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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

Appointing other approvers for pending attestation cases

You can give an another identity the task of approving an attestation case. To do this, you have the following options:

Rerouting approvals of pending attestation cases

You can let another approval level of the approval workflow make the approval decision about an attestation case. For example, if approval is required by a manager in a one-off case.

To reroute an approval

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Click the attestation case with the approval you want to reroute.

  4. In the View Attestation Case Details side panel, click Reroute approval.

  5. In the Reroute approval side panel, in the Select approval level drop-down, select the approval level you want to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

To reroute multiple approvals

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Next to the attestation case with approvals you want to reroute, select the check box in the list.

  4. Click Actions > Reroute approval.

  5. In the Reroute Approval side panel, in the Select approval level drop-down, select the approval level to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

Appointing additional approvers to pending attestation cases

You can give another identity the task of approving an attestation case. The additional approver must make an approval decision in addition to the other approvers.

To add an additional approver

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Click the attestation case to which you want to add an additional attestor.

  4. In the View Attestation Case Details side panel, click Add Attestor.

  5. In the Add Additional Attestor side panel, in the Additional approver drop-down, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

To add an additional approver to multiple attestation cases

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Next to the attestation cases to which you want to add an additional attestor, select the check box.

  4. Click Actions > Add attestor.

  5. In the Add Additional Attestor side panel, in the Additional approver drop-down, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

Related topics

Removing additional approvers from pending attestation cases

If you have given the task of approving an attestation case to another identity, you can remove this additional approver as long as the attestation case has pending status. Once the additional approver has been removed, the original approvers are the only approvers for this attestation case and you can add a new additional approver.

To withdraw an attestation case's additional approver

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Click the attestation case to which you added an additional approver.

  4. In the View Attestation Case Details side panel, click Withdraw additional attestor.

  5. In the Withdraw Additional Attestor side panel, in the Reason for your decision side panel, enter a reason for the withdrawal.

  6. Click Save.

To withdraw an additional approver from multiple attestation cases

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Next to the attestation cases to which you added an additional approver, select the check box.

  4. Click Actions > Withdraw additional attestor.

  5. In the Withdraw Additional Attestor side panel, in the Reason for your decision side panel, enter a reason for the withdrawal.

  6. Click Save.

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