You can use the Web Portal to request and cancel products, and to renew current requests with limited lifetimes. If you own the respective entitlements, you can also approve requests and cancellations, perform attestation, view rule violations, and approve or deny exception approvals. You can also call up a wide range of statistics.
NOTE: This guide describes the Web Portal with its factory settings. Your version of the Web Portal may be different because your Web Portal may have been customized.
In addition, which Web Portal functionality is available to you is controlled by a role model in the database. This guide describes all the Web Portal functions. If you cannot find one of the functions described here in your Web Portal, it may be due to insufficient permissions. In this case, ask your administrator.
Tips for using the Web Portal
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Enable JavaScript in your browser for the Web Portal to work.
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You can configure and extend the Web Portal using the Web Designer.
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For optimal displaying of the graphical user interface, use a device with a minimum screen resolution of 1280 x 1024 pixels and at least 16-bit color depth. For mobile viewing, for example when using a tablet, use a device with a display size of at least 9.7 inches.
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Supported browsers:
Detailed information about this topic
If you need information about an identity such as the phone number or location, you can use the address book. This gives a quick overview of an identity and further details.
To display the address book
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In the header, click (Profile) > Address Book.
This displays the address book and all identities (see Address book).
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(Optional) On the Address Book page, click an identity.
For more information, see the details pane.
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(Optional) In the details pane, click Overview.
This opens the identity's overview page. Here you can gather further information about the identity (for example, main data, requests, entitlements, and so on). For more information, see Displaying my identities' overviews.
Related topics
You must be logged onto the system to be able to work with the Web Portal. In order to login, you must know the URL of the Web Portal in your organization. Ask your system administrator for this information.
TIP: If you do not yet have an account, contact your manager.
NOTE: If you have forgotten your password and your account cannot be unlocked with the question-answer function, you can ask your manager for a passcode.
Detailed information about this topic
To log in to the Web Portal, you need a user account. If you do not already have a user account, you will have to create a new one.
To create a new user account
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In your web browser, enter the web address (URL) of the Web Portal.
TIP: By default, the URL is http://<server name>/<application name>/, where <server name> is the name of the server on which the Web Portal is installed.
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Click Create new user account on the login page.
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On the Register a New User page, enter your data (at least Last name, First name, and Contact email address).
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In the field next to Security code, enter the code displayed.
TIP: If you cannot clearly identify the CAPTCHA code displayed, click Generate a different code. A new CAPTCHA code is then generated.
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Click Save.
When the responsible manager has approved your account, you will receive an e-mail containing a link.
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Open the confirmation email and click the link.
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On the confirmation page, click Confirm email address.
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Define your password and your password questions (see Changing passwords and Managing password questions).
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You can then log in using these credentials (see Logging in).
Related topics