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Identity Manager 8.2.1 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Requesting products Saved for Later list Request templates Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Publishing request templates

You can share your personal request templates with other users by publishing them.

To publish a request template

  1. In the menu bar, click Request > My Requests.

  2. On the My Requests page, click the Maintain templates tile.

  3. On the Cart Templates page, next to the request template that you want to publish, click (Edit).

  4. In the Edit template dialog, select the Template is available to other identities and Publication is approved check boxes.

    NOTE: Enable this option only if you do not want to make any more changes to the request template.

  5. Click Save.

Related topics

Editing request templates

You can add additional information to your request templates as well as add more products and remove products.

Detailed information about this topic

Adding additional information to request templates

You can add additional information to your request templates.

To add additional information to a request template

  1. In the menu bar, click Request > My Requests.

  2. On the My Requests page, click the Maintain templates tile.

  3. On the Cart Templates page, next to the request template that you want to edit, click (Edit).

  4. In the Edit template dialog, in the input fields, enter the desired additional information.

    TIP: You can also share request templates with other users here. For more information, see the Publishing request templates.

  5. Click Save.

Related topics

Adding products to request templates

You can add more products to your existing requests templates.

To add a product from the shopping cart to a request template

  1. Add the product you want to add to your request template to the shopping cart. For more information, see the Adding products to the shopping cart.
  2. In the menu bar, click Request > My Requests.

  3. On the My Requests page, click the Shopping Cart tile.

  4. On the My Shopping Cart page, click Actions > Create template from shopping cart.

  5. On the Cart Templates page, next to the request template to which you want to add a product, click Select.

To add products of a different identity to a request template

  1. In the menu bar, click Request > My Requests.

  2. On the My Requests page, click the Start a new request tile.

  3. On the Request page, below right click Actions > Select a reference user.

  4. In the Select an identity dialog, in the list, click the identity whose products you want to add to the request template.

    NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

    A new page lists requests, memberships, and entitlements of the selected identity.

  5. On the Requests for <identity name> page, click Create template.

  6. On the Cart Templates page, next to the request template to which you want to add a product, click Select.
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