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Identity Manager On Demand - Starling Edition Hosted - 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 products to shelves

You can add products to shelves. Once products have been allocated to the shelves of a shop, they can be requested in the Web Portal by members of the shop.

To add a product to a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop that you want request the product from later.

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

  4. On the Shelves tab, in the list, click the shelf you want to add the product to.

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

  6. On the Products tab, click Add products.

  7. In the Add Products dialog, select the type of product you want to add from the menu.

  8. Select the check box next to the product that you want to add to the shelf.

  9. Click Apply.

Removing products from shelves

You can remove products from shelves, after which they can no longer be requested from the shelves.

To remove a product from a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop from whose shelf you want to remove the product.

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

  4. On the Shelves tab, in the list, click the shelf to remove the product from.

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

  6. On the Products tab, select the check box next to the product that you want to remove from the shelf.

  7. Click Remove.

Deleting shops

You can delete shops.

NOTE: Before you can delete a shop, you must delete all shelves from the shop (see Deleting shop shelves) and remove all members from the shop (see Removing members from shops).

To delete a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop you want to delete.

  3. In the Edit Shop pane, click Delete Shop.

Managing service categories

Use the Web Portal to display and edit service categories.

Service categories are used to group products. For example, you can use service categories to group together products by topic.

You can assign the product's service items to these service categories (see Editing system entitlement service items).

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