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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
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 Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Creating product bundles

You can create product bundles on the Product Bundles page or via the shopping cart.

To create a product bundle

  1. In the menu bar, click Requests > Product bundles.

  2. On the Product Bundles page, click Create product bundle.

  3. In the Create Product Bundle side panel, enter the main data of the new product bundle.

    ClosedYou can edit the following main data.

  4. Click Create.

    You can now add products to product bundles (see Adding products to product bundles).

To create a product bundle from the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

    NOTE: The list of products and options for handling them is only shown when there are products in the shopping cart (see Adding products to the shopping cart).

  2. On the Shopping Cart page, in the list, select the check boxes next to the products that you want to add to the product bundle.

  3. Click (Actions) > Create product bundle.

  4. In the Create Product Bundle side panel, enter the main data of the new product bundle.

    ClosedYou can edit the following main data.

  5. Click Create.

Related topics

Copying product bundles

You can copy product bundles when you want share the product bundles of another user with other users, for example.

To copy a product bundle

  1. In the menu bar, click Requests > Product bundles.

  2. On the Product Bundles page, click the product bundle that you want to c.

  3. In the Edit Product Bundle side panel, click Copy product bundle.

    Now you can edit the product bundle (see Editing product bundles).

Related topics

Editing product bundles

You can edit the details of product bundles. You can also add other products to product bundle and remove products (see Adding products to product bundles and Removing products from product bundles).

To edit a product bundle

  1. In the menu bar, click Requests > Product bundles.

  2. On the Product Bundles page, click the product bundle that you want to edit.

  3. In the Create Product Bundle side panel, edit the product bundle's main data.

    ClosedYou can edit the following main data.

    TIP: You can also share product bundles with other users here (see Sharing product bundles).

  4. Click Save.

Detailed information about this topic

Adding products to product bundles

You can add more products to existing product bundles.

To add a product to a product bundle

  1. In the menu bar, click Requests > Product bundles.

  2. On the Product Bundles page, click the product bundle to which you want to add a product.

  3. In the Edit Request Template side panel, click the Products tab.

  4. On the Products tab, click Add products.

  5. In the Add Products to Product Bundle side panel, perform one of the following actions:

    • To see which products are available to you, enable the Show my products option.

    • To see which products are available to other identities, enable the Show products of another identity and, in the Identity drop-down, select the relevant identity.

  6. To select the relevant products and add them to the product bundle, perform one of the following actions:

    • ClosedIn the tile view ()
    • ClosedIn the list view ()
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