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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

Displaying business role overviews as hyperviews

You can display all relevant information about business roles summarized in an overview. This information is represented by shapes in a hyperview.

To display a business role's overview

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Business roles.

  3. On the Business Roles page, click the business role whose overview you want to display.

  4. In the Edit Business Role side panel, click the Hyperview tab.

Related topics

Managing business role memberships

As soon as a business role is assigned to an identity, the identity becomes a member in the business role.

Detailed information about this topic

Displaying business role memberships

You can display which identities are assigned to certain business roles.

To display memberships

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Business roles.

  3. On the Business Roles page, click the business role whose memberships you want to display.

  4. In the Edit Business Role side panel, click the Memberships tab.

  5. (Optional) To display all primary memberships, click Primary memberships.

  6. (Optional) To view all secondary memberships, click Secondary memberships.

  7. (Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

Analyzing assignments to business roles

You can display how a business role assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Business roles.

  3. On the Business Roles page, click the business role whose memberships you want to display.

  4. In the Edit Business Role side panel, click the Memberships tab.

  5. On the Memberships tab, click Secondary memberships.

  6. Click the membership to display its assignment analysis.

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