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Identity Manager 9.2 - 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 Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestations Pending attestations Displaying attestation history Managing attestation inquiries directed at you
Compliance Managing risk index functions Responsibilities
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 task delegations Ownerships
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 and requesting other identity’s products

You can request products that other identities already own. The Web Portal offers you various options for this:

  • Request by reference user: You can display all the products of a specific identity and request them as well.

  • Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.

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Detailed information about this topic

Requesting products through reference users

You can request products that a particular identity already owns. This is called requesting by reference user.

Products you cannot request are marked with a red cross in the product view.

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, click the Products by Reference User tab.

  3. In the Select Reference User pane, select the identity whose products you also want to request.

    The Products and Organizational units tabs list requests, memberships, and entitlements of the selected identity.

  4. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  5. Click Go to cart.

  6. On the My Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

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Requesting products through peer groups

You can display and request products that other identities within your environment have already requested. As a manager, you can also see products from the peer group of your direct reports. This way, you have a quick method of requesting products that are important to you or your direct reports.

A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.

To request other identities' products

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, click the Recommended Products tab.

    The Products and Organizational units tabs list requests, memberships, and entitlements of the selected identity's peer group.

  3. (Optional) If you want to make a request for another identity or check which products have been requested by their peer group, proceeds as follows:

    1. Click the Recipient field.

    2. In the Select Recipients pane, click Clear selection and, in the list, select the check box next to the identity for which you want to request products.

      NOTE: The list may contain a maximum of one identity. To remove an identity from the list, clear the check box next to the respective identity.

    3. Click Apply.

  4. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  5. Click Go to cart.

  6. On the My Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

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Requesting using product bundles

You can use your own (private) product bundles or product bundles that are shared with all users (public) for making requests. Product bundles help simplify the request process. For example, a product bundle may contain all the products a new identity needs to get started. If you use a product bundle to make a request, you are not obliged to request all the products in the product bundle. You only have to select the products you want from it.

TIP: To find out how you can request the same products as another identity, see Requesting products through reference users.

To request products using a product bundle

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, click the Product Bundles tab.

  3. In the Product bundles section, click the product bundle whose products you want to request.

    TIP: To display more information about the product bundle, click (Info) next to the product bundle name.

  4. Perform one of the following tasks:

    • Request individual products from the product bundle: Select the check box next to the product you want to request.

    • Request all products from the product bundle: Click Select product bundle.

  5. Click Move to shopping cart.

  6. Click Go to cart.

  7. On the Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

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