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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

Managing shops

A shop is the top element in the hierarchical structure that is required for requesting products.

A shop can contain several shelves (see Managing shop shelves). Products are assigned to these shelves and can then be requested (see Managing requestable products in shops).

You can display, create, edit, or delete shops.

You can also decide who is able to request products from shops (see Managing access to requestable products in shops).

Detailed information about this topic

Displaying shops

You can display any of the shops and their details.

To display shops

  1. In the menu bar click Setup > Shops.

    This opens the Shops page.

  2. (Optional) To display details of a shop, in the list, click on the shop.

  3. (Optional) You can perform the following actions:

Creating shops

To set up your own shop solution, you can create shops. You can then customize these shops as you wish (see Editing shops).

To create a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page click Create Shop.

  3. In the Create Shop pane, enter the main data for the new shop.

    Table 7: 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 Create.

  5. (Optional) Create shelves for the shop (see Creating shelves for shops). In the shelves, you can specify which products can be requested from the shop (see Adding products to shelves).

  6. (Optional) To specify who can request products from the shop, add members to the shop (see Adding members to shops).

Editing shops

When you edit existing shops, you can perform the following actions:

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