Displaying and requesting other identity’s products
You can request products that other identities already own. The Web Portal offers you various options for this:
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Request by reference user: You can display all the products of a specific identity and request them as well.
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Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.
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Detailed information about this topic
Requesting products through reference users
You can request products that a particular identity already owns. This is called requesting by reference user.
Products you cannot request are marked with a red cross in the product view.
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In the menu bar, click Requests > New request.
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On the New Request page, click the Products by Reference User tab.
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In the Select Reference User pane, select the identity whose products you also want to request.
The Products and Organizational units tabs list requests, memberships, and entitlements of the selected identity.
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Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).
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Click Go to cart.
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On the My Shopping Cart page, click Submit.
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Requesting products through peer groups
You can display and request products that other identities within your environment have already requested. As a manager, you can also see products from the peer group of your direct reports. This way, you have a quick method of requesting products that are important to you or your direct reports.
A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.
To request other identities' products
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In the menu bar, click Requests > New request.
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On the New Request page, click the Recommended Products tab.
The Products and Organizational units tabs list requests, memberships, and entitlements of the selected identity's peer group.
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(Optional) If you want to make a request for another identity or check which products have been requested by their peer group, proceeds as follows:
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Click the Recipient field.
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In the Select Recipients pane, click Clear selection and, in the list, select the check box next to the identity for which you want to request products.
NOTE: The list may contain a maximum of one identity. To remove an identity from the list, clear the check box next to the respective identity.
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Click Apply.
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Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).
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Click Go to cart.
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On the My Shopping Cart page, click Submit.
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Requesting using product bundles
You can use your own (private) product bundles or product bundles that are shared with all users (public) for making requests. Product bundles help simplify the request process. For example, a product bundle may contain all the products a new identity needs to get started. If you use a product bundle to make a request, you are not obliged to request all the products in the product bundle. You only have to select the products you want from it.
To request products using a product bundle
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In the menu bar, click Requests > New request.
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On the New Request page, click the Product Bundles tab.
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In the Product bundles section, click the product bundle whose products you want to request.
TIP: To display more information about the product bundle, click (Info) next to the product bundle name.
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Perform one of the following tasks:
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Click Move to shopping cart.
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Click Go to cart.
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On the Shopping Cart page, click Submit.
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