My Settings page, click the Subscriptions tab.

  3. In the My Subscriptions pane, click Add subscription.

  4. In the Add report subscription dialog, in the list, click the report that you want to subscribe to.

  5. Click Next.

  6. In the Edit report parameters step, specify the following subscription settings:

    • Subscription: Enter the subscription's name.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

    • (Optional) Specify other report specific settings. These settings might vary depending on what report you use.

  7. Click Next.

  8. In the Additional subscribers step, in the list, click the identities that will also receive this report.

    TIP: To remove a subscriber, in the Current list, click the corresponding identity.

  9. Click Save.

  10. In the Overview step, check your data.

  11. Click Close.

Related topics

Editing report subscriptions

You can edit your existing report subscriptions.

To edit a report subscription

  1. In the menu bar, click Settings.

  2. On the My Settings page, click the Subscriptions tab.

  3. In the My Subscriptions pane, in the list, click the report subscription that you want to edit.

  4. In the details pane, click Edit.

  5. In the Edit subscription settings dialog, edit the following report subscription settings:

    • Subscription: Enter the report subscription's name.

    • Report: Select the report that you want to subscribe to.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

  6. (Optional) Specify other report specific settings. These settings might vary depending on what report you use.

  7. Click Save.

  8. On the My Settings page, in the report subscription's details pane, click (Add identities to this subscription).

  9. In the Additional Subscriptions dialog, in the list, click the identity that should also receive the report.

    TIP: To remove a subscription, in the Current list, click the corresponding identity.

  10. Click Save.

Related topics

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 menu bar, click Settings.

  2. On the My Settings page, click the Subscriptions tab.

  3. In the My Subscriptions pane, click the subscription in the list that you want to send.

  4. In the details pane, click Actions > Get report now.

Related topics

Unsubscribing reports

You can unsubscribe reports.

To unsubscribe a report

  1. In the menu bar, click Settings.

  2. On the My Settings page, click the Subscriptions tab.

  3. In the My Subscriptions pane, in the list, click the report subscription that you want to edit.

  4. In the details pane, click Unsubscribe.

  5. In the dialog, confirm the prompt with Yes.

Related topics
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