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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)

Approving and denying assignment resource attestation cases

You can grant or deny approval to attestation cases of assignment resources.

To approve an attestation case

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

  2. On the Governance Administration page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to decide approval on.

  4. In the details pane, click Edit.

  5. On the overview page, click Attestation.

  6. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  7. Click Approve.

  8. On the Attestation - <assignment resource> page, perform one of the following actions:

    • Click (Approve) next to the attestation case you want to approve.

    • Click (Deny) next to the attestation case you want to deny.

    TIP: To grant or deny approval for all the attestation cases displayed, click (Approve all) or (Deny all).

  9. Click Next.

  10. (Optional) On the Pending Attestations – Approvals page, perform one of the following actions:

    • For approved attestation case:

      • To provide a reason for all approved attestation cases, enter the reason in the Reason for approvals field.

      • To use a predefined standard reason for all approved attestation cases, select the reason in the Standard reason list.

    • For denied attestation cases:

      • To provide a reason for all denied attestation cases, enter the reason in the Reason for approvals field.

      • To use a predefined standard reason for all denied attestation cases, select the reason in the Standard reason list.

    • To provide an individual reason for an approval decision, click Enter a reason and enter your reason.

    TIP: By giving reasons, your approvals are more transparent and support the audit trail.

    NOTE: For more detailed information about standard reasons, see the One Identity Manager IT Shop Administration Guide.

  11. Click Save.

Related topics

Sending reminders about assignment resource pending attestation cases

If attestors have not yet processed an attestation case, you can send a reminder email to them to remind them about approving it.

The following options are available for sending reminders:

  • You can select a specific attestation case that shows its attestors and then send a reminder about this attestation case to one specific attestor (see Option 1).

  • You can send a reminder to all attestors of pending attestation cases that are shown on the current tab. This allows you to quickly notify all attestors that still need to make an approval decision (see Option 2).

  • You can show all the attestors that still need to make approval decisions about attestation cases and then send a reminder to one specific attestor (see Option 3).

To send a reminder to attestors of a selected attestation case

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

  2. On the Governance Administration page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to display.

  4. In the details pane, click Edit.

  5. On the overview page, click Attestation.

  6. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  7. In the list, click the attestation case that has attestors you want to remind.

  8. In the details pane, click Actions > Send a reminder mail.

  9. In the Send a reminder mail dialog, next to the identity you want to notify, click Send a mail.

  10. Select the email program that you want to use.

    This opens an email template with the attestor's email address.

  11. Edit the email and send it to the attestor.

To send a reminder to all the attestors of pending attestation cases on the current tab

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

  2. On the Governance Administration page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to display.

  4. In the details pane, click Edit.

  5. On the overview page, click Attestation.

  6. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  7. Click Send reminder.

  8. In the Send a reminder mail dialog, enter the message for the attestor.

  9. Click OK.

To send a reminder a specific attestor about pending attestation cases

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

  2. On the Governance Administration page, click Assignment resources.

  3. On the Assignment Resources page, click the assignment resource whose attestation cases you want to display.

  4. In the details pane, click Edit.

  5. On the overview page, click Attestation.

  6. (Optional) On the Attestations – <assignment resource name> page, click on a tab to display the corresponding attestation cases.

  7. In the Send a reminder mail dialog, next to the identity you want to notify, click Send a mail.

  8. Select the email program that you want to use.

    This opens an email template with the attestor's email address.

  9. Edit the email and send it to the attestor.

Related topics

My responsibilities

You can manage objects that you are responsible for within your company. Possible objects are:

  • Identities

  • Devices

  • Hierarchical roles

    • Organizations

      • Departments

      • Cost centers

      • Locations

    • Business roles

  • Company resources

    • System roles

    • System entitlements

    • System entitlements

    • Application roles

    • Resources

    • Assignment resources

    • Multi-request resources

    • Multi requestable/unsubscribable resources

    • Software

Detailed information about this topic

Specifying keywords for requestable products

You can assign tags for products that can be requested from the Web Portal. You define these tags in the associated service items of the corresponding objects.

Tags help requesters to quickly find the product they are looking for. You can run this search within the Web Portal.

For more information about tags, see the One Identity Manager IT Shop Administration Guide.

To specify a tag for a service item

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. On the My Responsibilities page, click the appropriate object type (for example, System Entitlements).

  3. In this list, click the object for whose service item you want to specify a tag.

  4. On the overview page, click Main data.

  5. On the Main data - <object name> page, click on the name of the assigned service item in the Service item field.

  6. On the overview page of the service item, click Tags.

  7. (Optional) To create a new tag, perform the following actions on the Tags page:

    1. Click New tag.

    2. In the Create a new tag dialog, fill out the fields:

      • Change label: Enter the tag.

      • Description: Enter a description for the tag.

    3. Click Save.

  8. On the Tags page, click (Assign) next to the tag that you want to set for the service item.

    This changes the icon in front of the tag ().

    TIP: Tags that are already assigned to the service item are marked with the icon.

  9. Click Save.

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