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Identity Manager 9.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates 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

Displaying locations

You can see any of the locations and their details.

To display locations

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation click Locations.

    This opens the Locations page and displays all the locations.

  3. (Optional) To display details of a location, next to the location, click Edit.

Displaying and editing location main data

You can see and edit locations' main data.

To display and edit a location's main data

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location whose main data you want to display, click Edit.

  4. In the Edit Location pane, make your changes in the relevant fields.

    Table 35: Location main data

    Property

    Description

    Location

    Enter a full, descriptive name for the location.

    Short name

    Enter a short name for the location.

    Name

    Enter an additional description for the location.

    Parent location

    Click Assign/Change and select a location to be the parent location for organizing the location hierarchically. If you want the location at the root of a location hierarchy, leave the field empty.

    Manager

    Select the manager who is responsible for the location.

    2nd Manager

    Select an identity to act as a deputy to the location's manager.

    Additional manager

    Click Assign/Change and select a cost center. Members of the selected application role are responsible for the location.

    Attestors

    Click Assign/Change and select a cost center. Members of the selected application role can approve attestation cases for the location.

    Department

    Click Assign/Change and select the department the location is primarily assigned to.

    Cost center

    Click Assign/Change and select the cost center the location is primarily assigned to.

    Role approver

    Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the location.

    Role approver (IT)

    Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the location.

    Description

    Enter a description for the location.

  5. Click Save.

Copying/splitting locations

You can copy or move memberships and entitlements from locations you are responsible for to new objects (departments, business roles, cost centers, locations).

To copy a location or move memberships and entitlements

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location you want to copy or whose memberships and entitlements you want to move, click Edit.

  4. In the pane, click (Actions) > Split.

  5. In the Split pane, In the Type of new role menu, select which type to give the new object.

  6. Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.

    TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).

  7. Click Continue.

  8. In the Select assignments to be copied or moved to the new role step, perform the following actions:

    • To neither copy nor move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep this assignment. The entitlement/membership is later only available in the source object.

    • To copy or move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep and copy new role. The entitlement/membership is included later in the source object as well as the target object.

    • To move an entitlement/a membership to a new object, in the menu next to the corresponding entitlement/membership, select Move to new role. The entitlement/membership is later removed from the source object and only included in the target object.

  9. Click Continue.

  10. (Optional) In the Verify step, you verify the actions to run and deselect the check box in front of any actions that should not be run.

  11. Click Continue.

Related topics

Managing location memberships

As soon as an identity is assigned to a location, the identity becomes a member in the location.

Detailed information about this topic
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