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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)

Overview – Identity (page description)

To open the Overview - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Overview.

On the Overview - Identity page, you can see all the information relevant to the identity summarized in an overview (see Displaying identity overviews).

This information is displayed as shapes. For more information, click on the links inside one of the shapes.

Main data – Identity (page description)

To open the Main data - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Main data.

On the Main data - Identity page you can perform the following actions:

The following tables give you an overview of the various features and content on the Main data – Identity page.

Table 830: Controls

Control

Description

Assign to new manager

This opens the Assign to new manager page .

You can use this button to transfer the responsibility of the identity to another manager (see Assigning other managers to identities).

Generate report

Opens a dialog.

Use this button to generate a report about the identity's data (see Creating reports about identities).

Save

Use this button to save the changes to the main data.

You can change the following main data.

Table 831: Identities main data

Property

Description

Personal data

Last name

Enter the identity's last name.

First name

Enter the identity's first name.

Middle name

Enter the identity's middle name.

Date of birth

Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.

Personnel number

Enter the identity's personnel number.

Gender

In the menu, select the identity's gender.

Central user account

Enter the name of the identity's central user account.

Default email address

Enter the identity's default email address.

Organizational information

Primary cost center

Click Assign/Change and select the identity's primary cost center.

Primary department

Click Assign/Change and select the identity's primary department.

External

Select the check box if this is an external identity.

Identity type

Select the identity type of the identity:

  • Primary identity: Default identity for an identity. The identity has a default user account.

  • Organizational identity: Virtual identity (sub identity) for mapping different roles of an identity within the organization. The sub identity is associated with a user account of the Organizational identity type.

    In addition, specify a main identity.

  • Personal administrator identity: Virtual identity (sub identity) associated with a user account of type Personal administrator identity type.

    In addition, specify a main identity.

  • Sponsored identity: Pseudo identity associated with a user account of type Sponsored identity.

    Also assign a manager to the identity.

  • Shared identity: Pseudo identity associated with an administrative user account of type Shared identity.

    Also assign a manager to the identity.

  • Service identity: Pseudo identity associated with a user account of type Service identity.

    Also assign a manager to the identity.

  • Machine identity: Pseudo identity for mapping machine identities.

For more information about mapping multiple identities of one identity, see the One Identity Manager Identity Management Base Module Administration Guide.

Main identity

If the identity type is Organizational identity or Personalized administrator identity, select a main identity.

Employee type

In the menu, select what type of identity this is. For example, an identity of this company or a trainee.

Entry date

Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.

Leaving date

Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.

Manager

Shows you the identity's manager.

TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).

Temporarily disable until

Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity.

Locational information

Primary location

Click Assign/Change and select the identity's primary location.

Building

Enter the building where the identity works.

Floor

Enter which floor the identity works on.

Room

Enter the room the identity works in.

Street

Enter the street or road where the identity works.

Zip code

Enter the zip code of the identity's work location.

City

Enter the city where the identity works.

Requests - Identities ((page description))

To open the Requests - Identities page go to Responsibilities > Governance Administration > Identities > click an identity > Requests.

On the Requests - <identity> page you can see all the products that this identity has requested or that have been requested for them (see Displaying identity requests).

The following tables give you an overview of the various features and content on the Requests – <identity> page.

Table 832: Controls

Control

Description

Advanced search

The advanced search allows you to control which product requests are displayed:

  • Requests submitted by the selected identity for itself: Select this check box to display product requests placed by the selected identity for themselves.

  • Requests submitted by the selected identity for others: Select this check box to display product requests placed by the selected identity for other identities.

  • Requests submitted by others for the selected identity: Select this check box to display product requests placed by other identities for the selected identity.

  • Submitted requests in the selected identity's organization: Select this check box to display product requests placed in the selected identity's scope of responsibility.

  • Filter by request number: Enter the request number of the request you want to display.

  • pending: Select this check box to display product requests that are not yet approved (status: Request).

  • Approved: Select this check box to display product requests that have been granted approval (status: Assigned).

  • Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed.

Click Search to apply the filter criteria to the request history.

Click Reset to reset the filter criteria to the default search.

Table 833: Columns

Column

Description

Product

Shows the name of the product that was requested.

Status

Shows the current status of the product.

The following status' are possible:

  • Assigned: The product request was successful and the product was successfully assigned.

  • Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.

  • Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Renewal: The product has been renewed (see Renewing products with limit validity periods).

  • Unsubscription: The product is in the process of being unsubscribed (see Unsubscribing products).

  • Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .

  • Canceled: The product request was canceled or the system could not carry out the request (for example, because an identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.

  • Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.

Request date

Shows when the product was requested.

TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options.

Recipient

Shows for whom the product was requested.

Shopping cart

Shows you the request number of the total request with which the product was requested.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

  • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

  • Workflow: Displays the life cycle chronologically as from the time of request.

  • Compliance: Displays possible rule violations for this request.

Entitlements – Identity (page description)

To open the Entitlements - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Entitlements.

On the Entitlements – Identity page, you can:

TIP: Entitlements form the basis for membership in an object (for example in a department).

The following tables give you an overview of the various features and content on the Entitlements – Identity page.

Table 834: Controls

Control

Description

Deleting memberships

Use this button to delete selected entitlements (such as, membership in groups) (see Deleting identity entitlements). To do this, select the check box in front of the entitlement and click the button.

Table 835: Columns

Column

Description

Entitlement

Shows you the entitlement's name.

Object type

Shows you the entitlement type (for example, if it is a system role)

Origin

Shows you how the entitlement was assigned. For example, the entitlement might have been assigned through a dynamic role.

TIP: You can show less data by using the column filters. For more information, see Filtering.

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