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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

Displaying identities

You can display any of the identities and their details.

To display identities

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click Identites.

    This opens the Identities view and displays all the identities.

  3. (Optional) To display details of an identity, click it in the list.

    TIP: To create a report about an identity, click Download report.

Related topics

Assigning managers to identities

You can assign managers to identities or remove the currently assigned manager.

To assign a manager to an identity

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click Identities.

  3. In the list, click the identity that you want to assign a new manager to.

  4. In the details pane, perform one of the following actions:

    • In the Manager menu, click the manager you want to assign to the identity.

    • To remove the current manager, click (Remove assignment).

  5. Click Save.

Related topics

Deactivating identities

You can deactivate identities permanently such as when an employee leaves a company. This may be necessary to strip these identities of their permissions in the connected target system and from their company resources.

Effects of permanent deactivating an identity are:

  • The identity cannot be assigned to identities as a manager.

  • The identity cannot be assigned to roles as a supervisor.

  • The identity cannot be assigned to attestation policies as an owner.

  • The identity's user accounts are locked or deleted and then removed from group memberships.

To deactivate an identity

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click Identities.

  3. In the list, click the identity that you want to reactivate.

  4. In the details pane, set the toggle to Deactivated.

  5. Click Save.

Reactivating identities

You can activate permanently deactivated identities if they have not been deactivated by certification.

To reactivate an identity

  1. In the menu bar, click Data > Data Explorer.

  2. In the Data Explorer navigation, click Identities.

  3. In the list, click the identity that you want to activate.

  4. In the details pane, set the toggle to Activated.

  5. Click Save.

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