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Identity Manager 8.2 - Web Portal User Guide

General tips and getting started Requests
Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Responsibilities Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Deleting delegations

You can delete delegations that you created. That is, responsibilities that you have delegated to others become your responsibility again.

NOTE: You can only delete delegations as long as they have the Assigned status. You can cancel delegations that have the Request or Approved status (see Canceling delegations).

To delete a delegation

  1. In the menu bar, click Requests > Request History.

  2. On the Request History page, click (Filter).

  3. In the filter context menu, select the My delegations check box.

  4. Next to the delegation you want to delete, click Details.

  5. In the View Request Details pane, click Unsubscribe product.

  6. In the Unsubscribe Product pane, perform the following actions:

    1. In the Unsubscribed as from field, specify the date on which to delete the delegation. If you leave this field empty, the delegation is deleted once you have clicked Saved.

    2. In the Reason for your decision field, enter a reason for your approval decision.

    3. In the Additional comments about your decision field, enter extra information.

    4. Click Save.

Ownerships

You can assign business objects to owners or assume ownership of them.

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Assigning product owners to system entitlements

You can assign a product owner to a system entitlements that do not have one or assume ownership of them yourself.

To assign a product owner to a system entitlement

  1. In the menu bar, click Responsibilities > Assign Ownership.

  2. On the Assign an Owner for a System Entitlement page, in the System entitlement menu, select the system entitlement that you want to assign a product owner to.

  3. Click Next.

  4. In the second step, perform one of the following actions:

    • To assume ownership yourself, click I want to take ownership of this system entitlement.

    • To specify another identity as the product owner, click Select another owner or Select from the suggested possible owners and select the identity in the Designated owner menu.

  5. Click Next.

    In the context of an attestation, the selected product owner can confirm that this assignment is correct (see Pending attestations).

Setting up and configuring request functions

In order to request products in the Web Portal, the Web Portal must be set up accordingly.

Application roles help you to define who can take over administrative tasks in the Web Portal.

Structure and workflow of requests

A shop is the top element in the hierarchical structure that is required for requesting products. A shop can contain several shelves. Products are assigned to these shelves and can then be requested.

Products can be grouped into service categories. Identities can select products from a service catalog in the Web Portal, add them to a cart, and submit a purchase request.

Requests follow a defined approval process that determines whether a product may be assigned or not. Authorized identities have the option to approve requests and cancellations. You determine which approval process to use by assigning approval policies to shops or shelves (see Editing shop details and Editing shelf details ).

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