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Identity Manager 8.1.5 - Web Portal User Guide

Getting started Security keys (WebAuthn) Requests Attestation Compliance Responsibilities
My responsibilities
Employees System entitlements Business roles System roles Departments Cost centers Locations Application roles Resources Assignment resources Multi-request resources Multi-requestable/unsubscribable resources Software Devices Adding tags for service items
Task delegation Ownerships Auditing Governance administration
Applications Calls Settings Discovering your statistics on the start page

Unsubscribing requests

You cannot only cancel (or withdraw) requests, you can also unsubscribe them. The difference being that you can only cancel a request within the request process.

Use the Edit Requests menu to unsubscribe. These requests must have the status "assigned". Requests with the status "Assigned" are also listed in the request history but cannot be unsubscribed there.

You can unsubscribe products for other employees if you are responsible for them.

To unsubscribe products

  1. Open Edit requests.

    All requests that have been assigned to you are listed in the Renew or Unsubscribe view.

  2. Select the desired request and click Unsubscribe.

    NOTE: Request that cannot be selected here, can only be canceled.

  3. Enter an optional data and reason for unsubscribing in the Unsubscribe dialog and click Save.

    NOTE: Use the Show request action to display additional products associated with this request.

Canceling requests

Requests that are not assigned can be canceled but not unsubscribed. You can also cancel requests in the request history.

To cancel a request

  1. Select Request | My Requests and click Edit Requests.
  2. Mark the request you want cancel in Renew or Unsubscribe.
  3. Click Withdraw request in the master detail.

    This opens Withdraw request.

  4. Enter a reason for canceling in the Withdraw request dialog and confirm with OK.

    The request remains in the request history.

Renewing requests

Some requests are only valid for a limited period. You can renew limited requests at any time, provided you have the required permissions to do it.

NOTE: You must configure the settings in the Web Designer in order to send cancellations and renewals in the same way as requests in the cart.

NOTE: You are notified 14 days before your limited period request expires. You can renew the request after receiving this message. The requests are automatically canceled once they have expired.

To renew a request

  1. Open Edit requests.

    Requests that are not in your shopping cart are displayed in Renew or Unsubscribe.

    All requests are displayed with and without time limits. Sort the requests by validity to list the limited requests sequentially.

  2. Renew a request in the name of another employee.

    For more information, see Request for other employees.

  3. Enable the request you want to renew and click Renew.

  4. Edit the renewal date in the dialog and save the changes.

Maintaining templates

This menu shows all templates you have created yourself and system-wide templates (created and published by others). By default, products in a template are hidden. You can expand the template you want and view the products and edit them. For more information, see Requesting from templates.

Table 25: Templates – status

Status

Meaning

This template has not been approved yet. A decision about publishing it still pending.

The template is marked for public use but was not published yet.

The template was published.

To open the "Maintain Templates" menu

  • Open the menu Request | My Requests and click Maintain Templates.
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