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Starling CertAccess Hosted - Web Portal User Guide

General tips and getting started Requests Attestation Responsibilities Managing data Managing user permissions for the Web Portal Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Delegating approvals of pending requests to other identities

You can delegate an approval decision about a request to another identity.

To delegate an approval

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, click Details next to the request whose approval decision you want to delegate to another identity.

  3. In the View Request Details pane, click Delegate approval.

  4. In the Delegate approval, in the Delegate to menu, select the identity to which you want to delegate the approval.

  5. In the Reason for your decision field, enter a reason for the delegation.

  6. Click Save.

To delegate approval of multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, in the list, select the check boxes next to the requests whose approval you want to delegate to another identity.

  3. Click (Actions) > Delegate approval.

  4. In the Delegate approval, in the Delegate to menu, select the identity to which you want to delegate the approval.

  5. In the Reason for your decision field, enter a reason for the delegation.

  6. Click Save.

Related topics

Withdrawing delegations from pending requests

If a request's approval has been delegated to another identity, you can withdraw the delegation.

To withdraw an approval delegation

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click Details next to the request with the approval delegation you want to withdraw.

  3. In the View Request Details pane, click Withdraw delegation.

  4. In the Withdraw Delegation pane, in the Reason for your decision field, enter why you are withdrawing the approval delegation.

  5. Click Save.

To withdraw multiple delegations from approvals

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, in the list, select the check boxes next to the requests whose approval delegations you want to withdraw.

  3. Click (Actions) > Withdraw delegation.

  4. In the Withdraw Delegation pane, in the Reason for your decision field, enter why you are withdrawing the approval delegations.

  5. Click Save.

Related topics

Rejecting request approval

If you have been added to a product request as an additional approver or the approval of the product request was passed to you, you can reject the approval and return the request to the original approver.

To reject an approval

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, click Details next to the request that you do not want to make an approval decision about.

  3. In the View Request Details pane, click Reject approval.

  4. In the Reject Approval, in the Reason for your decision pane, enter a reason for the rejecting.

  5. Click Save.

To reject approval of multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, in the list, select the check boxes next to the requests that you do not want to make an approval decision about.

  3. Click (Actions) > Reject approval.

  4. In the Reject Approval, in the Reason for your decision pane, enter a reason for the rejecting.

  5. Click Save.

Displaying request history

You can display the request history to obtain an overview of all the products that you have requested for yourself or other identities, or to see the status of a current request.

To display the request history

  1. In the menu bar, click Requests > Request History.

    This opens the Request History page.

  2. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just pending requests (no approval decision yet made).

  3. (Optional) To display details of a request, click Details next to the request whose details you want to see.

Related topics
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