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Identity Manager 9.2.1 - 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

Displaying shops

You can display any of the shops and their details.

To display shops

  1. In the menu bar click Setup > Shops.

    This opens the Shops page.

  2. (Optional) To display details of a shop, in the list, click on the shop.

  3. (Optional) You can perform the following actions:

Creating shops

To set up your own shop solution, you can create shops. You can then customize these shops as you wish (see Editing shops).

To create a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, click Create Shop.

  3. In the Create Shop pane, enter the main data for the new shop.

    ClosedYou can edit the following main data.

  4. Click Create.

  5. (Optional) Create shelves for the shop (see Creating shelves for shops). In the shelves, you can specify which products can be requested from the shop (see Adding products to shelves).

  6. (Optional) To specify who can request products from the shop, add members to the shop (see Adding members to shops).

Editing shops

When you edit existing shops, you can perform the following actions:

Editing shop details

You can edit details of existing shops.

To edit details of a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose details you want to edit.

  3. In the Edit Shop pane, you can edit the main data of the shop.

    ClosedYou can edit the following main data.

  4. Click Save.

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