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Identity Manager 9.2.1 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships 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 data
Managing departments 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 Appendix: Attestation conditions and approval policies from attestation procedures

Adding members to shops

You can add members to shops. These identities can then request products from the respective shop.

To add a member to a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the Shop you want to add a member to.

  3. In the Edit Shop pane, click the Access tab.

  4. On the Access tab, click Add members.

  5. In the Add Members pane, select the check box next to the identity you want to add as a member to the shop.

  6. Click Add members.

To add excluded members back into a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the Shop you want to add a member to.

  3. In the Edit Shop pane, click the Access tab.

  4. On the Access tab, click Excluded members.

  5. Select the check box next to the identity that you want to add to the shop as a member.

  6. Click Remove exclusion.

Removing members from shops

You can remove members from shops. These identities can then no longer request products from the shop.

NOTE: You can exclude members who have been added to the shop through a dynamic role. You can add these excluded members back to the shop later (see Adding members to shops). For more information about dynamic roles, see the One Identity Manager Identity Management Base Module Administration Guide.

To remove a member from a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, click the shop in the list from which you want to remove a member.

  3. In the Edit Shop pane, click the Access tab.

  4. On the Access tab, select the check box next to the identity in the list that you want to remove as a member.

  5. Click Remove.

  6. If the member was assigned to the shop through a dynamic role, perform the following actions:

    1. In the Exclude members pane, specify why you want to exclude the member.

    2. Click Exclude members.

Managing requestable products in shops

You can decide which products can be requested from shops. Once products have been allocated to shelves in a shop (see Making system entitlements requestable) and labeled as requestable , they can be requested in the Web Portal by members of the shop.

Detailed information about this topic

Displaying requestable products

You can display which products can be request from shops shelves.

To display a shelf's requestable products

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose requestable products you want to display.

  3. In the Edit Shop pane, click the Shelves tab.

  4. On the Shelves tab, in the list, click the shelf with the requestable products you want to display.

  5. In the Edit shelf pane, click the Products tab.

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