Identity Manager 9.2.1 - Web Designer Web Portal User Guide

To open the Add a New Identity page go to Responsibilities > My Responsibilities > Identities > Add a new identity.

On the Add a New Identity page, you can create a new identity for which you are responsible. Do this by entering the new identity's main data (see Adding your own identities).

Enter the following main data.

Table 278: Identities main data
Property	Description
Personal data
Last name	Enter the identity's last name.
First name	Enter the identity's first name.
Middle name	Enter the identity's middle name.
Date of birth	Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.
Personnel number	Enter the identity's personnel number.
Gender	In the menu, select the identity's gender.
Central user account	Enter the name of the identity's central user account.
Default email address	Enter the identity's default email address.
Organizational information
Primary cost center	Click /Change and select the identity's primary cost center.
Primary department	Click /Change and select the identity's primary department.
External	Select the check box if this is an external identity.
Identity type	Select the identity type of the identity: Primary identity: Default identity for an identity. The identity has a default user account. Organizational identity: Virtual identity (sub identity) for mapping different roles of an identity within the organization. The sub identity is associated with a user account of the Organizational identity type. In addition, specify a main identity. Personal administrator identity: Virtual identity (sub identity) associated with a user account of type Personal administrator identity type. In addition, specify a main identity. Sponsored identity: Pseudo identity associated with a user account of type Sponsored identity. Also assign a manager to the identity. Shared identity: Pseudo identity associated with an administrative user account of type Shared identity. Also assign a manager to the identity. Service identity: Pseudo identity associated with a user account of type Service identity. Also assign a manager to the identity. Machine identity: Pseudo identity for mapping machine identities. For more information about mapping multiple identities of one identity, see the One Identity Manager Identity Management Base Module Administration Guide.
Main identity	If the identity type is Organizational identity or Personalized administrator identity, select a main identity.
Employee type	In the menu, select what type of identity this is. For example, an identity of this company or a trainee.
Entry date	Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.
Leaving date	Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.
Manager	Shows you the identity's manager. TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).

Primary location	Click /Change and select the identity's primary location.
Building	Enter the building where the identity works.
Floor	Enter which floor the identity works on.
Room	Enter the room the identity works in.
Street	Enter the street or road where the identity works.
Zip code	Enter the zip code of the identity's work location.
City	Enter the city where the identity works.

Identity overview page (page description)

To open an identity's overview page go to Responsibilities > My Responsibilities > Identities and click an identity.

On the identity's overview page, you can perform various actions on the identity you selected beforehand.

To do this, click on one of the tiles:

Table 279: Tiles
Tile	Description
Overview	Opens the Overview - Identity page (see Overview – Identity (page description)). Here you can see all the relevant information about departments summarized in an overview. (see Displaying my identities' overviews). For more information, click on the links inside one of the shapes.
Main data	Opens the Main data – Identity page (see Main data – Identity (page description)). Here you can see and edit the identity's main data (see Displaying and editing my identities' main data).
Permissions	Opens the Entitlements – Identity page (see Entitlements – Identity (page description)). You select the following actions: Display entitlements assigned to the identity (see Displaying my identities' entitlements) Remove the identity's entitlements (see Deleting my identities' entitlements)
My Requests	Opens the Requests – Identity page (see Requests - Identity ((page description))). Here you can see all the products that this identity has requested or were requested for them (see Displaying my identity requests).
Delegations	Opens the Delegations – Identity page (see Delegations – Identity (page description)). You select the following actions: Display all delegations that the identity is involved in (see Deleting my identities' delegations) Delegate the identity's role memberships and responsibilities to other identities (see Adding delegations for my identities) Cancel delegations (see Canceling my identities' delegations) Delete delegations (see Deleting my identities' delegations)
Attestation	Opens the Attestation – Identity page (see Attestations – Identity (page description)). You select the following actions: Display all attestation cases linked to this identity (see Displaying attestation cases of my identities) Display details of the objects being attested (see Displaying attestation cases of my identities) Make approval decisions about pending attestation cases (see Approving and denying my identities' attestation cases) Display attestors of pending attestation cases (see Displaying attestors of my identities' pending attestation cases) Send reminders to approvers (see Sending reminders about my identities' pending attestation cases)
Risk	Opens the Risk – Identity page (see Risk – Identity (page description)). Here you can see the identity's risk index (see Displaying my identities' risk indexes). For more information about risk assessment, see the Risk assessment.
History	Opens the History – Identity page (see History – Identity (page description)). Here you can see all the changes made to the identity (see My identities' history).
Passcode	Here you can create a passcode for the identity if it has forgotten its Web Portal login password and cannot reset it using the question-and-answer function (see Creating passcodes for my identities).

Overview – Identity (page description)

Main data – Identity (page description)

To open the Main data – Identity page go to Responsibilities > My Responsibilities > Identity > select identity > Main data.

On the Main data – Identity page, you can:

Display the identity's main data (see Displaying and editing my identities' main data)
Edit the identity's main data (see Displaying and editing my identities' main data)
Transfer the identity to another manager (see Assigning other managers to my identities)
Create a report about the identity's data (see Creating reports about my identities)

The following tables give you an overview of the different functions and content on the Main data – Identity page.

Table 280: Controls
Control	Description
Assign to new manager	Opens the Assign to New Manager page (see An neuen Manager übergeben ). Use this button to transfer the identity's responsibilities from themself to another manager (see Assigning other managers to my identities).
Generate report	Use this button to generate a report about the identity's data (see Creating reports about my identities).
Save	Use this button to save the changes to the main data.

You can change the following main data.

Table 281: Identities main data
Property	Description
Personal data
Last name	Enter the identity's last name.
First name	Enter the identity's first name.
Middle name	Enter the identity's middle name.
Date of birth	Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.
Personnel number	Enter the identity's personnel number.
Gender	In the menu, select the identity's gender.
Central user account	Enter the name of the identity's central user account.
Default email address	Enter the identity's default email address.
Organizational information
Primary cost center	Click Assign/Change and select the identity's primary cost center.
Primary department	Click Assign/Change and select the identity's primary department.
External	Select the check box if this is an external identity.
Identity type	Select the identity type of the identity: Primary identity: Default identity for an identity. The identity has a default user account. Organizational identity: Virtual identity (sub identity) for mapping different roles of an identity within the organization. The sub identity is associated with a user account of the Organizational identity type. In addition, specify a main identity. Personal administrator identity: Virtual identity (sub identity) associated with a user account of type Personal administrator identity type. In addition, specify a main identity. Sponsored identity: Pseudo identity associated with a user account of type Sponsored identity. Also assign a manager to the identity. Shared identity: Pseudo identity associated with an administrative user account of type Shared identity. Also assign a manager to the identity. Service identity: Pseudo identity associated with a user account of type Service identity. Also assign a manager to the identity. Machine identity: Pseudo identity for mapping machine identities. For more information about mapping multiple identities of one identity, see the One Identity Manager Identity Management Base Module Administration Guide.
Main identity	If the identity type is Organizational identity or Personalized administrator identity, select a main identity.
Employee type	In the menu, select what type of identity this is. For example, an identity of this company or a trainee.
Entry date	Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.
Leaving date	Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.
Manager	Shows you the identity's manager. TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).
Temporarily disable until	Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity.
Locational information
Primary location	Click Assign/Change and select the identity's primary location.
Building	Enter the building where the identity works.
Floor	Enter which floor the identity works on.
Room	Enter the room the identity works in.
Street	Enter the street or road where the identity works.
Zip code	Enter the zip code of the identity's work location.
City	Enter the city where the identity works.

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Identity Manager 9.2.1 - Web Designer Web Portal User Guide

Adding a new identity (page description)

Identity overview page (page description)

Overview – Identity (page description)

Main data – Identity (page description)