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
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Enable JavaScript in your browser for the Web Portal to work.
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You can configure and extend the Web Portal using the Web Designer.
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A minimum screen resolution of 1280x1024 pixels is recommended with at least 16-bit color in order to optimize the user interface graphics. A display size of at least 9.7 inches is recommended for mobile displays, for example, when using a tablet.
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Supported browsers:
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Internet Explorer 11 or later
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Firefox (release channel)
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Chrome (release channel)
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Safari (current version)
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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
First login/new account
If you do not already have a user account, you will have to create a new one.
To log onto the system for the first time
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In the address line of your web browser, enter the Web address (URL) of the Web Portal to open the login page for 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.
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Click Create new user account on the login page.
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On the Register a new user view, complete at least the Last name and First name mandatory fields and enter your email address.
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In the field next to Security code, enter the code displayed.
TIP: If you cannot clearly identify the code displayed, click Generate a different code to display a new code.
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Click Save.
When the responsible manager has approved your account, you will receive an e-mail containing a link.
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Open the confirmation email and click the link.
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On the confirmation page, click Confirm email address.
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Define your password and your password questions (see also, Changing passwords and Managing password questions).
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You can then with log in using this information.
Related topics
Logging in
Open the Web Portal in a web browser.
If your system is also configured for two-factor authentication, other steps might be required to log in. For more information about logging in with your security key, see Logging in with security keys.
To log in to the Web Portal
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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.
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On the Web Portal login page, in the Login name input field, enter your full user name.
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In the Password field, enter your personal password.
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Click Connect.
TIP: If you have forgotten your password, click Forgot your password? Click here..
Then you are forwarded to the Password Reset Portal. For more information on this topic, see Changing passwords.
Related topics
