Chat now with support
Chat with Support

Identity Manager 8.2 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Requesting products Saved for Later list Request templates Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Attestation – Administration Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products My departments My application roles My devices My business roles My identities My cost centers My multi-request resources My multi requestable/unsubscribable resources My resources My software applications My locations My system entitlements My system roles My assignment resources
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

My shopping cart (page description)

To open the My shopping cart page go to Request > My requests > Shopping cart (see Displaying the shopping cart).

When you select products for a request, first they are added to the shopping cart and displayed on the My Shopping Cart page. Once you have placed all the products in the shopping cart, you can send the requests. If you want request products at a later date, you can move them from here to the Saved for later list (see Saving products for later).

To find out how to manage products in the shopping cart, see Managing products in the shopping cart.

NOTE: In certain circumstances, you may cause a compliance violation when you grant approval to a request, which allocates a specific entitlement to a business role. For example, this might occur if an identity obtains an unauthorized entitlement through this business role. In this case, the compliance violation is displayed in the details pane of the shopping cart.

On the My Shopping Cart page, you can:

The following tables give you an overview of the various features and content on the My Shopping Cart page.

Table 92: Controls

Control

Description

Actions > Check shopping cart

Use this action to check the requests in the shopping cart (see Checking the shopping cart and removing invalid products).
After checking, you will know whether the request can be carried out.

Actions > Create template
from shopping cart

This opens the Cart Templates page.

Use this action to create a template from the shopping cart to create further requests (see Creating request templates). For example, you can use this template for another recipient (see Requesting from templates).

Actions > Delete invalid requests

Use this action to remove requests from the shopping cart that have either violate a rule or have insuffient permissions (see Checking the shopping cart and removing invalid products).

Actions > Delete shopping cart

Use this action to empty the entire shopping cart (see Deleting shopping carts).

Actions > View Saved for Later list

This opens the Saved for Later page (see Saved for Later list (page description)).

Use this action to show your Saved for later list (see Displaying Saved for Later list).

Actions > Edit details

This opens the Details page (see Details (page description)).

Use this action to edit multiple products in the shopping cart and apply the changes to them all (see Editing multiple products in the shopping cart).

Edit

Use this action to:

Submit

Use this button to check the request and submit it (see Submitting requests).

Table 93: Controls in the details pane of a product

Control

Description

This symbol shows the current information about the product.

In some cases, this icon is available as an action on the product if a request with dependent products cannot be sent.

Delete

Use this button to delete the product from the shopping cart (see Removing products from the shopping cart).

Save

Use this button to save information that you have edited in the product's details pane.

Actions > Request for multiple identities

Use this action to duplicate requests in the shopping cart for other identities (see Requesting products in the shopping cart for multiple identities).

Actions > Save for later

Use this action to move requests from the shopping car to the Saved for Later list (see Saving products for later).

Table 94: Columns

Column

Description

Request

Shows you the name of the product you want to request

Recipient

Shows for whom the product is requested.

Status

Shows you if the product can be requested or if there are problems. The status is displayed only after the request has been checked for validity (see Checking the shopping cart and removing invalid products).

TIP: You can show less data by using the column filters. For more information, see Filtering.

TIP: You can make further settings for each product in the details pane. To do this, click the product in the list:

Saved for Later list (page description)

To open the Saved for Later page go to Request > My Requests > Shopping Cart > Actions > View Saved for Later list (see Displaying Saved for Later list)

On the Saved for Later list, you can:

TIP: To find out how to save a product for later, see Saving products for later.

The following tables give you an overview of the various features and content on the Saved for Later page.

Table 95: Controls

Control

Description

Deleting the Saved for Later list

Use this button to delete the entire Saved for Later list (see Deleting the Saved for Later list).

Delete selected

Use this button to remove all the products from shopping cart you selected using the check box next to the product in the Select column (see Removing products from the Saved for Later list).

Move to shopping cart

Use this button to move to the shopping cart all the products you have selected using the check box next to the product in the Select column (see Requesting products on the Saved for Later list).

Table 96: Controls in the details pane of a product

Control

Description

Delete

Use this button to delete the product from the Saved for Later list (see Removing products from the Saved for Later list).

Save

Use this button to save additional information about the product in the details pane.

Actions > Move to shopping cart

Use this action to move request from the Saved for Later list to the shopping cart and request them there (see Requesting products on the Saved for Later list).

Table 97: Columns

Column

Description

Select

Select the check box next to the products you want to move to the shopping cart or delete from the Saved for Later list. Then, using the Move to shopping cart or Delete selected buttons, you can move these products to the shopping cart or delete them from the Saved for Later list.

Request

Shows you the name of the product you want to request

Recipient

Shows you for whom the product is requested.

TIP: You can show less data by using the column filters. For more information, see Filtering.

TIP: You can make further settings for each product in the details pane. To do this, click the product in the list:

Details (page description)

To open the Details page go to Request > My Requests > Shopping Cart > Actions > Edit details.

If you have several products in the shopping cart, you can edit them individually on the Details page and apply modified properties to several of the same products. This way, you do not have to adjust the same settings separately for each individual product, but can "copy" the changes (see Editing multiple products in the shopping cart).

The following tables give you an overview of the various features and content on the Details page.

Table 98: Controls

Control

Description

Apply to all

Use this button to apply changes made in the field next to it to all other products of the same type (see Editing multiple products in the shopping cart).

Save

Use this button to save all the changes.

Table 99: Columns

Column

Description

Recipient

Shows you for whom the product is requested.

Settings

Shows you all the data you can change.

TIP: You can show less data by using the column filters. For more information, see Filtering.

My actions (page description)

To open the My Actions page go to Request > My Actions.

On the My Actions page, you can perform various actions for requests in which you are involved as an approver.

To do this, click on one of the tiles:

Table 100: Tiles

Tile

Description

Pending requests

You select the following actions:

Approval history

You select the following actions:

Request inquiries

You select the following actions:

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating