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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

Assigning application roles to identities

You can assign application roles to identities by adding the identities to application roles as members. Once an identity becomes a member in an application role, it obtains its respective permissions.

NOTE: To add a member to an application role, you must be a member in the respective application role yourself.

To add a member to an application role

  1. In the menu bar, click Setup > Application roles.

  2. On the Application Roles page, click the application role that you want to add a member to.

  3. In the Edit Application Role pane, click Add members.

  4. In the dialog, select the check box in front of the identity that you want to add to the application role as a member.

  5. Click Apply.

Removing identities from application roles

You can remove identities from application roles by removing the identities' membership in the application roles. Once an identity is no longer a member in an application, it loses its respective permissions.

NOTE: To be able to remove a member from an application role, the member must have been added directly to the application role (use the following steps) or you have requested the appropriate membership.

To remove a member from an application role

  1. In the menu bar, click Setup > Application roles.

  2. On the Application Roles page, click the application role that you want to remove a member from.

  3. In the Edit Application Role pane, select the check box next to the member that you want to remove.

  4. Click Remove.

Setting up and configuring request functions

In order to request system entitlements 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

The request shop is the top element in the hierarchical structure that is required for requesting system entitlements. A request shop can contain several shelves. Requestable system entitlements are then assigned to these shelves.

System entitlements can be grouped by 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 specify which approval procedure to use by assigning approval procedures to request shops, shelves or individual system entitlements (see Editing details of request shops, Editing shelf details , and Editing service items for system entitlements).

Detailed information about this topic

Making system entitlements requestable

To be able to request a system entitlements in the Web Portal, the system entitlement must fulfill the following prerequisites:

  • The system entitlement must be assigned to a service item .

  • The system entitlement must be marked as requestable (see following step-by-step).

  • The system entitlement must be assigned to a shelf in a request shop (see Adding system entitlements to shelves).

To make a system entitlement requestable

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

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

  3. (Optional) To display only those system entitlements only that are not marked as requestable, perform the following actions:

    1. Click (Filter).

    2. In the filter context menu, select the Not requestable check box.

  4. In the list, select the check box in front of the system entitlement that you want to make requestable.

  5. Under the list, set the switch to Make selected items requestable and click Update.

    TIP: If you do not want the system entitlement to be requested in the Web Portal anymore, set the switch to Make selected items not requestable.

  6. Assign the system entitlement to a shelf in the request shop that you want to use later to request it from (see Adding system entitlements to shelves).

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