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Identity Manager 8.1.5 - Web Portal User Guide

Table of Contents

Getting started

Logging on and off

First login/new account Logging in Logging in with security keys Logging in to the Password Reset Portal Logging off

Navigation and use

The user interface layout Start page Header Menu bar Making approval decisions about pending items Simple navigation Searching

Running a search Context search Advanced search

Displaying the address book

Sorting Bookmarks

Setting bookmarks Selecting bookmarks Deleting bookmarks

Using the help Support Community Connection Info

Text filters Number filters Object filter Filtering the calendar function Delete filter

Grouping and ungrouping columns Show other columns Saving views Deleting saved views Custom filter conditions

Creating filters using the wizard Using control elements Displaying technical names of database columns Displaying filter conditions as SQL expressions

Exporting views Mobile view

Heatmaps and statistics in the mobile view

Managing password questions Change password Changing contact information

Editing Active Directory user accounts

Changing the language

Security keys (WebAuthn)

Displaying security keys Setting up security keys Editing security keys Deleting security keys

Making requests

Requesting from templates Requesting through a reference user Request for other employees Making requests for subidentities Displaying and requesting other people’s products Requesting privileged access

Request history

Resubmitting a request Process monitoring

Editing requests

Unsubscribing requests Canceling requests Renewing requests

Maintaining templates

Creating and editing templates Using a reference user's requests Deleting templates Sharing templates Adding information

Viewing requests Edit shopping cart Requesting a Starling 2FA token Requesting products that require multi-factor authentication Special requests Requesting groups Submitting requests Setting validity periods Specifying priorities Failed requests

Pending requests

Approving pending requests Canceling pending requests Displaying and approving complete requests Approving pending Active Directory group requests Approving assignment of new managers Making inquiries Deleting questions Revoking hold-status Rerouting approvals Delegating approvals Adding approvers Changing priority Editing validity periods Adding additional items Confirming terms of use

Approval history

Searching for approvals Withdrawing delegation Withdrawing additional approval

Request inquiries

Request Approvals

IT Shop escalation

Escalated request approvals Canceling escalated requests

My attestation status

Viewing details Attesting pending attestations Sending reminders Approving my attestations

Pending attestations

Viewing new attestations Adding approvers Attestations for a specific object type Viewing employees authorized to make approvals Object attestations history Making inquiries

Attestation history Attestation inquiries

Governance administration

Attestation runs

Sending reminders for all attestation runs Sending reminders about selected attestation policy runs Extending an attestation run

Attestation policy settings

Viewing attestation policies Adding attestation policies Editing attestation policies Modifying attestation procedures Copying attestation policies Deleting attestation policies Adding conditions Editing conditions Deleting conditions Objects affected by a condition Updating object selection

Viewing attestation cases

Pending rule violations

Approving exception approvals Resolving rule violations

Rule violation history Pending policy violations Policy violations

Rule violations Policy violations

Governance administration

Risk assessment High-risk overview Compliance frameworks Rule violations Policy violations Rule analysis Function analysis

Responsibilities

My responsibilities

Displaying information Adding employees Viewing rule violations Editing employee data Assigning new managers Creating a passcode Creating reports about employee data Viewing risk indexes Adding new delegations Deleting or canceling delegations Displaying and deleting memberships Displaying assignment of an entitlement Requests History Timeline Status comparison Comparing an employee's status Attestations Approving attestations

System entitlements

Adding memberships Deleting memberships Editing master data Attestations Owner New owner role Moving responsibilities Attestors Usage Child groups

New business roles Restoring deleted roles Master data Adding entitlements Deleting entitlements Splitting a role Compliance Compare and merge Restoring a previous state Compliance reports Attestations Statistics

New system role Compliance

Comparing the status of company resources Statistics

Statistics

Statistics

Application roles

Creating application roles Displaying information about application roles Master data of application roles

Displaying and editing application role master data

Membership in application roles

Displaying members of application roles. Adding members to application roles Removing members from application roles

Application role entitlements

Displaying entitlements of application roles

Attesting application roles

Displaying attestation cases of application roles Displaying attestators for pending attestation cases of application roles and sending reminders Approving attestation cases of application roles.

Application role history

Displaying application role history

Role memberships of application role members

Displaying role memberships

Compliance reports of application roles

Displaying compliance reports of application roles

New resources

Assignment resources Multi-request resources Multi-requestable/unsubscribable resources Software

Adding new software

Adding new devices Editing master data

Adding tags for service items

Task delegation

Adding new delegations Deleting delegations

Delegation history

Displaying delegation history

Assigning owners

Assigning owners to devices Assigning system entitlements owners

Claim ownership

Organizations Software Business roles Multi-request resources Multi-requestable/unsubscribable resources Employees

Employee approvals Employee memberships

Application roles Resources System entitlements

Viewing an employee's system entitlements

System roles Assignment resources

Governance administration

Editing business roles Restoring deleted roles

System entitlements

Assigning product owners Assigning attestors

Editing roles Restoring roles

Applications Calls

Adding new calls Call history

Removing attachments

Mail subscriptions Personal dashboard settings Subscriptions

Adding subscriptions Editing subscription settings Receive subscription immediately Ending subscriptions

New report Viewing report definitions

Overview Master data Usage

Displaying reports Exporting reports

Discovering your statistics on the start page

Viewing statistics Hiding statistics Viewing source data Apply filter

Viewing data Viewing changes for a specific period Limiting the amount of data Displaying object details

What statistics are available?

High-risk overview Compliance Risk Policies Organization IT shop Attestations Target systems

Community

The One Identity Community offers you a forum where you can exchange information and solutions with other users.

To open the One Identity Community forum

In the header, click | Community.

This opens the One Identity Community forum.

Connection

You can to call up information about a database session and view it in the Web Portal.

NOTE: You cannot change any data in the database.

The data connection details are displayed in a dialog window. You can see information about the web application user, permissions groups and the program function allowed.

Information about the user is shown in the System user view. Here, you will find out more about the authentication type, user ID, which permissions the user has (read and/or write access), whether the user is a dynamic user and how the user was added.

You can view permissions groups with a description about each group listed on the Permissions group view.

A list of program functions with a description is available on the Program functions view.

To open the "Connection" dialog.

In the header, click | Connection.
In Connection, click the tab corresponding to the type of information that you would like to view in more detail.

Info

The About menu shows you, among other things, information about your currently installed version of the Web Portal and the registered names of the product. It is displayed in dialog containing the following views.

About

Displays the registered trade mark names and the current version of the Web Portal installed.
Legal Notices

Lists components from third-parties included in the Web Portal. The contact data and the component license might also be given.
Contact

This shows the contact data for purchasing queries or other questions.

To open the "About" dialog

In the header, click and then Info.
Select the view for the information type you want to view in more detail.

Filter

You can find the filter function represented by in a lot of table columns. It provides you with a selection of different filters.

NOTE: The contents of the filter dialogs vary depending on context. You can filter by text, numeric values, fixed values, such as gender, "yes" or "no", dates, or objects.

MOBILE: This function is only available in the list view of the mobile interface.

To use filter on a column

Open a menu which shows tables.
Click on the required column.

Detailed information about this topic

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