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Identity Manager 9.1 - 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

Displaying location rule violations

You can see location rule violations.

To display rule violations

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

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, next to the location whose rule violations you want to display, click Edit.

  4. On the Edit Location pane, click the Rule Violations tab.

Managing cost centers

You can use the Web Portal to manage cost centers.

Detailed information about this topic

Displaying cost centers

You can see any of the cost centers and their details.

To display cost centers

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

  2. In the Data Explorer navigation click Cost centers.

    This opens the Cost centers page and displays all the cost centers.

  3. (Optional) To display details of a cost center, next to the cost center, click Edit.

Displaying and editing cost center main data

You can see and edit cost centers' main data.

To display and edit a cost center's main data

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost Centers page, next to the cost center whose main data you want to display, click Edit.

  4. In the Edit Cost Center pane, make your changes in the relevant fields.

    Table 36: Cost center main data

    Property

    Description

    Cost center

    Enter a full, descriptive name for the cost center.

    Short name

    Enter a short name for the cost center.

    Parent cost center

    Click Assign/Change and select a cost center to be the parent cost center for organizing the cost center hierarchically. If you want the cost center at the root of a cost center hierarchy, leave the field empty.

    Manager

    Select the manager who is responsible for the cost center.

    2nd Manager

    Select an identity to act as a deputy to the cost center's manager.

    Additional manager

    Click Assign/Change and select a cost center. Members of the selected application role are responsible for the department.

    Attestors

    Click Assign/Change and select a cost center. Members of the selected application role can approve attestation cases for the cost center.

    Department

    Click Assign/Change and select the department that the cost center is primarily assigned to.

    Location

    Click Assign/Change and select the location the cost center is primarily assigned to.

    Role approver

    Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the cost center.

    Role approver (IT)

    Click Assign/Change and select an application role. Members of the selected application role can approve requests for members of the cost center.

    Description

    Enter a description for the cost center.

  5. Click Save.

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