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Identity Manager 9.1.3 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products 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
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Resubmitting requests

You can repeat requests that are already in the request history. You can repeat the following types of request:

  • Requests for products that are not (no longer) assigned to you

  • Canceled requests

  • Multi-request resource requests

To resubmit a request

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

  2. On the My requests page, click Request History.

  3. On the Request History page, in the list, click on the product you want to request again.

  4. In the details pane, click Submit again.

  5. (Optional) In the Submit request again dialog, enter a reason for repeating the request.

  6. Click OK.

    This adds the product to your shopping cart.

  7. On the My Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

Related topics

Canceling requests

You can cancel requests for individual products that are not (yet) assigned and have not yet been through a complete request workflow.

You can cancel your own requests or those of other identities that report to you.

TIP: For more information about how you cancel pending requests as a product approver, see Canceling pending requests.

To cancel a request

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

  2. On the My requests page, click Edit Requests.

  3. (Optional) To cancel a request belonging to another identity, on the Renew or Unsubscribe page, perform the following actions.

    1. Next to Requests for, click Change.

    2. In the Employee dialog, click the identity with the request you want to cancel.

  4. In the list, click the product with the request you want to cancel.

  5. In the details pane, click Cancel request.

  6. In the Cancel request dialog, enter a reason for the cancellation.

  7. Click OK.

    This cancels the request.

Related topics

Renewing products with limit validity periods

Some products are only valid for a limited period. You can renew products with a limited validity period that have already been assigned.

You can renew products for yourself or for other identities that you manage.

NOTE: You are notified 14 days before your limited period products expire. You can renew the product after receiving this message. The products are automatically unsubscribed once they have expired.

To renew a product's validity period

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

  2. On the My requests page, click Edit Requests.

    This opens the Renew or Unsubscribe page (see Renewing or unsubscribing (page description)) and displays all the products with and without limited validity periods.

    TIP: To list the limited requests sequentially, click the Valid until column header.

  3. (Optional) If you want to renew a product of another identity, perform the following actions:

    1. Next to Requests for, click Change.

    2. In the Employee dialog, click the identity with the product you want to renew.

  4. Select the check box next to the product you want to renew.

  5. Click Renew.

  6. In the Renew dialog, perform one of the following actions:

    • Leave the Valid until field empty to the give the product unlimited availability.
    • To set the validity period, enter a date in the Valid until field.

  7. (Optional) In the Reason field, enter a reason for changing the validity period.

  8. Click Save.

    This triggers a new request with the changed validity period. After the request has been approved, the product's validity is changed with respect to your input.

Related topics

Unsubscribing products

You can unsubscribe from products that are already assigned if they are not longer required. Products that can be unsubscribed have the Assigned status.

You can unsubscribe your own products or those belonging to other identities that you manage.

To unsubscribe a product

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

  2. On the My requests page, click Edit Requests.

    This opens the Renew or Unsubscribe page (see Renewing or unsubscribing (page description)) and displays all the products that can be renewed or unsubscribed.

  3. (Optional) If you want to unsubscribe a product of another identity, perform the following actions:

    1. Next to Requests for, click Change.

    2. In the Employee dialog, click the identity with the product you want to unsubscribe.

  4. On the Renew or Unsubscribed page, click the product in the list that you want to unsubscribe.

  5. Click Unsubscribe.

  6. (Optional) In the Unsubscribe dialog, in the Unsubscribed as from field, enter the date for unsubscribing the product. If you leave this field empty, the product is unsubscribed once you have clicked Saved.

  7. (Optional) In the Reason field, enter a reason for unsubscribing.

  8. Click Save.

Related topics
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