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Identity Manager 8.2.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Editing shop details

You can edit details of existing shops.

To edit details of a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose details you want to edit.

  3. In the Edit Shop pane, you can edit the main data of the shop.

    Table 8: Shop main data

    Property

    Description

    Name

    Enter a full, descriptive name for the shop.

    Description

    Enter a description for the shop.

    Attestors

    Click Assign/Change and select an application role. Members of this application role can approve attestation cases affecting products that can be requested through this shop.

    This setting is inherited by all the shelves that are assigned to this shop and do not have an attestor.

    Approval policies

    Click Assign/Change and select the check boxes in front of the approval policies used to determine the approvers if products are requested from this shop in the Web Portal. Click Apply.

    This setting is inherited by all the shelves that are assigned to this shop and do not have any approval policies.

    Owner

    Select the identity that is responsible for the shelf.

    The owner can be used as the approver in approval processes for requests from the shop.

    2nd Manager

    Select the identity that deputizes as the shop manager.

    The deputy can be used as the approver in approval processes for requests from the shop.

  4. Click Save.

Deleting shops

You can delete shops.

NOTE: Before you can delete a shop, you must delete all shelves from the shop (see Deleting shelves from shops) and remove all members from the shop (see Removing members from shops).

To delete a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop you want to delete.

  3. In the Edit Shop pane, click Delete Shop.

Managing shop shelves

You can display, create, edit, or delete shop shelves.

Each shop contains a number of shelves from which identities can request products. There are various products available for request on shelves. Shelves are set up under each shop.

Detailed information about this topic

Displaying shop shelves

You can display any of the shop's shelves and their details.

You can display any of the shop's shelves and their details.

To display the shelves in a store

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose shelves you want to display.

  3. In the Edit Shop pane, click the Shelves tab.

  4. (Optional) To display details of a shelf, click it in the list.

  5. (Optional) You can display the products that can be requested over this shelf (see Displaying requestable products).

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