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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

Requesting deletion of Active Directory groups

To delete Active Directory groups you must request the Delete Active Directory group product.

To delete an Active Directory group

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, in the Service Categories pane, click the Active Directory groups service category.

  3. Select the check box next to Delete Active Directory group.

  4. Click Add to cart.

  5. In the Request Details side panel, in the Active Directory group to delete drop-down, select the Active Directory group that you want to delete.

  6. Click Apply.

  7. Click Add to cart.

    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.

  8. Click Go to cart.

  9. On the Shopping Cart page, click Submit.

Requesting new SharePoint groups

To create a new SharePoint group, you must request the New SharePoint Group product.

To request a new SharePoint group

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, in the Service Categories pane, click the SharePoint groups service category.

  3. Select the check box next to New SharePoint group.

  4. Click Add to cart.

  5. In the Request Details side panel, perform one of the following actions:

    • As a requester without responsibility for the target system, enter a name for the new group in the Suggested name field.

    • As the target system manager, provide additional details about the new group:

      • Site collection: Select a site collection where the group will be applied. A site collection groups sites together. User account and their access permissions are managed on the sites.

      • Display name: Enter a name for the new group.

      • Description: Enter a description for the SharePoint group.

  6. Click Apply.

  7. Click Add to cart.

    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.

  8. Click Go to cart.

  9. On the Shopping Cart page, click Submit.

Related topics

Requesting Microsoft Entra ID role assignments

To assign a Microsoft Entra ID scoped role assignment to a user account, group, or service principal, you must request the Microsoft Entra ID role assignment product.

To request a Microsoft Entra ID role assignment

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, in the Service Categories pane, click the Microsoft Entra ID roles service category.

  3. Next to Microsoft Entra ID role assignment, select the check box.

  4. Click Add to cart.

  5. In the Request Details side panel, in the Microsoft Entra ID tenant drop-down, select the Microsoft Entra ID tenant in which the assignment will take effect.

  6. In the Type of principal drop-down, select whether the assignment is for a user account, groups, or a service principal.

  7. In the Principal drop-down, select the appropriate user account, group, or service principal according to your selection.

  8. In the Microsoft Entra ID role drop-down, select the Microsoft Entra ID role to assign.

  9. Perform one of the following actions:

    • If you do not want to limit the validity period of the assignment, in the Expiration type drop-down, select the value Permanent.

    • To limit the validity period of the assignment, in the Expiration type drop-down, select the value Time period. Specify the validity period using the Start date and End date fields.

  10. Click Apply.

  11. Click Add to cart.

    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.

  12. Click Go to cart.

  13. On the Shopping Cart page, click Submit.

Requesting Microsoft Entra ID role eligibilities

To assign a Microsoft Entra ID scoped role eligibility to a user account, group, or service principal, you must request the Microsoft Entra ID role eligibility product.

To request a Microsoft Entra ID role eligibility

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, in the Service Categories pane, click the Microsoft Entra ID roles service category.

  3. Next to Microsoft Entra ID role eligibility, select the check box.

  4. Click Add to cart.

  5. In the Request Details side panel, in the Microsoft Entra ID tenant drop-down, select the Microsoft Entra ID tenant in which the assignment will take effect.

  6. In the Type of principal drop-down, select whether the assignment is for a user account, groups, or a service principal.

  7. In the Principal drop-down, select the appropriate user account, group, or service principal according to your selection.

  8. In the Microsoft Entra ID role drop-down, select the Microsoft Entra ID role to assign as role eligibility.

  9. Perform one of the following actions:

    • If you do not want to limit the validity period of the assignment, in the Expiration type drop-down, select the value Permanent.

    • To limit the validity period of the assignment, in the Expiration type drop-down, select the value Time period. Specify the validity period using the Start date and End date fields.

  10. Click Apply.

  11. Click Add to cart.

    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.

  12. Click Go to cart.

  13. On the Shopping Cart page, click Submit.

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