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Identity Manager On Demand - Starling Edition Hosted - 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 delegations

You can display delegations created by you or by others for you.

To display delegations

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data pane, select the My delegations check box.

  4. Click Apply filter.

  5. (Optional) To display details of a delegation, click the corresponding delegation.

Creating delegations

You can delegate your role memberships and responsibilities as well as those of identities that you are responsible for, to other identities.

NOTE: You cannot edit a delegation afterward. If you want to make a change to the delegation, delete it (see Deleting delegations) and create a new delegation.

To create a delegation for your role memberships and responsibilities

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Create Delegation page, enable the Create delegation for me option.

  3. In the Select the identity to which you want to delegate step, in the Delegation recipient field, select the identity to which you want to delegate.

  4. Click Next.

  5. In the Select the type of delegation step, perform one of the following actions:

    • To delegate all memberships and responsibilities (grouped by topic), enable the Delegate all memberships and responsibilities option.

    • To delegate individual memberships and responsibilities, enable the Select individual memberships and responsibilities to delegate option.

  6. Click Next.

  7. In the Select the role membership/responsibility you want to delegate step, in the list, select the check boxes next to the role memberships/responsibilities you want to delegate.

  8. Click Next.

  9. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role/responsibility will be delegated.

    • Valid until: Specify until when the role/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if the identity whose role memberships and responsibilities were delegated must be notified. As soon as the recipient of the delegation makes an approval decision about the delegated role membership/responsibility, a notification is sent.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the menu, select a priority for the delegation.

  10. Click Save.

To create a delegation of role memberships and responsibilities that are your responsibility

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Create Delegation page, enable the Create delegation for another identity option.

  3. In the Select the identity whose memberships and responsibilities you want to delegate step, in the Delegator field, select the identity whose role memberships and responsibilities you want to delegate.

  4. Click Continue.

  5. In the Select the identity to which you want to delegate step, in the Delegation recipient field, select the identity to which you want to delegate.

  6. Click Continue.

  7. In the Select the type of delegation step, perform one of the following actions:

    • To delegate all memberships and responsibilities (grouped by topic), set Delegate all memberships and responsibilities.

    • To delegate individual memberships and responsibilities, set Select individual memberships and responsibilities to delegate.

  8. Click Next.

  9. In the Select the role memberships/responsibilities you want to delegate step, in the list, select the check box next to the role memberships/responsilities you want to delegate.

  10. Click Next.

  11. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role/responsibility will be delegated.

    • Valid until: Specify until when the role/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if you want the delegated identity to be notified when the recipient makes an approval decision about a delegated role/responsibility.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the menu, select a priority for the delegation.

  12. Click Save.

Canceling delegations

You can cancel delegations that you have already set up.

NOTE: You can only cancel delegations as long they have the Request or Approved status. You can delete delegations with the Assigned status (see Deleting delegations).

To cancel a delegation

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data pane, select the My delegations check box.

  4. Click Apply filter.

  5. Click the delegation you want to cancel.

  6. In the View Request Details pane, click Cancel request.

  7. (Optional) In the Cancel request pane, in the Reason for your decision field, enter a reason for the cancellation.

  8. Click Save.

Deleting delegations

You can delete delegations that you created. That is, responsibilities that you have delegated to others become your responsibility again.

NOTE: You can only delete delegations as long as they have the Assigned status. You can cancel delegations that have the Request or Approved status (see Canceling delegations).

To delete a delegation

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data pane, select the My delegations check box.

  4. Click Apply filter.

  5. Click the delegation you want to delete.

  6. In the View Request Details pane, click Unsubscribe product.

  7. In the Unsubscribe Product pane, perform the following actions:

    1. In the Unsubscribed as from field, specify the date on which to delete the delegation. If you leave this field empty, the delegation is deleted once you have clicked Save.

    2. In the Reason for your decision field, enter a reason for your approval decision.

    3. In the Additional comments about your decision field, enter extra information.

    4. Click Save.

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