Chat now with support
Chat with Support

Identity Manager 8.2.1 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Requesting products Saved for Later list Request templates Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
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
Delegating tasks Ownerships 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
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
Applications Calls 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: Employees (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)
Calls (Menu description)

Requesting for other identities or subidentities

You can make requests for other identities (such as department managers). You can only request products from the shops where the identity is a customer and for which you are responsible.

If you are logged in to the Web Portal with your main identity, you can trigger a request for yourself and for your subidentities at the same time. If you are logged in with your subidentity, you can only make requests for the current subidentity.

TIP: You can also request products for other identities directly from the shopping cart. For more information, see Requesting products in the shopping cart for multiple identities.

To request products for other identities

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request page, click Change next to the Recipient field.

  4. In the Recipients dialog, click the identities in the list for which you would like to request products.

    NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

    The selected identities are listed under Selected.

    TIP: To remove an identity from the recipient list, click the respective identity under Selected.

  5. Click Close.

  6. Add the products to the shopping cart (see Adding products to the shopping cart) that you want to request for the selected identities.

    TIP: If you want to find out which products are already assigned to the selected recipients, on the Request page, click Actions > Check requests for this recipient.

  7. (Optional) Edit the shopping cart (see Managing products in the shopping cart).

  8. Submit the request (see Submitting requests).

Related topics

Displaying and requesting other identity’s products

You can request products that other identities already own. The Web Portal offers you various options for this:

  • Request by reference user: You can display all the products of a specific identity and request them as well.

  • Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.

Related topics

Requesting products through reference users

You can request products that a particular identity already owns. This is called requesting by reference user.

Products you cannot request are marked with a red cross in the product view.

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request/ page, click Actions > Select a reference user.

  4. In the Select an identity dialog, in the list, click the identity whose products you also want to request.

    NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.

    This opens the Requests for <identity> page and lists requests, memberships, and entitlements of the selected identity (see Requests for identities (page description)).

  5. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  6. On the My Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

Related topics

Requesting products through peer groups

You can see and request products that other identities within your environment have already requested. As a manager, you can also see products from the peer group of an identity that you manage. This way, you have a quick method of requesting products that are important to you or your responsible identities.

A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.

To request other identities' products

  1. In the menu bar, click Request > My Requests.

  2. On the My requests page, click Start a new request.

  3. (Optional) If you want to make a request for another identity or check which products have been requested by their peer group, proceeds as follows:

    1. On the Request page, click Change next to the Recipient field.

    2. In the Recipients dialog, in the list, click the identity who is going to receive the products.

      NOTE: The list may contain a maximum of one identity. To remove an identity from the list, click on the corresponding identity.

    3. Click Close.

  4. On the Request page, click Actions > Show products other identities requested.

    This opens the Products other identities requested page that lists requests, memberships, and the peer groups of the selected identity (see Products other identities requested (page description)).

  5. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  6. On the My Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

Related topics
Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating