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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

Deleting my team roles' entitlements

You can delete entitlements assigned to your team roles.

To delete an entitlement of a business role

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Entitlements tab.

  4. On the Entitlements tab, select the check box next to the entitlement you want to delete.

  5. Click Remove.

  6. Confirm the prompt with Yes in the dialog.

Adding/removing recommended entitlements for my team role

To support the maintenance process, display the suggestions for adding or removing team role entitlements and then implement the recommendations.

To display and implement entitlement recommendations for a team role

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Entitlements tab.

  4. On the Entitlements tab, click Show recommended entitlements.

    This opens the View Recommended Entitlements side panel showing the recommended actions for the entitlements and the associated reasons.

  5. This opens the View Recommended Entitlements side panel, select the check box next to the recommendation that you want to implement.

  6. Click Perform recommended actions.

  7. In the Perform Recommended Actions dialog, confirm the prompt with Yes.

  8. If entitlements are to be added, perform the following actions:

    1. Close the Edit team role side panel.

    2. In the menu bar, click Requests > Shopping cart.

    3. On the Shopping Cart page, click Submit.

      After the request has been granted approval, the entitlement is added to the team role.

Related topics

Displaying my team roles' rule violations

You can display team role rule violations.

To display rule violations

  1. Open the home page.

  2. In the Team Role tile, click Edit team role.

  3. In the Edit Team Role side panel, click the Rule Violations tab.

History for my team role

The Web Portal allows you to display historical data for your team role.

To do this, you have the following options:

Table 74: Historical data

View

Description

Events

Shows you all results that affect the team role either on a timeline or in a table (see Displaying my team roles' history)

Status overview

This shows you an overview of all assignments. It also shows you 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 (see Displaying the status overview of my team role).

Status comparison

You can select a date and display all the changes made from then until now. You can also show what the value of a property was at the selected point in time and what the value is now (see Comparing statuses of my team roles.)

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