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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

Adding entitlements to departments

You can add entitlements to departments. You do this through a request.

To add an entitlement to a department

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

  2. In the navigation, click Departments.

  3. On the Departments page, click the department to which you want to add an entitlement.

  4. In the Edit DepartmentEdit Application Role side panel, click the tab.

  5. On the Entitlements tab, click Request entitlements.

  6. In the Request Entitlements dialog, in the Select the type of entitlement to add drop-down, select which type of entitlement you want to add.

  7. Next to the entitlement you want to add, select the check box.

  8. Click Move to shopping cart.

  9. Close the Edit Department side panel.

  10. In the menu bar, click Requests > Shopping cart.

  11. On the Shopping Cart page, click Submit.

    After the request has been granted approval, the entitlement is added to the department.

Related topics

Deleting department entitlements

You can delete entitlements assigned to departments.

To delete an entitlement from a department

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

  2. In the navigation, click Departments.

  3. On the Departments page, click the department whose entitlements you want to delete.

  4. In the Edit DepartmentEdit Application Role side panel, click the tab.

  5. On the Entitlements tab, select the check box next to the entitlement you want to delete.

  6. Click Remove.

  7. Confirm the prompt with Yes in the dialog.

Adding/removing recommended entitlements for departments

To support the maintenance process, you can display suggestions for adding or removing department entitlements and then implement the recommendations.

To display and implement entitlement recommendations for a department

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

  3. In the Data Explorer navigation, click Departments.

  4. On the Departments page, click the department whose entitlement recommendations you want to display.

  5. In the Edit DepartmentEdit Application Role side panel, click the tab.

  6. On the Entitlements tab, click Show recommended entitlements.

    This opens the View Recommended Entitlements side panel showing the recommended actions for the entitlements and the associated reasons.

  7. This opens the View Recommended Entitlements side panel, select the check box next to the recommendation that you want to implement.

  8. Click Perform recommended actions.

  9. In the Perform Recommended Actions dialog, confirm the prompt with Yes.

  10. If entitlements are to be added, perform the following actions:

    1. Close the Edit Department side panel.

    2. In the menu bar, click Requests > Shopping cart.

    3. On the Shopping Cart page, click Submit.

      After the request has been granted approval, the entitlement is added to the department.

Related topics

Displaying department rule violations

You can display department rule violations.

To display rule violations

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

  2. In the navigation, click Departments.

  3. On the Departments page, click the department whose rule violations you want to display.

  4. On the Edit Department side panel, click the Rule Violations tab.

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