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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

Deleting request templates

You can delete request templates at any time.

NOTE: You can only delete your own personal request templates.

To delete a request template

  1. In the menu bar, click Setup > Request templates.

  2. On the Request Templates page, next to the request template you want to delete, click Edit.

  3. In the Edit Request Template pane, click Delete.

  4. In the Delete Request Template dialog, confirm the prompt with Yes.

Related topics

Requesting products

A request process is triggered when you request a product. Whether you are authorized to request a product depends on your role and your permissions. Managers or other authorized users can make a request for other identities in their name.

You can complete a request in three steps:

  1. Add the desired product to your shopping cart (see Adding products to the shopping cart).

  2. Verify the shopping cart and amend the product requests as required (see Managing products in the shopping cart).

  3. Submit the request (see Submitting requests).

Detailed information about this topic

Adding products to the shopping cart

To request products, first you must select them and add them to your shopping cart.

To add products to the shopping cart

  1. In the menu bar, click Requests > New request.

    This opens the New Request page and displays all the available products.

  2. (Optional) To filter which products are displayed, perform one of the following actions:

    • In the search field, enter the name of a product you want to look for.

    • Click Show products from service category and then select the service category containing the products you want to display.

    The relevant products are displayed.

    TIP: To change the service category you have selected, click (Delete filter) next to the selected service category and then select another service category using Show products from service category.

    If the service category contains a child category, select the child category you want from the Service items in the category menu.

    To display the products of the main categories and subcategories combined, enable the Include child categories option.

  3. Perform one of the following tasks:

    • ClosedIn the tile view ()
    • ClosedIn the list view ()

    TIP: If you select a product that has dependent products, a dialog opens that allows you to request these products as well.

    NOTE: If you select a product that requires additional information, a corresponding dialog opens.

    This opens the Shopping Cart page. Now, you can check the request and, if necessary, add to each product request (see Managing products in the shopping cart). Then send the request (see Submitting requests).

    Or you can continue working in the Web Portal to do things such as add more products.

Related topics

Managing products in the shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can delete individual product requests from the cart, add more details to them, or perform other actions.

NOTE: In certain circumstances, you may cause a request to violate compliance rules if it allocates a specific entitlement to a business role. For example, an identity may obtain an unauthorized entitlement through this business role. In this case, the compliance violation is displayed in the details pane of the shopping cart.

To manage products in the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, edit the shopping cart.
    You can perform the following actions:

  3. Ensure you only have requests that you really want to submit in your cart.

    Now you can send your request (see Submitting requests).

Related topics
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