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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

Appointing other approvers for pending requests

You can give another identity the task of approving a product request. To do this, you have the following options:

  • Reroute approval
    You give the task of approving to another approval level (see Rerouting approvals of pending requests).

  • Appoint additional approver
    You delegate the task of approving to another identity (see Appointing additional approvers to pending requests). The additional approver must make an approval decision in addition to the other approvers.
    The additional approver can reject the approval and return it to you (see Rejecting request approval).
    You can withdraw an additional approver. For example, if the other approver is not available.

  • Delegate approval
    You delegate the task of approving to another approval level (see Delegating approvals of pending requests to other identities). This identity is added as approver in the current approval step and makes approval decisions on your behalf.
    The new approver can reject the approval and return it to you (see Rejecting request approval).
    You can withdraw a delegation and delegate another identity. For example, if the other approver is not available.

  • Escalate approval

    You escalate the approval (see Escalating approvals of pending requests). The request is presented to another approval body. The request is then processed further in the normal approval workflow.

Rerouting approvals of pending requests

You can let another approval level of the approval workflow make the approval decision about a product. For example, if approval is required by a manager in a one-off case.

To reroute an approval

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, click the request with the approval that you want to reroute.

  3. In the View Request Details side panel, click Reroute approval.

  4. In the Reroute approval side panel, in the Select approval level drop-down, select the approval level you want to reroute to.

  5. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  6. Click Save.

To reroute multiple approvals

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Next to the requests with approvals you want to reroute, select the check box in the list.

  4. Click Actions > Reroute approval.

  5. In the Reroute Approval side panel, in the Select approval level drop-down, select the approval level to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

Appointing additional approvers to pending requests

You can give another identity the task of approving a product request. The additional approver must make an approval decision in addition to the other approvers.

To add an additional approver

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Click the request to which you want to add an additional approver.

  4. In the View Request Details side panel, click Add approver.

  5. In the Add Additional Approver side panel, in the Additional approver drop-down, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

To add an additional approver to multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Next to the requests to which you want to add an additional approver, select the check box

  4. Click Actions > Add approver.

  5. In the Add Additional Approver side panel, in the Additional approver drop-down, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

Related topics

Removing additional approvers of pending requests

If you have given the task of approving a product request to another identity, you can remove this additional approver as long as the product has the status Request. Once the additional approver has been removed, the original approvers are the only approvers for this request and you can add a new additional approver.

To withdraw a request's additional approver

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Click the request to which you added an additional approver.

  4. In the View Request Details side panel, click Withdraw additional approver.

  5. In the Withdraw Additional Approver side panel, in the Reason for your decision side panel, enter a reason for the withdrawal.

  6. Click Save.

To withdraw additional approver from multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Next to the requests to which you added an additional approver, select the check box.

  4. Click Actions > Withdraw additional approver.

  5. In the Withdraw Additional Approver side panel, in the Reason for your decision side panel, enter a reason for the withdrawal.

  6. Click Save.

Related topics
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