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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
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 Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Creating passcodes for my identities

If identities, for which you are responsible, have forgotten their password for logging into the Web Portal and the passwords cannot be reset with the question and answer feature, you can create passcodes for them. With this passcode, identities can log on to the Password Reset Portal once and for a limited time.

To create a passcode for an identity

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

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity for which you want to create the passcode.

  4. In the Edit Identity Data side panel, click Create passcode.

    The generated passcode and its validity are displayed in a dialog.

  5. Note or copy the code and have it sent to the identity.

Creating reports about my identities

You can create the following reports on identities:

  • Reports on individual identities

  • Reports on a specific identity that reports directly to you

  • Reports on all identities that report directly to you

  • Reports on rule violations by identities that report directly to you.

  • Reports on user accounts assigned to identities that report directly to you

To create a report on an individual identity

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

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity for which you want to create a report.

  4. In the Edit Identity side panel, click (Actions) > Download report.

To create a report on identities that report to a specific identity

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

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity to create a report on the identities who report directly to them.

  4. In the Edit Identity side panel, click (Actions) > View identities this identity is directly responsible for.

To create a report on all identities that report directly to you

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

  2. In the navigation, click Identities.

  3. On the Identities page, click (Actions) > View identities you are directly responsible for.

To create a report on rule violations by identities that report directly to you

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

  2. In the navigation, click Identities.

  3. On the Identities page, click (Actions) > View rule violations by identities you are directly responsible for.

To create a report on user accounts assigned to identities that report directly to you

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

  2. In the navigation, click Identities.

  3. On the Identities page, click (Actions) > View user accounts of identities you are directly responsible for.

Managing my identities' memberships

Identity assignments to company structures and entitlements are enabled through membership in the respective company structures. For example, if an identity is going to be assigned to a particular department, it must first have membership in that department.

Detailed information about this topic

Analyzing my identities' membership assignments

You can see how an identity membership under your responsibility came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

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

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity whose memberships you want to display.

  4. In the Edit Identity side panel, click the Memberships tab.

  5. On the Memberships tab, click the appropriate object types (for example, departments) in the navigation.

  6. Click the membership to display its assignment analysis.

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