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Identity Manager 9.2.1 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships 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 data
Managing departments 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 Appendix: Attestation conditions and approval policies from attestation procedures

Displaying service categories

You can display any of the service categories and their details.

To display service categories

  1. In the menu bar, click Setup > Service categories.

    This opens the Service Categories page and displays all the service categories.

  2. (Optional) To display details of a service category, click the appropriate service category.

Creating service categories

You can create service categories.

To create a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click Create service category.

  3. In the Create Service Category pane, enter the service category's main data.

    ClosedYou can edit the following main data.

  4. Click Save.

Editing service categories

You can edit service items.

To edit a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click the service category that you want to edit.

  3. In the Edit Service Category pane, enter the service category's main data.

    ClosedYou can edit the following main data.

  4. Click Save.

Deleting service categories

You can delete existing service categories.

Before you can delete a service category, the following requirements must be met:

  • The service category is not predefined. Whether a service category is predefined, you can see from the description (see Displaying service categories).

  • Service items are no longer assigned to the service category. To remove service items, edit the service category and remove the assigned service items (see Editing service categories).

  • There are no longer child service categories under the service category. To assign child service categories under another service category or to remove them again, edit the corresponding child service category and remove or change the parent service category (see Editing service categories).

To delete a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click the service category that you want to delete.

  3. In the Edit Service Category pane, click Delete service category.

  4. In the Delete Service Category dialog, confirm the prompt with Yes.

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