You can carry out various actions on the identities that you manage and obtain information about them.
Assigning other managers to my identities
Creating passcodes for my identities
Displaying and editing my identities' main data
Displaying my identities' rule violations
Displaying my identities' overviews
Creating reports about my identities
Displaying my identity requests
You can assign other managers to the identities for which you are responsible.
To assign a new manager to an identity
In the menu bar, click Responsibilities > My Responsibilities.
On the My Responsibilities page, click Identities.
On the Identities page, click the identity that you want to assign to a new manager.
On the overview page, click Main data.
On the Main data - <identity's name>, click Assign to new manager.
On the Assign New Manager page, next to New manager, click Assign/Change.
In the New manager dialog, click the manager you want to assign to the identity.
On the Assign to new manager page, in the Effective date field, set a date and time from which the new manager takes effect.
(Optional) If the identity for which you are selecting a new manager already has entitlements or products assigned, they are removed or unsubscribed by default on the effective date. If you want the identity to retain these entitlements or products when transferring to the new manager, clear the check boxes next to the respective entitlements and products.
Click Submit.
In the dialog, confirm the prompt with Yes.
NOTE: On the Pending Requests page, your request to change managers is presented to the new manager to be granted or denied approval (see Approving new managers' pending requests). After the new manager approves this requests, the new manager is assigned.
If identities, for which you are responsible, have forgotten their password for logging into the Web Portal and the passwords cannot be reset with the question and answer feature, you can create passcodes for them. With this passcode, identities can log on to the Password Reset Portal once and for a limited time.
To create a passcode for an identity
In the menu bar, click Responsibilities > My Responsibilities.
On the My Responsibilities page, click Identities.
On the Identities page, click the identity for which you want to create the passcode.
On the overview page, click Passcode.
The generated passcode, its validity period, and a URL that the identity uses to login in to thePassword Reset Portal, are displayed in a dialog.
Note or copy the code and have it sent to the identity with the validity period.
You can display all the identities for which you are responsible.
To display identities
In the menu bar, click Responsibilities > My Responsibilities.
On the My Responsibilities page, click Identities.
This opens the Identities page (see Identities (page description)) and displays all the identities that report directly to you.
(Optional) To show identities that report indirectly to you,deselect the Show only direct reports box.
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