Identity Manager 8.2.1 - Web Designer Web Portal User Guide

Table 69: Controls in the details pane of an identity
Control	Description
Overview	You can use this button to display more information about the identity.

Table 69: Controls in the details pane of an identity

Control

Description

Overview

You can use this button to display more information about the identity.

Table 70: Columns
Column	Description
Display	Displays the full name and in brackets, the user name of the employee.
Primary location	Shows the identity's primary location.
Primary department	Shows the department that the identity is primarily assigned to.

Table 70: Columns

Column

Description

Display

Displays the full name and in brackets, the user name of the employee.

Primary location

Shows the identity's primary location.

Primary department

Shows the department that the identity is primarily assigned to.

Use the various menu items in the menu (Help) to perform the following actions:

Open One Identity help resources
General information about the Web Portal
Change the user interface language
Change the user interface time zone

The following tables provide you with an overview of the menu items and actions that can be run here.

Table 71: Menu items
Menu	Menu item	Description
Help
	Help	Opens the Web Portal's context-sensitive help.
	Support	Opens the One Identity's support page. There you will find a number of solution methods for different issues.
	Community	Opens One Identity's community page, where you can exchange solutions with other users in a forum.
	Connection	Here you can display detailed information about the logged-in user, authorization groups, and program functions.
	Info	Here you can display, among other things, information about the currently installed version of your Web Portal and legal notices of the product.
	Language	Here you can change the Web Portal's display language (see also Switching languages).
	Time zones	Here you can change the Web Portal's time zone.

Request (Menu description)

You can use items on the Request menu to perform various actions and collect information about requests. The following tables provide you with an overview of the menu items and actions that can be run here.

Table 72: Menu items
Menu	Menu item		Description
Request
	My requests
		New Request	Here you can add products that you want to request into your shopping cart (see Adding products to the shopping cart).
		Request history	You select the following actions: Display products that you have requested or other identities have requested for you (see Displaying request history) Resubmit requests (see Resubmitting requests) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests) Recall last question asked (see Deleting inquiries about pending requests)
		Editing requests	You select the following actions: Extend the validity period of products (see Renewing products with limit validity periods) Unsubscribe products (see Unsubscribing products) Cancel active requests (see Canceling requests) Escalate request approvals
		Maintaining templates	Here you can perform the following actions for your own or system-wide request templates: Show request templates (see Displaying request templates) Create request templates (see Creating request templates) Share request templates with other identities (see Publishing request templates) Edit request templates (see Editing request templates) Delete request templates (see Deleting request templates)
		Shopping cart	You select the following actions: Display your shopping cart (see Displaying the shopping cart) Manage your shopping cart (Managing products in the shopping cart) Display your saved for later list (see Displaying Saved for Later list) Manage your saved for later list (see Saved for Later list)
	My actions
		Pending requests	You select the following actions: Display all requests that you can approve (see Displaying pending requests) Grant or deny requests (see Approving and denying requests) Make inquiries about requests if the information is insufficient to make an approval decision (see Sending inquiries about pending requests) Add other approvers that can approve requests (see Appointing additional approvers to pending requests) Reroute request approvals to other identities (see Rerouting approvals of pending requests) Delegate request approvals to other identities (see Delegating approvals of pending requests to other identities) Pass request approvals to the fallback approver or the chief approval team (see Escalating approvals of pending requests) Change the priority of requests (see Changing priority of pending requests) Confirm terms of use of products requested for you (see Confirming terms of use) Add more products to existing requests (see Adding more products to pending requests) Cancel requests (see Canceling pending requests) Revoke requests' hold status (see Revoking hold status of pending requests)
		Approval history	You select the following actions: Display all approvals of product requests that you, or the identities that report to you, decided upon (see Displaying approvals) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests)
		Request inquiries	You select the following actions: Display questions that you were asked about certain requests (see Displaying request inquiries) Answer questions that you were asked about certain requests (see Answering inquiries about requests)
	Auditing
		Request	Here you can see all the requests. You can also filter them so that only products requested for a specific identity are displayed (see Displaying all requests).
		Approval	Here you can see all the approvals. You can also filter them so that only requests relating to a specific identity are displayed (see Displaying all approvals).
	Escalation		You select the following actions: Display all escalated requests that you can approve (see Displaying escalated requests) Grant or deny requests (see Approving and denying escalated requests) Make inquiries about requests if the information is insufficient to make an approval decision (see Submitting inquiries about escalated requests) Add other approvers that can approve requests (see Appointing additional approvers to escalated requests) Reroute request approvals to other identities (see Rerouting escalated requests' approvals) Delegate request approvals to other identities (see Delegating approvals of escalated requests to other identities) Change the priority of requests (see Changing priority of pending requests) Add more products to existing requests (see Adding more products to escalated requests) Cancel requests (see Canceling escalated requests) Revoke requests' hold status (see Revoking hold status of escalated requests)

My requests (page description)

Open the Pending Request page, by navigating through to Request > My Requests.

On the My Requests page you can perform various actions regarding your requests. To do this, click on one of the tiles:

Table 73: Tiles
Tiles	Description
New Request	Here you can add products that you want to request into your shopping cart (see Adding products to the shopping cart).
Request history	You select the following actions: Display products that you have requested or other identities have requested for you (see Displaying request history) Resubmit requests (see Resubmitting requests) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests) Recall last question asked (see Deleting inquiries about pending requests)
Editing requests	You select the following actions: Extend the validity period of products (see Renewing products with limit validity periods) Unsubscribe products (see Unsubscribing products) Cancel active requests (see Canceling requests) Escalate request approvals
Maintaining templates	Here you can perform the following actions for your own or system-wide request templates: Show request templates (see Displaying request templates) Create request templates (see Creating request templates) Share request templates with other identities (see Publishing request templates) Edit request templates (see Editing request templates) Delete request templates (see Deleting request templates)
Shopping cart	You select the following actions: Display your shopping cart (see Displaying the shopping cart) Manage your shopping cart (Managing products in the shopping cart) Display your saved for later list (see Displaying Saved for Later list) Manage your saved for later list (see Saved for Later list)

Identity Manager 8.2.1 - Web Designer Web Portal User Guide

Address book

Help (Menu description)

Request (Menu description)

My requests (page description)

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Identity Manager 8.2.1 - Web Designer Web Portal User Guide

Address book

Help (Menu description)

Request (Menu description)

My requests (page description)