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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing 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 my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles 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 Statistics Appendix: Attestation conditions and approval policies from attestation procedures

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 Edit Product side panel, in the Priority drop-down, 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 Edit product side panel, in the Reason field, explain why you are requesting the 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 View Validation Results side panel, the relevant message is displayed that gives you precise information about why you cannot request the product.

Related topics

Requesting products in the shopping cart for multiple identities

After you have added products to your shopping cart (see Adding products to the shopping cart), you can request the products in your shopping cart for other identities as well.

To request a product in the shopping cart for multiple identities

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

  2. On the Shopping Cart page, click Edit next to the product that you want to request for other identities.

  3. In the Edit Product side panel, click Actions > Request for multiple identities.

  4. In the Request for Multiple Identities side panel, select the check boxes next to the identities you want to request the product for.

  5. Click Apply.

  6. Close the details pane.

    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
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