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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 team roles' history

To track changes, you can display the history of your team roles either on a timeline or in a table.

To display the history

  1. Open the home page.

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

  3. In the Edit Team Role side panel, click the History tab.

    This displays the timeline on the History tab.

  4. (Optional) To limit the events displayed on the timeline, use the From and To fields to specify a time period for displaying the history.

    TIP: To select a date from the calendar, click (calendar).

    NOTE: If the From field is empty, the time at which the team role was created is used. If the To field is empty, the current time is used.

  5. (Optional) To display the history in a table, click Show as table.

  6. (Optional) To reload the history, click Refresh.

Displaying the status overview of my team role

You can display all the changes affecting your team role. You can also display how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between.

To display the status overview

  1. Open the home page.

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

  3. In the Edit Team Role side panel, click the History tab.

  4. On the History tab, select Status overview from the drop-down.

Comparing statuses of my team roles

You can compare the current state of a team role with its state at another time.

To compare statuses

  1. Open the home page.

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

  3. In the Edit Team Role side panel, click the History tab.

  4. On the History tab, select Status comparison in the drop-down.

  5. In the date field, select the date and time from which you want to start the comparison.

Managing responsibilities of my reports

To obtain an overview of your reports' responsibilities and to ensure that no object is left without an active responsibility, you can display a summary of these responsibilities and take action if required. This ensures continuity of business processes and minimizes the risk of unattended tasks.

You can also receive support if an identity is leaving the organization soon. When an identity leaves the organization, it is important to take over its responsibilities and assign them to other identities.

Detailed information about this topic
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