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Identity Manager 9.1.2 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Logging off

When you want to finish working with the Web Portal, log off from the system.

To log off from Web Portal

  1. In the header, click (Profile) > Log Off.

  2. In the Log Off dialog, confirm the prompt with Yes.

    Your logoff was successful.

    Tip: Your system may be configured to log you off automatically if you are inactive for a long period of time.

Navigation and use

This chapter describes how you navigate through the Web Portal and how to utilize the Web Portal.

Detailed information about this topic

Simple navigation

Simple commands
Table 1: Overview of simple commands

Tab

Navigate between single elements

Enter or, if required, Space

Confirm input

Backspace

Navigate to previous page

Alt + Left arrow or Alt + Right arrow

Navigate to previous or next page

NOTE: Take into account that not all browsers behave the same.

Go to the home page
Table 2: Overview of key combinations for navigating

Tab

Navigate forward

Shift + Tab

Navigate backwards

Enter key

Run an action

Simple elements
Table 3: Overview of the controls used

Button

Use the Tab key to navigate to the control and press Enter to run the action.

Link

Navigate to the required link with Tab and press Enter to open a new page or dialog.

Dialog window

Click the Esc key to leave the dialog window without taking any action. Click Enter to run. If there is more than one action available, navigate to the desired action with the Tab key and press the Enter key.

Menu

Navigate to the menu using Tab. The selected element changes its color. Press Alt+ Move down or Move up to expand the entire menu. Use the arrow keys to choose between the different elements. Use Tab to leave the menu. You do not need to confirm by pressing Enter or Space.

Input field

Navigate to the desired field. If text input is possible, the cursor blinks and you can write in the field. Use Tab to exit the field. You do not need to confirm by pressing Enter or Space.

Tiles

Use the Tab key to navigate to the tile and press Enter to display the page's content.

Check box

Use the Tab key to navigate to the required check box and press Space to enable the check box.

Option

Use the Tab key to navigate to the required list of options. Use the arrow keys to choose between the different options. Use Tab to leave the list of options.

Installed controls
Table 4: Overview of other controls

Tree view

Use Enter to expand or collapse a tree view. A plus sign next to the tree means it can be expanded by pressing Enter. A minus sign means the element can be collapsed by pressing Enter.

Search

Many of the pages provide a function to search for objects in context.

TIP: The search does not take upper and lower case into account.

There are certain rules that enable a successful global search in the Web Portal. These are described in the following table using examples.

Table 5: Rules with examples for searching in the Web Portal
Example Description

Sam User

Finds Sam User but not Sam Identity.

Search results must contain all of the separate terms in the query. A logical AND is used.

Sam OR Identity

Finds Sam User and Pat Identity.

Placing OR between the search terms acts as a logical OR operator. The results of this search contain at least one of the two search terms.

Sam NOT User

Finds Sam Identity but not Sam User.

The results of this search do not contain the term that comes after NOT.

U*

Finds User1 and User2.

The * functions as a wildcard for any number of characters to complete the term.

Use?

Finds User but not User1.

The ? functions as a wildcard for a single character to complete the term.

"Sam User"

Provides results in which the search terms Sam and User follow one another.

Results of this search contain the string in quotes as phrase.

Sam User~

Finds Sam User and also other similar results. A tilde ~ after the search term indicates that the search should also find similar results. This means that incorrectly spelled terms can be found, as well.

You can specify the level of similarity by adding a number between 0 and 1 (with decimal point) after the tilde ~. The higher the number, the more similar the results.

Detailed information about this topic
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