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Identity Manager 9.1.3 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list 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
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products 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
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: Devices (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)

Advanced search

Advanced searching is context-dependent, like the context search, but offers various other additional search settings. The advanced search is often found next to the context search and can be opened with a link. You can use the advanced search in the Request history view, for example.

To run an advanced search

  1. Click Advanced search in the view above the list.

    The following table lists the possible search settings.

  2. Enable the relevant check boxes next to the criteria you would like to use to limit the search.

  3. Click Search.

    Any results matching your query are displayed.

Sorting

A sort function is available to you for all tables.

To sort a table

  1. Click in the column header you want to sort.

    You will see an icon to the right of the column name.

  2. Click again in the column header to sort in ascending or descending alphabetical order.

    This sorts the column as required.

  3. Click again in the column header to sort in the opposite order.

    This sorts the column as required.

To sort a table by several columns

You can select any column to sort by multiple columns. You can add another column by holding the Ctrl key and clicking with the mouse.

NOTE: The first column selected has the highest priority in the sort order. If you want to sort in a particular order, select this column last. All the columns selected before are included in the sort order.

Table 6: Multiple column sorting

Handling

Description

Select the first column.

Click in the column header.

Select more columns.

Click in the header whilst holding down the Ctrl key.

Sort in the opposite order.

Click again in the header whilst holding down the Ctrl key.

Cancel the sort order/Resort

Click in the header of any column to apply a new sort order.

Bookmarks

You sometimes have the option to set bookmarks in views in the Web Portal. Bookmarks have the advantage that you can use them to navigate straight to a particular part in the Web Portal when you log in again.

TIP: If you frequently request a particular service item from a service category, for example, you can navigate faster to this service category by setting a bookmark.

Detailed information about this topic

Setting bookmarks

MOBILE: This function is not available in the mobile interface.

To set a bookmark

  1. Go to the page where you want to set the bookmark.

  2. On the page, click (Create bookmark).

    The Bookmark this page link changes to Remove bookmark. The bookmark is displayed on the home page and in the header.

NOTE: Not every page in the Web Portal can be bookmarked.

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