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Identity Manager 9.1.3 - 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

General tips and getting started

You can use the Web Portal to request and cancel products, and to renew current requests with limited lifetimes. If you own the respective entitlements, you can also approve requests and cancellations, perform attestation, view rule violations, and approve or deny exception approvals. You can also call up a wide range of statistics.

NOTE: This guide describes the Web Portal with its factory settings. Your version of the Web Portal may be different because your Web Portal may have been customized.

In addition, which Web Portal functionality is available to you is controlled by a role model in the database. This guide describes all the Web Portal functions. If you cannot find one of the functions described here in your Web Portal, it may be due to insufficient permissions. In this case, ask your administrator.

Tips for using the Web Portal
  • Enable JavaScript in your browser for the Web Portal to work.

  • For optimal displaying of the graphical user interface, use a device with a minimum screen resolution of 1280 x 1024 pixels and at least 16-bit color depth. For mobile viewing, for example when using a tablet, use a device with a display size of at least 9.7 inches.

  • Supported browsers:

    • Firefox (release channel)

    • Chrome (release channel)

    • Safari (current version)

    • Microsoft Edge (release channel)

Detailed information about this topic

Logging in and out

You must be logged onto the system to be able to work with the Web Portal. In order to login, you must know the URL of the Web Portal in your organization. Ask your system administrator for this information.

TIP: If you do not yet have an account, contact your manager.

NOTE: If you have forgotten your password and your account cannot be unlocked with the question-answer function, you can ask your manager for a passcode.

Detailed information about this topic

Logging in

Open the Web Portal in a web browser.

To log in to the Web Portal

  1. In the address line of your web browser, enter the web address (URL) of the Web Portal.

    TIP: By default, the URL is http://<server name>/<application name>/, where <server name> is the name of the server on which the Web Portal is installed.

  2. On the Web Portal login page, in the User name field, enter your full user name.

  3. In the Password field, enter your personal password.

  4. Click Log in.

Related topics

Logging in to the Password Reset Portal

The Password Reset Portal helps you to change your main password, change several passwords of different user accounts, and manage your password questions.

You can log in to the Password Reset Portal in three different ways:

To log in to Password Reset Portal using an passcode

  1. Open the Password Reset Portal URL in your web browser.

    The Password Reset Portal opens.

  2. On the login page, in the Authentication menu, select the Login with passcode option.

  3. In the User name field, enter your user name.

  4. In the Enter characters from the image field, enter the Captcha Code displayed.

    TIP: If you cannot clearly identify the CAPTCHA code displayed, click Refresh image. A new CAPTCHA code is then generated.

  5. Click Next.

  6. In the Passcode field, enter your passcode.

  7. Click Submit.

To log in to Password Reset Portal using your password questions

  1. Open the Password Reset Portal URL in your web browser.

    The Password Reset Portal opens.

  2. On the login page, in the Authentication menu, select the Log in by answering your password questions option.

  3. In the User name field, enter your user name.

  4. In the Enter characters from the image field, enter the Captcha Code displayed.

    TIP: If you cannot clearly identify the CAPTCHA code displayed, click Refresh image. A new CAPTCHA code is then generated.

  5. Click Next.

  6. In the fields, enter the appropriate answers to your password questions.

  7. Click Submit.

To log in to Password Reset Portal using your current password

  1. Open the Password Reset Portal URL in your web browser.

    The Password Reset Portal opens.

  2. On the login page, in the Authentication menu, select the corresponding authentication method.

  3. In the User name field, enter your user name.

  4. In the Password field, enter your personal password.

  5. Click Log in.

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