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Identity Manager 9.2 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestations Pending attestations Displaying attestation history Managing attestation inquiries directed at you
Compliance Managing risk index functions Responsibilities
My responsibilities
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
Managing data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

Setting up and configuring request functions

In order to request products in the Web Portal, the Web Portal must be set up accordingly.

Application roles help you to define who can take over administrative tasks in the Web Portal.

Structure and workflow of requests

A shop is the top element in the hierarchical structure that is required for requesting products. A shop can contain several shelves. Products are assigned to these shelves and can then be requested.

Products can be grouped into service categories. Identities can select products from a service catalog in the Web Portal, add them to a cart, and submit a purchase request.

Requests follow a defined approval process that determines whether a product may be assigned or not. Authorized identities have the option to approve requests and cancellations. You determine which approval process to use by assigning approval policies to shops or shelves (see Editing shop details and Editing shelf details ).

Detailed information about this topic

Managing shops

A shop is the top element in the hierarchical structure that is required for requesting products.

A shop can contain several shelves (see Managing shop shelves). Products are assigned to these shelves and can then be requested (see Managing requestable products in shops).

You can display, create, edit, or delete shops.

You can also decide who is able to request products from shops (see Manage access to requestable products in Shops).

Detailed information about this topic

Displaying shops

You can display any of the shops and their details.

To display shops

  1. In the menu bar click Setup > Shops.

    This opens the Shops page.

  2. (Optional) To display details of a shop, in the list, click on the shop.

  3. (Optional) You can perform the following actions:

Creating shops

To set up your own shop solution, you can create shops. You can then customize these shops as you wish (see Editing shops).

To create a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, click Create Shop.

  3. In the Create Shop pane, enter the main data for the new shop.

    Table 10: Shop main data

    Property

    Description

    Name

    Enter a full, descriptive name for the shop.

    Description

    Enter a description for the shop.

    Attestors

    Click Select/Change and select an application role. Members of this application role can approve attestation cases affecting products that can be requested through this shop.

    This setting is inherited by all the shelves that are assigned to this shop and do not have an attestor.

    Approval policies

    Click Select/Change and select the check boxes in front of the approval policies used to determine the approvers if products are requested from this shop in the Web Portal. Click Apply.

    This setting is inherited by all the shelves that are assigned to this shop and do not have any approval policies.

    Owner

    Select the identity that is responsible for the shelf.

    The owner can be used as the approver in approval processes for requests from the shop.

    2nd Manager

    Select the identity that deputizes as the shop manager.

    The deputy can be used as the approver in approval processes for requests from the shop.

  4. Click Create.

  5. (Optional) Create shelves for the shop (see Creating shelves for shops). In the shelves, you can specify which products can be requested from the shop (see Adding products to shelves).

  6. (Optional) To specify who can request products from the shop, add members to the shop (see Adding members to shops).

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