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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
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 my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Restoring my locations to their previous state

You can compare the current status of a location that you are responsible for to its status at another time and completely or partially restore the historical state.

To restore a location to a previous state

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Locations.

  3. On the Locations page, click the location you want to roll back.

  4. In the Edit Location side panel, click (Actions) > Reset to previous state.

  5. In the Reset to Previous State side panel, in the Comparison date field, specify a date.

  6. Click Next.

    The View comparison result step shows all changes that have taken place since the given date.

  7. Select the check box next to the property that you want to restore to its previous state.

  8. Click Next.

  9. (Optional) In the Verify actions step, verify the actions to run and deselect the check box in front of any actions that should not be run.

  10. Click Next.

Related topics

Displaying my location overviews as hyperviews

You can display all the relevant information about locations that you are responsible for in the summarized form of an overview. The information is represented by shapes in a hyperview.

To display a location's overview

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Locations.

  3. On the Locations page, click the location whose overview you want to display.

  4. In the Edit Location side panel, click the Hyperview tab.

Related topics

Managing my location memberships

As soon as an identity is assigned to a location, the identity becomes a member in the location.

Detailed information about this topic

Displaying memberships in my locations

You can display identities that are assigned locations for which you are responsible.

To display identities that are assigned a location

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Locations.

  3. On the Locations page, click the location whose memberships you want to display.

  4. In the Edit Location side panel, click the Memberships tab.

  5. (Optional) To display all primary memberships, click Primary memberships.

  6. (Optional) To display all secondary memberships, click Secondary memberships.

  7. (Optional) To display all memberships that came about automatically through a dynamic role, click Automatic memberships.

  8. (Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

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