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Identity Manager On Demand Hosted - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list 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

Header

There are several buttons available to you in the Web Portal's header bar that make it easier and simpler to access functions and settings. The following table explains, which icons to select to reach the relevant functions and settings.

Table 6: Functions in the header

Profile

Use these menu items to:

Help

This menu includes online help, contact to customer service and information about the connection and the product.

Use Documentation to open the context-sensitive help. The help contains the entire contents of the Web Portal User Guide.

Here you can open the help. The help contains the entire contents of the Web Portal User Guide.

Menu bar

The menu bar is displayed horizontally in the upper part of the screen and provides different menus and submenus.

Menus are structured by topic. Each menu corresponds to a topic and holds further menu items that are respective subtopics.

To open a menu

  1. Click a menu in the menu bar.

    This expands the menu and shows more menu items.

  2. Click a menu item.

Requests

Requests account for the core functionality of the Web Portal. For example, if you require access to a system or device, request it as though you were using a traditional web shop.

NOTE: You can request a variety of products depending on the entitlements assigned to you.

You can apply the following requests:

  • Groups (for example, Active Directory groups, Notes groups, LDAP groups, and more)

  • Membership in roles (for example, business roles, departments, application roles, applications, and more)

  • Access to file systems or SharePoint resources

  • Every other resource in your area

A predefined workflow is triggered when you make a request. Although the given workflow may be different, what generally applies is:

  • Your request is forwarded to an identity for approval (see Pending requests).

  • You are notified whether your request is granted or denied.

Detailed information about this topic

Setting up and configuring request functions

In order to request products in the Web Portal, the Web Portal must be set up accordingly.

Application roles help you to define who can take over administrative tasks in the Web Portal.

Structure and workflow of requests

A shop is the top element in the hierarchical structure that is required for requesting products. A shop can contain several shelves. Products are assigned to these shelves and can then be requested.

Products can be grouped into service categories. Identities can select products from a service catalog in the Web Portal, add them to a cart, and submit a purchase request.

Requests follow a defined approval process that determines whether a product may be assigned or not. Authorized identities have the option to approve requests and cancellations. You determine which approval process to use by assigning approval policies to shops or shelves (see Editing shop details and Editing shelf details ).

Detailed information about this topic
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