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Identity Manager 8.1.5 - Web Portal User Guide

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Confirming terms of use

If another employee requested a product for you, which requires the terms of use to be confirmed and possibly additional authorization, your approval decision for this request is required. If the requester has confirmed the terms of user for your request, you can view the request under Pending Requests. Terms of use can only be confirmed if a special approval workflow is explicitly set up for the requested product.

To confirm terms of use for your own requests as the recipient

  1. Open Pending Requests and mark the request for which the confirmation of terms of use by the requester is required.

    In the detailed content view, you can see, amongst other things, information about approval decisions for requests and terms of use on the Workflow tab.

  2. Perform one of the following tasks:

    • Approve the request with and click Next.

    • Deny the request with and click Next.

    Approvals displays your approvals.

  3. Perform one of the following tasks:

    • In the Approvals view, select a reason for your decision and click Save.

    • In the Approvals view, select a reason for your decision and click Save.

      The approval decision reason supports the audit trail.

    • Enter the request's expiry date if necessary and click Save.

  4. If the product requires multi-factor authentication, you are prompted to enter a security code It may take a few minutes for the prompt to be displayed.

    • Click Authenticate with Starling 2FA app.

      - OR -

    • Click Send SMS or Phone call and enter the security code that is generated. Click Next.

Approval history

In the approval history, you can view all products you have assigned, denied, or canceled, or that are still being processed (status "Request"). The Approval History menu item is the same as Request History menu item in its structure and content. For more information, see Process monitoring.

To open the "Approval History" menu

  • Open the Request | My Actions menu and click Approval History.
Detailed information about this topic

Searching for approvals

In the approval history, you can search, using the advanced search, for products that were assigned to you for approval.

To use the advanced search function in the approval history

  1. Open Approval history.

  2. Use the extended search.

For more information, see Searching.

Withdrawing delegation

You can only withdraw delegations if the product has the status "Request".

To cancel a delegation

  1. Open Approval history.

    This shows all the products you have assigned, denied, canceled, or edited.

  2. Highlight the required request and click Withdraw request in the master view.

  3. Click Withdraw delegation in the dialog.

    NOTE: Withdraw delegation is only shown if approval of this product was transferred to someone else.
  4. Enter a reason for the withdrawal in the next dialog and click Save.

For more information, see Approving pending requests.

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