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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

Managing task delegations

You can temporarily delegate role memberships and responsibilities (and the associated entitlements and tasks) from yourself and other identities to other identities.
For example, if you go on vacation, you can hand over responsibility for a department and the associated tasks to a deputy.

Role memberships and responsibilities can also be delegated to you.

NOTE: In the Web Portal, a delegation is treated like a request.

Detailed information about this topic

Displaying delegations

You can display delegations created by you or by others for you.

To display delegations

  1. In the menu bar, click Requests > Request history.

  2. On the Request History page, click (Filter).

  3. In the Filter Data side panel, perform one of the following actions:

    • To display your delegations, select the My delegations check box.

    • To display delegations of identities for which you are directly or indirectly responsible, select the Delegations of identities I am directly or indirectly responsible for check box.

  4. Click Apply filter.

  5. (Optional) To display details of a delegation, click the corresponding delegation.

Creating delegations

You can delegate your role memberships and responsibilities as well as those of identities that you are responsible for, to other identities. As a manager of identities, you can delegate role memberships and responsibilities of any identities to other identities.

NOTE: You cannot edit a delegation afterward. If you want to make a change to the delegation, delete it (see Deleting delegations) and create a new delegation.

To create a delegation for your role memberships and responsibilities

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Create Delegation page, enable the Create delegation for me option.

  3. In the Select the identity to which you want to delegate step, in the Delegation recipient field, select the identity to which you want to delegate.

  4. Click Next.

  5. In the Select the type of delegation step, perform one of the following actions:

    • To delegate memberships and responsibilities (grouped by topic), enable the Delegate memberships and responsibilities grouped by topic option.

    • To delegate individual memberships and responsibilities, enable the Select individual memberships and responsibilities to delegate option.

  6. Click Next.

  7. In the Select the role memberships/responsibilities you want to delegate step, in the list, select the check box next to the role memberships/responsilities you want to delegate.

  8. Click Next.

  9. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role membership/responsibility will be delegated.

    • Valid until: Specify until when the role memebership/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if the identity whose role memberships/responsibilities were delegated must be notified. As soon as the recipient of the delegation makes an approval decision about the delegated role membership/responsibility, a notification is sent.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role membership/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the drop-down, select a priority for the delegation.

  10. Click Save.

To create a delegation of role memberships and responsibilities for other identities

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Create Delegation page, enable the Create delegation for another identity option.

  3. In the Select the identity whose memberships and responsibilities you want to delegate step, in the Delegator field, select the identity whose role memberships and responsibilities you want to delegate.

  4. Click Continue.

  5. In the Select the identity to which you want to delegate step, in the Delegation recipient drop-down, select the identity to which you want to delegate.

  6. Click Continue.

  7. In the Select the type of delegation step, perform one of the following actions:

    • To delegate all memberships and responsibilities (grouped by topic), set Delegate all memberships and responsibilities.

    • To delegate individual memberships and responsibilities, set Select individual memberships and responsibilities to delegate.

  8. Click Next.

  9. In the Select the role memberships/responsibilities you want to delegate step, in the list, select the check box next to the role memberships/responsilities you want to delegate.

  10. Click Next.

  11. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role membership/responsibility will be delegated.

    • Valid until: Specify until when the role memebership/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if the identity, whose role memberships and responsibilities were delegated, must be notified as soon as the recipient makes an approval decision about the delegated role membership/responsibility.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role membership/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the drop-down, select a priority for the delegation.

  12. Click Save.

Canceling delegations

You can cancel delegations that you have already set up.

NOTE: You can only cancel delegations as long they have the Request or Approved status. You can delete delegations with the Assigned status (see Deleting delegations).

To cancel a delegation

  1. In the menu bar, click Requests > Request history.

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, select the My delegations check box.

  4. Click Apply filter.

  5. Click the delegation you want to cancel.

  6. In the View Request Details side panel, click Cancel request.

  7. (Optional) In the Cancel request side panel, in the Reason for your decision field, enter a reason for the cancellation.

  8. Click Save.

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