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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing 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 my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles 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 Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Changing the user interface theme

To change the appearance of the user interface of the Web Portals, you change the design that is in use. For example, you can use a contrasting theme.

To change the theme of the user interface

  1. In the header, click (Profile) > User interface settings.

  2. In the User Interface Settings dialog, select the theme you want in the Application theme drop-down.

    TIP: The Device theme theme takes the theme from your operating system.

  3. Click Save.

Enabling/disabling email notifications

You can define which events you would like to be notified about by email.

To enable or disable email notifications

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

  2. On the Profile Settings page, click the Email Notifications tab.

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

  4. On the Email Notifications tab, perform one of the following actions:

    • To enable notifications, select the check box next to the event you want to be notified about.

    • To disable notifications, deselect the check box next to the event you do not want to be notified about anymore.

  5. Click Save.

Editing your profile information

You can update your contact information at any time.

NOTE: You cannot edit light gray boxes.

To update your contact information

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

  2. On the Profile Settings page, click the Password Questions tab.

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

    NOTE: A change to your contact data only affects the selected identity.

  4. Edit the entries in the various fields.

  5. (Optional) To change your profile picture, perform the following actions:

    1. Click Add/Change.

    2. Select an image from your medium.

  6. Click Save.

Displaying your own processes

You can display an overview of processes for resolving rule violations asynchronously to track their progress that are in the Job queue for you.

To display your own processes

  • In the header, click (Profile) > My processes.

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