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Identity Manager 9.2.1 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Managing escalated requests
Attestation
Managing attestation inquiries directed at you Managing attestations Attestors for attestation cases Displaying attestation history Auditing attestations My attestation cases Managing escalated attestation cases Pending attestations
Compliance Responsibilities
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
Managing task delegations Ownerships 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
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
Opening other web applications Managing tickets 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: Identities (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)
Tickets (menu description)

Pending attestations: Identities (page description)

To open the Pending Attestations: Identities page go to Attestation > My Actions > Pending Attestations > Identities.

On the Pending Attestations: Identities page, you can see all the identities with pending attestation cases that you can approve. If you click on an identity, a new page opens where you can make approval decisions about the attestation cases and run other tasks (see Pending attestations – Identity (page description)).

The following table gives you an overview of the different controls on the Pending Attestations: Identities page.

Table 170: Controls

Control

Description

Tree view

Use this button to switch to the tree/hierarchical view.

List view

Use this button to switch to the detailed list view.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Pending attestations – Identity (page description)

To open the Pending attestations – Identity page go to Attestation > My Actions > Pending Attestations > Identities > Select an identity.

On the Pending Attestations – Identity page, you can:

The following tables give you an overview of the various features and content on the Pending Attestations – Identity page.

Table 171: Controls

Control

Description

Approve

Use this button to grant the attestation approval (see Approving or denying pending attestation cases).

Deny

Use this button to deny the attestation approval (see Approving or denying pending attestation cases).

Approve all

Use this button to grant all attestations approval (see Approving or denying pending attestation cases).

Deny all

Use this button to deny all attestations approval (see Approving or denying pending attestation cases).

View approvers for pending cases

Use this button to display all identities that still have to make approval decisions about attestation cases (see Displaying attestors of pending attestation cases) and send them reminder mails (see Sending reminders about pending attestation cases).

Send reminder

You can use this button to send reminder mails to all identities that still have attestation cases to approve on the current tab (see Sending reminders about pending attestation cases).

Next

Opens the Pending Attestations – Approvals (see Pending attestations – approvals (page description)).

Use this button to display an overview of all approvals made and set further options (see Approving or denying pending attestation cases). As long as you have not made a decision (with the help of the previous buttons) this button is disabled.

Table 172: Controls in the attestation case's details pane

Control

Description

Actions > Go to attested object

Use this action to switch to an overview of the object to be attested (see Displaying pending attestation cases).

Actions > Send inquiry

Use this action to send an inquiry to an identity about the attestation case (see Submitting inquiries about pending attestation cases).

Actions > Reroute approval

Use this action to let another approval level make the approval decision about the attestation case. For example, if approval is required by a manager in a one-off case (see Rerouting approvals of pending attestation cases).

Actions > Add approver

Use this action to add an additional approver to share the approval decision about the attestation case (see Appointing additional approvers to pending attestation cases).

Actions > Delegate approval

Use this action to delegate the approval decision about the attestation case to another identity (see Delegating approvals of pending attestation cases to other identities). You can revoke this action in the attestation history (see Withdrawing delegations from pending attestation case approvals).

Actions > Reject approval

Use this action to reject the approval decision about an attestation case (see Rejecting approval of attestation cases). The approval decision is returned to the original approver.

Actions > Send a reminder mail

Use this action to display all identities that can make approval decisions about the attestation case (see Displaying attestors of pending attestation cases). send them reminder mails (see Sending reminders about pending attestation cases).

Withdrawing additional approval

If you have appointed an additional approver for this attestation case (see Appointing additional approvers to pending attestation cases), use this button to revoke the action. Then you are the only approver of this attestation case again (see Removing additional approvers from pending attestation cases).

Revoking hold status

Use this button to release the attestation case for approval again so that it can be processed by the approvers (see Revoking reserved attestation cases).

Report

Use this button to generate a report about the object to attest.

Show details

You can use this button to display details about all the objects that are included in this attestation case (see Displaying pending attestation cases).

Table 173: Columns

Column

Description

Display name

Shows the name of the object included in the attestation case.

Attestation policy

Shows the name of the attestation policy in use.

State

Shows the current status of the attestation case.

The following status' are possible:

  • Pending: The attestation case is not closed yet and must still be approved.

  • Approved: The attestation case was approved. In the details pane, on the Workflow tab, you can see why the attestation case was granted approval.

  • Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval.

New

Shows whether the attestation case is new.

It is possible that some of the attestation cases have existed for a while and have been approved several times. New cases have not been granted approval yet but might have been denied approval before.

Due date

Shows by when the attestation case must be completed.

Risk index

Show the attestation case's risk index.

Approval

Use these two buttons to make an approval decision about the attestation case.

TIP: If you have made all your approval decisions, click Next to open an overview page and save all the approvals.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.

  • Information: Displays general information about the attestations case.

  • Workflow: Shows the chronological lifecycle of the attestation case.

  • Attestation policy: Shows further information about the attestation policy used.

  • History: Shows the object's attestation history.

Pending attestations: Cost centers (page description)

To open the Pending Attestations: Cost centers page go to Attestation > My Actions > Pending Attestations > Cost centers.

On the Pending Attestations: Cost centers page, you can see all the cost centers with pending attestation cases that you can approve. If you click on a cost centers, a new page opens where you can make approval decisions about the attestation cases and run other tasks (see Pending attestations – Cost center (page description)).

The following table gives you an overview of the different controls on the Pending Attestations: Cost centers page.

Table 174: Controls

Control

Description

Tree view

Use this button to switch to the tree/hierarchical view.

List view

Use this button to switch to the detailed list view.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Pending attestations – Cost center (page description)

To open the Pending Attestations – Cost center page go to Attestation > My Actions > Pending Attestations > Cost centers > select a cost center.

On the Pending Attestations – Cost center page, you can:

The following tables give you an overview of the various features and content on the Pending Attestations – Cost center page.

Table 175: Controls

Control

Description

Approve

Use this button to grant the attestation approval (see Approving or denying pending attestation cases).

Deny

Use this button to deny the attestation approval (see Approving or denying pending attestation cases).

Approve all

Use this button to grant all attestations approval (see Approving or denying pending attestation cases).

Deny all

Use this button to deny all attestations approval (see Approving or denying pending attestation cases).

View approvers for pending cases

Use this button to display all identities that still have to make approval decisions about attestation cases (see Displaying attestors of pending attestation cases) and send them reminder mails (see Sending reminders about pending attestation cases).

Send reminder

You can use this button to send reminder mails to all identities that still have attestation cases to approve on the current tab (see Sending reminders about pending attestation cases).

Next

Opens the Pending Attestations – Approvals (see Pending attestations – approvals (page description)).

Use this button to display an overview of all approvals made and set further options (see Approving or denying pending attestation cases). As long as you have not made a decision (with the help of the previous buttons) this button is disabled.

Table 176: Controls in the attestation case's details pane

Control

Description

Actions > Go to attested object

Use this action to switch to an overview of the object to be attested (see Displaying pending attestation cases).

Actions > Send inquiry

Use this action to send an inquiry to an identity about the attestation case (see Submitting inquiries about pending attestation cases).

Actions > Reroute approval

Use this action to let another approval level make the approval decision about the attestation case. For example, if approval is required by a manager in a one-off case (see Rerouting approvals of pending attestation cases).

Actions > Add approver

Use this action to add an additional approver to share the approval decision about the attestation case (see Appointing additional approvers to pending attestation cases).

Actions > Delegate approval

Use this action to delegate the approval decision about the attestation case to another identity (see Delegating approvals of pending attestation cases to other identities). You can revoke this action in the attestation history (see Withdrawing delegations from pending attestation case approvals).

Actions > Reject approval

Use this action to reject the approval decision about an attestation case (see Rejecting approval of attestation cases). The approval decision is returned to the original approver.

Actions > Send a reminder mail

Use this action to display all identities that can make approval decisions about the attestation case (see Displaying attestors of pending attestation cases). send them reminder mails (see Sending reminders about pending attestation cases).

Withdrawing additional approval

If you have appointed an additional approver for this attestation case (see Appointing additional approvers to pending attestation cases), use this button to revoke the action. Then you are the only approver of this attestation case again (see Removing additional approvers from pending attestation cases).

Revoking hold status

Use this button to release the attestation case for approval again so that it can be processed by the approvers (see Revoking reserved attestation cases).

Report

Use this button to generate a report about the object to attest.

Show details

You can use this button to display details about all the objects that are included in this attestation case (see Displaying pending attestation cases).

Table 177: Columns

Column

Description

Display name

Shows the name of the object included in the attestation case.

Attestation policy

Shows the name of the attestation policy in use.

State

Shows the current status of the attestation case.

The following status' are possible:

  • Pending: The attestation case is not closed yet and must still be approved.

  • Approved: The attestation case was approved. In the details pane, on the Workflow tab, you can see why the attestation case was granted approval.

  • Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval.

New

Shows whether the attestation case is new.

It is possible that some of the attestation cases have existed for a while and have been approved several times. New cases have not been granted approval yet but might have been denied approval before.

Due date

Shows by when the attestation case must be completed.

Risk index

Show the attestation case's risk index.

Approval

Use these two buttons to make an approval decision about the attestation case.

TIP: If you have made all your approval decisions, click Next to open an overview page and save all the approvals.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.

  • Information: Displays general information about the attestations case.

  • Workflow: Shows the chronological lifecycle of the attestation case.

  • Attestation policy: Shows further information about the attestation policy used.

  • History: Shows the object's attestation history.

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