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Identity Manager 9.2 - 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 Escalated requests
Attestation
Managing attestations Attestors for attestation cases My attestation cases Pending attestations Displaying attestation history Managing attestation inquiries directed at you 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
Managing task delegations 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
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)

Adding identities

You can add new identities. This function is mainly designed for adding external identities. For example, subcontractors who are not entered in the human resources department. Data from new identities is either transferred completely to the database or existing data is updated and/or augmented. This depends on the system configuration and the import setting from closed systems.

To add a new identity

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Identities.

  3. On the Identities page, click Add a new identity.

  4. On the Add a new identity page, enter the identity's main data in the respective fields (see Adding a new identity (page description)).

  5. Click Save.

    When saving, the system checks whether the combination of first and last name already exists.

  6. Depending on the result of checking the name combination, perform one of the following actions:

    • If this combination of names does not yet exist, confirm the prompt with Yes.

    • If this combination of names already exists and you want to edit/update the existing identity:

      1. On the Other identities with similar properties page, in the list, click the identity that you want to edit/update.

      2. Click Update identity data.

      3. Confirm the prompt with Yes in the dialog.

        This edits/updates the identity data.

    • If identical combinations already exists and you still want add a new identity:

      1. On the Other identities with similar properties page, click Add a new identity.

      2. Confirm the prompt with Yes in the dialog.

        This adds new identity data.

Related topics

Displaying identity overviews

You can display all relevant information about identities summarized in an overview. For example, this information includes identities, requests, rule violations, user accounts, subidentities, assigned permissions, and memberships. The information is represented by shapes in a HyperView.

To display an identity's overview

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Identities.

  3. On the Identities page, click the identity whose overview you want to display.

  4. On the overview page, click Overview.

    This opens the Overview - <identity's name> page (see Overview – Identity (page description)).

Related topics

Displaying and editing identity main data

You can display and edit identities' main data.

To show and edit an identity's main data

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Identities.

  3. On the Identities page, click the identity whose main data you want to display/edit.

  4. On the overview page, click Main data.

  5. On the Main data - <identity's name>, make your changes in the respective fields (see Main data – Identity (page description)).

  6. Click Save.

Related topics

Assigning other managers to identities

You can assign identities to other managers.

To assign an identity to a new manager

  1. In the menu bar, click Responsibilities > Governance Administration.

  2. On the Governance Administration page, click Identities.

  3. On the Identities page, click the identity that you want to assign to a new manager.

  4. On the overview page, click Main data.

  5. On the Main data - <identity's name>, click Assign to new manager.

  6. On the Assign New Manager page, next to New manager, click Assign/Change.

  7. In the New manager dialog, click the manager you want to assign to the identity.

  8. On the Assign to new manager page, in the Effective date field, set a date and time from which the new manager takes effect.

  9. If the identity for whom you have selected the new manager, already has approved requests or entitlements, these are deleted automatically on this date. If you want the identity to retain these requests or entitlements when transferring to the new manager, clear the check boxes next to the respective requests or entitlements.

  10. Click Submit.

  11. In the dialog, confirm the prompt with Yes.

    NOTE: Your request to change managers is presented to the approver responsible for approval on the Pending Requests page (see Approving new managers' pending requests).

Related topics
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