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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

Adding products to the shopping cart

To request products, first you must select them and add them to your shopping cart.

To add products to the shopping cart

  1. In the menu bar, click Requests > New request.

    This opens the New Request page and displays all the available products.

  2. (Optional) To filter which products are displayed, perform one of the following actions:

    • In the search field, enter the name of a product you want to look for.

    • In the Service Categories pane, click on the service category whose products you want to display.

    The relevant products are displayed.

    TIP: If you want to change the selected service category, in the Service Categories pane, click on another service category or Root category (all products).

    If the service category contains subcategories, click (expand) next to the corresponding service category.

    To display the products of the main categories and subcategories combined, enable Show products from child categories.

  3. Select the check box next to the product you want to request.

    TIP: To select all the products displayed, select the first check box in the list.

    To remove all products from the selection, click Deselect all.

  4. Click Move to shopping cart.

    TIP: If you select a product that has dependent products, a dialog opens that allows you to request these products as well.

    NOTE: If you select a product that requires additional information, a corresponding dialog opens.

    The products are added to the shopping cart. Now, you can check the request and, if necessary, add to each product request (see Managing products in the shopping cart). Then send the request (see Submitting requests).

    Or you can continue working in the Web Portal to do things such as add more products.

Related topics

Managing products in the shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can delete individual product requests from the cart, add more details to them, or perform other actions.

NOTE: In certain circumstances, you may cause a request to violate rules if it allocates a specific entitlement to a business role. For example, an identity may obtain an unauthorized entitlement through this business role. In this case, the rule violation is displayed in the details pane of the shopping cart.

To manage products in the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, edit the shopping cart.
    You can perform the following actions:

  3. Ensure you only have requests that you really want to submit in your cart.

    Now you can send your request (see Submitting requests).

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Detailed information about this topic

Displaying the shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can view all the products in your shopping cart along with their details.

To display the products in your shopping cart

  1. In the menu bar, click Requests > Shopping cart.

    This opens the Shopping Cart page.

  2. Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Removing products from the shopping cart

After adding added products to your shopping cart (see Adding products to the shopping cart), you can remove them again.

To remove products from the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, click Remove from cart next to the product that you do not want to request anymore.

  3. In the Remove Product From Cart dialog, confirm the prompt with Yes.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

To remove multiple products from the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, in the list, select the check boxes next to the products that you do not want to request anymore.

  3. Click (Actions) > Remove selected.

  4. In the Remove Selected Products From Cart dialog, confirm the prompt with Yes.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

To remove all products from the shopping cart

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