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Identity Manager On Demand - Starling Edition Hosted - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships 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 data
Managing departments 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 Appendix: Attestation conditions and approval policies from attestation procedures

General tips and getting started

You can use the Web Portal to request and cancel products, and to renew current requests with limited lifetimes. If you own the respective entitlements, you can also approve requests and cancellations, perform attestation, view rule violations, and approve or deny exception approvals. You can also call up a wide range of statistics.

NOTE: This guide describes the Web Portal with its factory settings. Your version of the Web Portal may be different because your Web Portal may have been customized.

In addition, which Web Portal functionality is available to you is controlled by a role model in the database. This guide describes all the Web Portal functions. If you cannot find one of the functions described here in your Web Portal, it may be due to insufficient permissions. In this case, ask your administrator.

Tips for using the Web Portal

  • Enable JavaScript in your browser for the Web Portal to work.

  • For optimal displaying of the graphical user interface, use a device with a minimum screen resolution of 1280 x 1024 pixels and at least 16-bit color depth. For mobile viewing, for example when using a tablet, use a device with a display size of at least 9.7 inches.

  • Supported browsers:

    • Firefox (release channel)

    • Chrome (release channel)

    • Safari (current version)

    • Microsoft Edge (release channel)

Detailed information about this topic

Displaying the address book

If you need information about an identity such as the phone number or location, you can use the address book.

To display the address book

  1. In the header, click (Profile) > Address Book.

    This displays the address book and all identities.

  2. (Optional) On the Address Book page, click an identity.

    In the Edit Identity Data pane, there are further details about the identity.

Logging in and out

You must be logged onto the system to be able to work with the Web Portal. In order to login, you must know the URL of the Web Portal in your organization. Ask your system administrator for this information.

TIP: If you do not yet have an account, contact your manager.

NOTE: If you have forgotten your password and your account cannot be unlocked with the question-answer function, you can ask your manager for a passcode.

Detailed information about this topic

Creating a new user account

To log in to the Web Portal, you need a user account. If you do not already have a user account, you will have to create a new one.

To create a new user account

  1. In your web browser, enter the web address (URL) of the Password Reset Portal.

  2. Click Create new account on the login page.

  3. In the Create New Account pane, enter your data (at least Last name, First name, and Contact email address).

  4. In the Enter characters from the image field, enter the Captcha Code displayed.

    TIP: If you cannot clearly identify the CAPTCHA code displayed, click Refresh image. A new CAPTCHA code is then generated.

  5. Click Create account.

    When the responsible manager has approved your account, you will receive an e-mail containing a link.

  6. Open the confirmation email and click the link.

  7. On the confirmation page, click Confirm email address.

  8. Define your password and your password questions (see Changing passwords and Managing password questions).

  9. You can then log in using these credentials (see Logging in).

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