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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

Displaying additional columns

To customize a table on the page according to your needs and to show more information, add additional columns and adjust the sort order.

To show more columns

  1. On the page with the table that you want to customize, click (Settings) > Additional columns.

  2. In the Additional Columns dialog, under Columns that can be added, select the check box next to the column you want to show.

  3. (Optional) To change the order of the columns, mouse over the shaded area under Columns displayed and drag the element to the desired position.

  4. Click Apply.

Saving customized views

If you have customized a view and think you might want to use it at a later date, you can save the view settings. The search, sort order, filter, and additional columns are stored in the saved view.

NOTE: Saved views are only available to you where you created them.

To save a custom view

  1. On the page with the table that you have customized, click (Settings) > Save current view.

  2. In the Save current view dialog, enter a name for the view in the Name of view field.

  3. Click Save.

TIP: Select and apply the saved view at any time under View Settings.

Loading customized views

If you have customized a view and now you want to use it, you can load it.

NOTE: Saved views are only available to you where you created them.

To load a customized view

  • On the page with the table that you have customized, click (Settings) > Saved views > <saved view name>.

Editing names of saved views

Edit names of saved views in the view settings.

NOTE: Saved views are only available to you where you created them.

To edit the name of a saved view

  1. On the page with the table whose view you have saved, click (Settings) > Saved views > (Edit) (next to the relevant view).

  2. In the Edit Name of View dialog, enter another name for the view in the Name of view field.

  3. Click Save.

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