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Identity Manager 9.1.3 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

The user interface layout

The Web Portal user interface is divided into several sections:

Top - header

The header with the company logo is at the top of the screen. You can use different functions and reach different sections from here.

Top – menu bar

The menu bar is displayed horizontally in the upper part of the screen and provides different menus and submenus.

Work area

The work area changes depending on the menu you opened from the navigation.

Detailed information about this topic

Home

Open the home page by clicking the company logo.

Once you have logged in successfully, the home page appears. Displayed across the home page, there are tiles of different sizes that you can click on. The tiles allow you to access some frequently used menu items or important actions with one click.

Other tiles show statistics or heatmaps. You can also call up this information in full screen mode by clicking the relevant button.

Header

There are several buttons available to you in the Web Portal's header bar that make it easier and simpler to access functions and settings. The following table explains, which icons to select to reach the relevant functions and settings.

Table 9: Functions in the header

Profile

Use these menu items to:

Help

This menu includes online help, contact to customer service and information about the connection and the product.

Use Documentation to open the context-sensitive help. The help contains the entire contents of the Web Portal User Guide.

Here you can open the help. The help contains the entire contents of the Web Portal User Guide.

Menu bar

The menu bar is displayed horizontally in the upper part of the screen and provides different menus and submenus.

Menus are structured by topic. Each menu corresponds to a topic and holds further menu items that are respective subtopics.

To open a menu

  1. Click a menu in the menu bar.

    This expands the menu and shows more menu items.

  2. Click a menu item.

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