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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

Creating reports about identities

You can create the following reports on identities:

  • Reports on individual identities

  • Reports on a specific identity that reports directly to you

  • Reports on all identities that report directly to you

  • Reports on user accounts assigned to identities that report directly to you

To create a report on an individual identity

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

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click the identity that you want to create a report on.

  4. In the Edit Identity, click (Actions) > Download report.

To create a report on identities that report to a specific identity

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

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click the identity to create a report on the identities who report directly to them.

  4. In the Edit Identity section, click (Actions) > Download report on identities who report directly to this identity.

To create a report on all identities that report directly to you

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

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click (Actions) > Download report on identities who report directly to you.

To create a report on user accounts assigned to identities that report directly to you

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

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click (Actions) > Download report on user accounts of my identities.

Managing identities' memberships

Identity assignments to company structures and entitlements are enabled through membership in the respective company structures. For example, if an identity is going to be assigned to a particular department, it must first have membership in that department.

Detailed information about this topic

Displaying identities' departments

You can display departments that are assigned identities.

To display an identity's departments

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

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click the identity whose departments you want to display.

  4. In the Edit Identity pane, click the Memberships tab.

  5. In the navigation on the Memberships tab, click Departments.

Displaying identities' application roles

You can display application roles assigned to identities.

To display an identity's application roles

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

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click the identity whose application roles you want to display.

  4. In the Edit Identity pane, click the Memberships tab.

  5. In the navigation on the Memberships tab, click Application roles.

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