Chat now with support
Chat with Support

Identity Manager 9.1.2 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list 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)

Giving reasons for requests

After you have added products to your shopping cart (see Adding products to the shopping cart), you can give reasons for requesting them. A reason can help approvers make their approval decisions.

To give a reason for requesting a product from the shopping cart

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

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click the product in the list whose request you want to justify.

  4. In the details pane, in the Reason field, enter your reason for requesting this product.

  5. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

To give a reason for requesting all products from the shopping cart

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

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, click Edit.

  4. In the details pane, in the Reason field, enter your reason for requesting these products.

  5. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Specifying departments for products in shopping cart

After you have added products to the shopping cart (see Adding products to the shopping cart), you can assign products to departments. This assignment can be used for billing purposes, for example.

To assign a department to a product in the shopping cart

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

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, in the list, click the product to which you want to assign a department.

  4. In the details pane, next to the Department field, click Assign.

    TIP: If the product already has an department, click Change.

  5. In the Department dialog, click the department you want to assign to the product.

  6. On the My Shopping Cart page, click Save in the details pane.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Checking the shopping cart and removing invalid products

When you send a request, it is automatically checked to see if it contains invalid products. You can also run this check before you submit the request. If necessary, you will be shown why specific product requests are invalid. You can then remove any invalid products from the shopping cart.

To check your shopping cart for invalid products

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

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, perform one of the following actions:

    • Click Actions > Check shopping cart.

    • Click Submit.

      NOTE: If the check is successful, the request can be submitted.

    If invalid products are found, the Request cannot be submitted dialog opens.

  4. (Optional) In the Request cannot be submitted dialog, click OK.

    On the My Shopping Cart page, in the Status column, symbols and information are shown about the invalid products.

    Table 21: Checking status

    Icon

    Status

    Request can be made.

    Request violates a rule but can still be made.

    This icon can also indicate that a mandatory product is missing.

    Request cannot be made due to missing request permissions.

    Or the product has already been assigned.

    Advice

    If the request verification is still pending, a message is shown in the details pane.

  5. In the list, click the invalid product.

    In the details pane, the relevant message is displayed that gives you precise information about why you cannot request the product.

To remove all invalid products from the shopping cart

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

  2. On the My requests page, click the Shopping cart tile.

  3. On the My Shopping Cart page, perform one of the following actions:
    • Click Submit.

      NOTE: If the check is successful, the request can be submitted.

    • Click Actions > Check shopping cart.

    If invalid products are found, the Request cannot be submitted dialog opens.

  4. In the Request cannot be submitted dialog, click OK.

  5. Click Actions > Delete invalid requests.

  6. In the Delete invalid requests dialog, confirm the prompt with Yes.
Related topics

Requesting products in the shopping cart for multiple identities

After you have added products to your shopping cart (see Adding products to the shopping cart), you can request the products in your shopping cart for other identities as well.

To request a product in the shopping cart for multiple identities

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

  2. On the My requests page, click Shopping cart.

  3. On the My Shopping Cart page, in the list, click the product that you want to request for other identities.

  4. In the details pane, click Actions > Request for multiple identities.

  5. In the Request for multiple identities dialog, click the identity you want to request the product for.

  6. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics
Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating