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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

Displaying system roles

You can display any of the system roles and their details.

To display system roles

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

    This opens the System Roles page and displays all the System roles.

  3. (Optional) To display details of a system role, click the system role.

Creating system roles

You can create new system roles.

Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.

To create a system role

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

  3. On the System Roles page, click Create system role.

  4. In the Create System Role side panel, enter the main data of the new system role.

    ClosedYou can edit the following main data.

  5. Click Create.

Displaying and editing system role main data

You can display and edit the business role main data.

To display and edit a system role's main data

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

  3. On the System Roles page, click the system role whose main data you want to display.

  4. In the Edit System Role side panel, edit the main data.

    ClosedYou can edit the following main data.

  5. Click Save.

Displaying system role overviews as hyperviews

You can display all relevant information about system roles summarized in an overview. This information is represented by shapes in a hyperview.

To display a system role's overview

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click System roles.

  3. On the System Roles page, click the system role whose overview you want to display.

  4. In the Edit System Role side panel, click the Hyperview tab.

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