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Identity Manager 8.2 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Requesting products Saved for Later list Request templates Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Attestation – Administration Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products My departments My application roles My devices My business roles My identities My cost centers My multi-request resources My multi requestable/unsubscribable resources My resources My software applications My locations My system entitlements My system roles My assignment resources
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Request templates

Request templates help simplify the request process. For example, a request template may contain all the products a new identity needs to get started. If you use a request template to make a request, you are not obliged to request all the products in the template. You only have to select the products you want from it. For more information about the Shopping Cart Templates page, see Shopping Cart Templates (page description).

Detailed information about this topic

Displaying request templates

To obtain an overview of all the request templates, you can display them and their associated content. Request templates are sorted by personal and system-wide request templates.

To display all request templates

  1. In the menu bar, click Request > My Requests.

  2. On the My Requests page, click Maintain Templates.

    This opens the Cart Templates page (see Shopping Cart Templates (page description)).

  3. Click Personal Templates or System-wide Templates to display the corresponding request templates.

    TIP: Click (Expand) next to the template to expand the contents and display each item.

Related topics

Creating request templates

If you request certain products frequently, you can create an request template from an already populated and configured shopping cart that you can reuse later to save time. In addition, you can create a template with products assigned to a different identity.

To create a request template from the shopping cart

  1. In the menu bar, click Request > My Requests.

  2. On the My Requests page, click Shopping cart.

    NOTE: The list of products and options for handling them is only shown when there are products in the shopping cart.

  3. On the My Shopping Cart page, click Actions > Create template from shopping cart.

  4. On the Shopping Cart Templates page, in the Name of the new template field, enter a meaningful name for the request template.

  5. Click Create template.

To create a request template with another identity's products.

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click the Start a new request tile.

  3. On the Request page, below right click Actions > Select a reference user.

  4. In the Select identity dialog, click the identity in the list whose product requests you want to use as a template.

    A new page lists requests, memberships, and entitlements of the selected identity.

  5. On the Requests for <identity name> page, click Create template.

  6. On the Shopping Cart Templates page, in the Name of the new template field, enter a meaningful name for the request template.

  7. Click Create template.

Related topics

Publishing request templates

You can share your personal request templates with other users by publishing them.

To publish a request template

  1. In the menu bar, click Request > My Requests.

  2. On the My Requests page, click the Maintain templates tile.

  3. On the Cart Templates page, next to the request template that you want to publish, click (Edit).

  4. In the Edit template dialog, select the Template is available to other identities and Publication is approved check boxes.

    NOTE: Enable this option only if you do not want to make any more changes to the request template.

  5. Click Save.

Related topics
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