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Identity Manager 9.2.1 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Managing escalated requests
Attestation
Managing attestation inquiries directed at you Managing attestations Attestors for attestation cases Displaying attestation history Auditing attestations My attestation cases Managing escalated attestation cases Pending attestations
Compliance Responsibilities
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
Managing task delegations Ownerships 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
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
Opening other web applications Managing tickets 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: Identities (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)
Tickets (menu description)

Displaying the status overview of business roles

You can display all the changes that affect business roles. You can also display how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between.

To display the status overview

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Business Roles.

  3. On the Business Roles page, click the business role whose status overview you want to display.

  4. In the details pane, click Edit.

  5. On the overview page, click History.

    This opens the History - <business role name> page (see History – Business role (page description)).

  6. Click the Status overview tab.

Related topics

Comparing statuses of business roles

You can compare the current status of a business role that you are responsible for to its status at another time.

To compare statuses

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Business Roles.

  3. On the Business Roles page, click the business role whose status you want to compare.

  4. In the details pane, click Edit.

  5. On the overview page, click History.

  6. On the History page, click the Status comparison tab.

  7. In the date field, select the date and time from which you want to start the comparison.

  8. (Optional) To display the properties that have not changed since creation,deselect the box next to Display changed values only.

To compare the current status with the status at the time of a specific event

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Business Roles.

  3. On the Business Roles page, click the business role whose status you want to compare.

  4. In the details pane, click Edit.

  5. On the overview page, click History.

  6. On the History page, perform one of the following actions:

    • On the timeline, click the event and then Compare.

    • In the table view, click the event in the list and then in the details pane, click Compare.

  7. (Optional) To display the properties that have not changed since being created, deselect the box next to Display changed values only.

Related topics

Displaying role memberships of business role members

You can display which roles and organizations belong to identities that are assigned business roles. . Information is displayed as a hierarchical chart, so you can drill in and see the role inheritance.

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

To display roles and organizations of members of a business role

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Business Roles.

  3. On the Business Roles page, click the business role whose members you want to know more about.

  4. In the details pane, click Edit.

  5. On the overview page, click Usage.

    This opens the Usage - <business role name> page (see Usage – Business role (page description)).

  6. In the Role classes menu, select the main category of roles and organizations that you want to display.

  7. (Optional) To find out which members are assigned to a particular object, click (More information) in the specified object.

  8. (Optional) To see the legend, click More information.

Related topics

Copying/splitting business roles

You can copy or move memberships and entitlements from business roles to new roles (departments, business roles, cost centers, locations).

Any combination of role types is allowed.

To copy a business role or move memberships and entitlements

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Business Roles.

  3. On the Business Roles page, click the business role you want to copy or whose memberships and entitlements you want to move.

  4. In the details pane, click Edit.

  5. On the overview page, click Split.

  6. In the Split a role dialog, in the Type of the new role menu, select a type for the new role.

  7. Depending on which role type you have selected, enter the corresponding main data of the new role (see Main data – Department (page description), Main data – Business role (page description), Main data – Cost center (page description), or Main data - Location (page description)).

  8. Click Next.

  9. Perform the following actions:

    • To neither copy nor move a entitlement/membership to a new role, click Actions > Keep this assignment next to the corresponding entitlement/membership. Later, the entitlement/membership is only available in the source role.

    • To copy a entitlement/membership to a new role, click Actions > Keep and copy to new role next to the corresponding entitlement/membership. The entitlement/membership is later included in the source role as well as the target role.

    • To move a entitlement/membership to a new role, click Actions > Move to new role next to the corresponding entitlement/membership. The entitlement/membership is later removed from the source role and is only included in the target role.

  10. Click Next.

  11. (Optional) Verify the actions to run and deselect the check box in front of any actions that should not be run.

  12. Click Next.

  13. Click Close.

Related topics
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