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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

Deleting system entitlement memberships

You can delete memberships of user accounts in system entitlements.

To delete memberships

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

  2. In the Data Explorer navigation, click System entitlements.

  3. In the list, click the system entitlement with membership that you want to delete.

  4. In the details pane, click the Memberships tab.

  5. On the Memberships tab, click Directly assigned.

  6. Select the check box next to the membership you want to delete.

  7. Click Delete.

Editing risk indexes of system entitlements

You can edit the risk indexes of system entitlements. The risk index is used to assess the risk of assigning system entitlements to user accounts.

To edit the risk index

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

  2. In the Data Explorer navigation, click System entitlements.

  3. In the list, click the system entitlement whose risk index you want to edit.

  4. In the details pane, under Risk index, define the risk index using the slider.

  5. Click Save details.

Creating service items for system entitlements

In order for system entitlements to be requested as products, they are assigned to corresponding service items. You can create service items for system entitlements.

To create a service item for a system entitlement

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

  2. In the Data Explorer navigation, click System entitlements.

  3. In the list, click the system entitlement for which you want to create a service item.

  4. In the details pane, click the Details tab.

  5. On the Details tab, click Create service item.

  6. Click Service Item tab.

  7. On the Service Item tab, edit the service item's main data.

    Table 11: Service item main data

    Property

    Description

    Description

    Enter a description of the system entitlement.

    Service category

    You can group different service items into service categories. To do this, click Assign/Change and select the service category to which you want to assign the service item.
    For more information about service categories, see Managing service categories.

    Approval policy

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service item.

    Not requestable/Requestable

    Set the switch to Requestable if you want to request system entitlements through the Web Portal.

    Set the switch to Not requestable if you do not want to request system entitlements through the Web Portal.

    For more information, see Making system entitlements requestable.

    Product owners

    Product owners can edit service item's main data and, be included in approval procedures as approvers for requests of this service item.

    To specify members of an application role as the product owner, enable the Select from roles option, next to the Product owner field, click Assign/Change, then select the appropriate application role.

    To specify a certain identity as the product owner, enable the Select from identities option and then select the corresponding identity in the Identity menu.

  8. Click Save service item.

Editing service items for system entitlements

In order for system entitlements to be requested as products, they are assigned to corresponding service items. You can edit the main data of these service items.

To display and edit a service items role's main data

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

  2. In the Data Explorer navigation, click System entitlements.

  3. In the list, click the system entitlement whose service item you want to edit.

  4. In the details pane, click the Service item tab.

  5. On the Service Item tab, edit the service item's main data.

    Table 12: Service item main data

    Property

    Description

    Description

    Enter a description of the system entitlement.

    Service category

    You can group different service items into service categories. To do this, click Assign/Change and select the service category to which you want to assign the service item.
    For more information about service categories, see Managing service categories.

    Approval policy

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service item.

    Not requestable/Requestable

    Set the switch to Requestable if you want to request system entitlements through the Web Portal.

    Set the switch to Not requestable if you do not want to request system entitlements through the Web Portal.

    For more information, see Making system entitlements requestable.

    Product owners

    Product owners can edit service item's main data and, be included in approval procedures as approvers for requests of this service item.

    To specify members of an application role as the product owner, enable the Select from roles option, next to the Product owner field, click Assign/Change, then select the appropriate application role.

    To specify a certain identity as the product owner, enable the Select from identities option and then select the corresponding identity in the Identity menu.

  6. Click Save service item.

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