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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

Setting the validity period of products in your shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can set their validity period. Once a product's validity period has expired, it can no longer be used.

NOTE: If you alter the validity period, the request's validity is determined by this information and not from the date of approval. An additional message is shown in the details pane of the respective product. If the request approval validity period has expired, the request is annulled.

TIP: You can renew the validity of a currently assigned product. For more information, see Renewing products with limit validity periods.

To set the validity period of a product in the shopping cart

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

  2. On the Shopping Cart page, in the list, click Edit next to the product whose validity period you want to define.

  3. In the details pane, in the Valid from field, specify from when the product is valid.

  4. In the Valid until field, specify until when the product is valid.

  5. Click Save.

    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

Specifying the priority of products in your shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can specify their priority. The priority allows approvers to quickly identify how important a product request is.

To specify the priority of a product in the shopping cart

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

  2. On the Shopping Cart page, click Edit next to the product whose priority you want define.

  3. In the details pane, in the Priority menu, select the priority.

  4. Click Save.

    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

Giving reasons for requests

After you have added products to your shopping cart (see Adding products to the shopping cart), you can give reasons for requesting them. A reason can help approvers make their approval decisions.

To give a reason for requesting a product from the shopping cart

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

  2. On the Shopping Cart page, click Edit next to the product with the request you want to justify.

  3. In the details pane, in the Reason field, enter your reason for requesting this product.

  4. Click Save.

    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

Checking the shopping cart

When you send a request, it is automatically checked to see if it contains invalid products. You can also run this check before you submit the request. If necessary, you will be shown why specific product requests are invalid.

To check your shopping cart for invalid products

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

  2. On the Shopping Cart page, perform one of the following actions:

    • Click (Actions) > Check shopping cart.

    • Click Submit.

      NOTE: If the check is successful, the request can be submitted.

    If invalid products are found, an appropriate message appears in the Check result column next to the invalid product.

  3. In the list, click Error next to the invalid product.

    In the details pane, the relevant message is displayed that gives you precise information about why you cannot request the product.

Related topics
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