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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

Displaying my assignment resource overviews as hyperviews

You can display all the relevant information about assignment resources that you are responsible for in the summarized form of an overview. The information is represented by shapes in a hyperview.

To display an assignment resource's overview

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose overview you want to display.

  4. In the Edit Assignment Resource side panel, click the Hyperview tab.

Related topics

Managing my team role

A team role helps you to maintain the entitlements required for your team in a simple manner. Assign the entitlements to the team role that you want to assign to your entire team. In turn, these will assign all the identities that you are responsible for after it is created.

Detailed information about this topic

Creating team roles

To easily maintain the entitlements required for your team, you can create a team role for the identities for which you are responsible. The Web Portal supports you during the creation process and recommends entitlements. Once created, the team role is automatically assigned to all the identities that report directly to you.

NOTE: A team role is a business role subtype.

To create your team role

  1. Open the home page.

  2. In the Team role tile, click Create team role.

  3. (Optional) In the Create team role side panel, select the check boxes next to the entitlements that you want to assign to the team role and therefore to your direct reports.

  4. Click Create team role.

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

  6. On the Shopping Cart page, click Submit.

    After the request has been granted approval, the entitlement is added to the team role.

Displaying and editing my team role main data

You can display and edit your team role main data.

NOTE: A team role is a business role subtype.

To display and edit the main data of your team role

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, edit the main data.

    ClosedYou can edit the following main data.

  4. Click Save.

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