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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

Delegating approvals of pending attestation cases to other identities

You can delegate an approval decision about an attestation case to another identity. You can revoke this action in the attestation history (see Withdrawing delegations from pending attestation case approvals).

To delegate 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 whose approval decision you want to delegate to another identity.

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

  5. In the Delegate approval side panel, in the Delegate to drop-down, select the identity to which you want to delegate the approval.

  6. In the Reason for your decision field, enter a reason for the delegation.

  7. Click Save.

To delegate approval of 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 case whose approval decision you want to delegate to another identity, select the check box.

  4. Click Actions > Delegate approval.

  5. In the Delegate approval side panel, in the Delegate to drop-down, select the identity to which you want to delegate the approval.

  6. In the Reason for your decision field, enter a reason for the delegation.

  7. Click Save.

Related topics

Withdrawing delegations from pending attestation case approvals

If an attestation's approval has been delegated to another identity, you can withdraw the delegation.

To withdraw an approval delegation

  1. In the menu bar, click Attestation > Attestation history.

  2. On the Attestation History page, click the attestation case whose approval delegation you want to withdraw.

  3. In the View Attestation Case Details side panel, click Withdraw delegation.

  4. In the Withdraw Delegation side panel, in the Reason for your decision field, enter why you are withdrawing the approval delegation.

  5. Click Save.

To withdraw multiple delegations from approvals

  1. In the menu bar, click Attestation > Attestation history.

  2. Next to the attestation case with the approval delegation you want to withdraw, select the check box.

  3. Click Actions > Withdraw delegation.

  4. In the Withdraw Delegation side panel, in the Reason for your decision field, enter why you are withdrawing the approval delegations.

  5. Click Save.

Related topics

Escalating approvals of pending attestation cases

You can escalate approval of an attestation case. The attestation case is then presented to another approval body. The attestation case can subsequently be processed again in the normal approval workflow.

To escalate an approval of an attestation case

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

  2. On the Pending Attestations page, click the attestation case whose approval you want to escalate.

  3. In the View Attestation Case Details side panel, click Escalate approval.

  4. In the Escalate Approval side panel, in the Reason for your decision field, enter a reason for the escalation.

  5. Click Save.

To escalate an approval over multiple attestation cases

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

  2. On the Pending Attestations page, select the check boxes next to the attestation cases whose approvals you want to escalate.

  3. Click Actions > Escalate approval.

  4. In the Escalate Approval side panel, in the Reason for your decision field, enter a reason for the escalation.

  5. Click Save.

Rejecting approval of attestation cases

If you have been added to an attestation case as an additional approver the approval of the attestation case was passed to you, you can reject the approval and return the attestation case to the original approver.

To reject 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 that do not want to make an approval decision about.

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

  5. In the Reject Approval side panel, in the Reason for your decision side panel, enter a reason for the rejecting.

  6. Click Save.

To reject approval of 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 that you do not want to make an approval decision about, select the check box.

  4. Click Actions > Reject approval.

  5. In the Reject Approval side panel, in the Reason for your decision side panel, enter a reason for the rejecting.

  6. Click Save.

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