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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

Removing system entitlements from shelves

You can remove system entitlements from shelves. the system entitlements cannot be requested anymore from this shelf.

To remove a system entitlement from a shelf

  1. In the menu bar, click Setup > Request shops.

  2. On the Request Shops page, in the list, click the request shop from whose shelf you want to remove the system entitlement.

  3. In the details pane, click the Shelves tab.

  4. On the Shelves tab, in the list, click the shelf to remove the system entitlement from.

  5. In the details pane, click the System Entitlements tab.

  6. On the System Entitlements tab, select the check box in front of the system entitlement that you want to remove.

  7. Click Remove.

Managing service categories

Use the Web Portal to display and edit service categories.

Service categories are used to group system entitlements. For example, you can use service categories to group together system entitlements by topic.

You can assign system entitlements' service items to these service categories (see Editing service items for system entitlements).

Detailed information about this topic

Displaying service categories

You can display any of the service categories and their details.

To display service categories

  1. In the menu bar, click Setup > Service categories.

    This opens the Service Categories page and displays all the service categories.

  2. (Optional) To display details of a service category, click it in the list.

Creating service categories

You can create service categories.

To create a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click Create service category.

  3. In the Create Service Category pane, enter the service category's main data.

    Table 17: Service category main data

    Property

    Description

    Service category

    Enter a full, descriptive name for the service category.

    Description

    Enter a description for the service category.

    Parent service category

    To structure service categories hierarchically, click Assign/Change and then select the parent service category.

    Attestors

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

    Product owners

    Click Assign/Change and then select an application role. Members of this application role can edit the service category's main data. They can also be used as approvers in approval processes when requests for service items assigned to this service category.

    Approval policies

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

    NOTE: The approval policy specified for a service category is inherited by all associated service items and all child service categories where this is not specified.

    Sort order

    Enter the way you want the service category's service items to be sorted.

    Picture

    Add a picture of the service category. Users see this picture when they make a request.

    NOTE: The service category's picture is inherited by all associated service categories and service items that do not have one themselves.

    Perform the following actions to do this:

    1. Click Add/Change.

    2. In the Picture dialog box, click Select Image.

    3. Select an image from your medium.

    4. Click Save.

    Service items

    Specify the products can be requested through the service category.

    Perform the following actions to do this:

    1. Click Assign/Change.

    2. Select the check box in front of the service item you want to assign to the service category.

      TIP: To remove a service item, deselect the relevant check box in front of the service item. To remove all service items, click Clear selection.

    3. Click Apply.

  4. Click Save.

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