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Identity Manager 8.2 - Web Portal User Guide

Table of Contents

General tips and getting started

Logging in and out

Logging in Logging in to the Password Reset Portal Logging off

Navigation and use

Simple navigation Search

Context searching

Displaying the address book Managing password questions

Creating password questions Editing password questions Deleting password questions

Changing passwords Switching languages Enabling/disabling email notifications Report subscriptions management

Subscribing to reports Editing report subscriptions Sending reports from report subscriptions Unsubscribing reports

The user interface layout

Home Header Menu bar

Requesting products

Adding products to the shopping cart Managing products in the shopping cart

Displaying the shopping cart Removing products from the shopping cart Setting the validity period of products in your shopping cart Specifying the priority of products in your shopping cart Giving reasons for requests Checking the shopping cart Requesting products in the shopping cart for multiple identities Deleting shopping carts

Submitting requests Displaying and requesting other identity’s products

Requesting products through reference users Requesting products through peer groups

Requesting for other identities or subidentities Requests for Active Directory groups

Requesting new Active Directory groups Requesting changes to Active Directory groups Requesting deletion of Active Directory groups

Saved for Later list

Saving products for later Displaying Saved for Later list Requesting products on the Saved for Later list Removing products from the Saved for Later list Deleting the Saved for Later list

Pending requests

Displaying pending requests Approving and denying requests

Approving pending requests from newly created Active Directory groups

Appointing other approvers for pending requests

Rerouting approvals of pending requests Appointing additional approvers to pending requests

Removing additional approvers of pending requests

Delegating approvals of pending requests to other identities

Withdrawing delegations from pending requests

Rejecting request approval

Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals

Sending attestation reminders

Sending reminders about attestation runs

Pending attestations

Displaying pending attestation cases Granting or denying attestation cases Appointing other approvers for pending attestation cases

Rerouting approvals of pending attestation cases Appointing additional approvers to pending attestation cases

Removing additional approvers from pending attestation cases

Delegating approvals of pending attestation cases to other identities

Withdrawing delegations from pending attestation case approvals

Rejecting approval of attestation cases

Displaying attestation history Attestation – Administration

Attestation policies

Displaying attestation policies

Displaying attestation policies details

Displaying attestation policy reports Setting up attestation policies Editing attestation policies Copying attestation policies Deleting attestation policies

Starting attestation Attestation runs

Displaying attestation policy runs Displaying attestation cases of application runs Displaying attestation run reports Extending attestation runs

Attestation by peer group analysis

Responsibilities

My responsibilities

Displaying my identities Deactivating my identities

Reactivating my identities

My identities' attestations

Displaying my identities' attestation cases Approving and denying attestation cases of my identities

Delegating tasks

Displaying delegations Creating delegations Canceling delegations Deleting delegations

Assigning product owners to system entitlements

Setting up and configuring request functions

Displaying shops Creating shops Editing shops

Editing shop details

Deleting shops Managing shop shelves

Displaying shop shelves Creating shelves for shops Editing shop shelves

Editing shelf details

Deleting shelves from shops

Managing access to requestable system entitlements in shops

Displaying shop members Adding members to shops Removing members from shops

Managing requestable products in shops

Displaying requestable products Adding products to shelves Removing products from shelves

Appendix: Attestation conditions and approval policies from attestation procedures

Attesting primary departments Attesting primary business roles Attesting primary cost centers Attesting primary locations Attesting secondary departments Attesting secondary cost centers Attesting secondary locations Attesting PAM asset groups Attesting PAM asset accounts Attesting PAM assets Attesting PAM user groups Attesting PAM user accounts Attesting PAM account groups Attesting PAM directory accounts Attesting PAM accesses Attesting departments Application role attestation Business role attestation Attesting system roles Attesting locations Attesting system roles Attesting memberships in system entitlements Attesting memberships in application roles Attestation of memberships in business roles Attesting assignment of memberships in system roles Attesting device owners Attesting system entitlement owners Attesting system entitlement owners (initial) Attesting user accounts Attesting system entitlements Attesting assignment of system entitlement to departments Attesting assignment of system entitlement to business roles Attestation of system entitlement assignments to cost centers Attestation of system entitlement assignments to locations Attesting assignment of system role assignment to departments Attesting assignment of system roles to business roles Cost center system role assignment attestation Attesting assignment of system entitlements to locations Attesting assignments to system roles

Deleting password questions

You can delete existing password questions.

To delete a password question

In the header, click (Profile) > Profile.
On the Profile Settings page click the Password Questions tab.
On the Password Questions tab, click the password question you want to delete.
Click Delete.
In the Delete password question dialog, confirm the prompt with Yes.

Changing passwords

You can use the Password Reset Portal to change your central password or change multiple passwords for various user accounts.

You can change your password(s) in a few steps:

Log in to the Password Reset Portal.
Change the relevant password(s).

Step 1: Log in to the Password Reset Portal

Log in to the Password Reset Portal using a passcode, by answering your password questions, or with your current password (see Logging in to the Password Reset Portal).

Step 2: Change password

After you have logged in on the Password Reset Portal (see Step 1: Log in to the Password Reset Portal), you can change your central password or the passwords of user accounts to which you have access.

To assign a new password for your personal user account or another user account

On the home page, in the Passwords tile, click Manage passwords.
On the Manage My Passwords page, click Set new password next to the user account you want to give a new password to.
In the Set New Password pane, in the New password field, enter the password you wish to use.
In the Repeat the password field, enter the password again.
Click Save.

To change the central password

On the home page, in the Passwords tile, click Manage passwords.
On the Manage My Passwords page, next to Central password, click Set new password.
In the Set New Password pane, in the New password field, enter the password you wish to use.
In the Repeat the password field, enter the password again.
Click Save.

The central password is reset.

Related topics

Managing password questions

Switching languages

In the Web Portal, you can specify which language you want to use for the Web Portal.

NOTE: If you have not explicitly assigned a language in the Web Portal, the language used by your browser will be adopted.

To change the language of the Web Portal

In the header, click (Profile) > My profile.
On the Profile Settings page, click Main Data.
In the Language menu, select the language that you want to use for the Web Portal.
In the Language for value formatting menu, select the language you want to use for date and number formats.

For example, German dates are displayed in the format DD.MM.JJJJ (24.12.2020) and in English US format MM/DD/JJJJ (12/24/2020).
Click Save.

Enabling/disabling email notifications

You can define which events you would like to be notified about by email.

To enable/disable email notifications

In the header, click (Profile) > My profile.
On the Profile Settings page, click the Email Notifications tab.
Perform one of the following tasks:
- To enable notifications, select the check box next to the event that you want to notified about.
- To disable notifications, deselect the box next to the event that you do not want to notified about any longer.
Click Save.

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