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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

Managing requestable products in shops

You can decide which products can be requested from shops. Once products have been allocated to shelves in a shop (see Adding products to shelves) and labeled as requestable, they can be requested in the Web Portal by members of the shop.

Detailed information about this topic

Displaying requestable products

You can use shelves to display which products can be request from shops.

To display a shelf's requestable products

In the menu bar click Setup > Shops.
On the Shops page, click the shop in the list whose requestable products you want to display.
In the Edit Shop pane, click the Shelves tab.
On the Shelves tab, in the list, click the shelf with the requestable products you want to display.
In the Edit shelf pane, click the Products tab.

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

In the menu bar click Setup > Shops.
On the Shops page, in the list, click the shop that you want request the system entitlement from later.
In the Edit Shop pane, click the Shelves tab.
On the Shelves tab, in the list, click the shelf to add the system entitlement to.
In the Edit shelf pane, click the Products tab.
On the Products tab, click Add products.
In the Add Products dialog, select the type of product you want to add from the menu.
Select the check box in front of the product that you want to add to the shelf.
Click Apply.

Removing products from shelves

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

To remove a product from a shelf

In the menu bar click Setup > Shops.
On the Shops page, in the list, click the shop from whose shelf you want to remove the system entitlement.
In the Edit Shop pane, click the Shelves tab.
On the Shelves tab, in the list, click the shelf to remove the product from.
In the Edit shelf pane, click the Products tab.
On the Products tab, select the check box in front of the product that you want to remove from the shelf.
Click Remove.

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