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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

Deleting identities

When an identity is deleted, they are tested to see if user accounts and company resources are still assigned, or if there are still pending requests. The identity is marked for deletion and therefore locked out of further processing. Before an identity is permanently deleted from the database, you must remove all company resource assignments and finalize all requests. If no more company resources are assigned, the identity is deleted permanently.

To delete an identity

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

  2. In the data explorer, click Identities.

  3. On the Identities page, click the identity you want to delete.

  4. In the Edit Identity Data side panel, click Delete.

  5. In the Delete Identity dialog, confirm the prompt with Yes.

Assigning other managers to identities

You can assign managers to identities or remove the currently assigned manager.

To assign a manager to an identity

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

  2. In the data explorer, click Identities.

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

  4. In the Edit Identity side panel, click in the Manager field to select the manager you want to assign to the identity.

    TIP: To remove the current manager, in the Manager drop-down, click (Remove assignment).

  5. Click Save.

Creating reports about identities

You can create the following reports on identities:

  • Reports on individual identities

  • Reports on a specific identity that reports directly to you

To create a report on an individual identity

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

  2. In the data explorer, click Identities.

  3. On the Identities page, click the identity that you want to create a report on.

  4. In the Edit Identity side panel, click (Actions) > Download report.

To create a report about identities that report to a specific identity

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

  2. In the data explorer, click Identities.

  3. On the Identities page, click the identity to create a report on the identities who report directly to them.

  4. In the Edit Identity side panel, click (Actions) > View identities this identity is directly responsible for.

Related topics

  • Berichte erstellen

Managing identities' memberships

Identity assignments to company structures and entitlements are enabled through membership in the respective company structures. For example, if an identity is going to be assigned to a particular department, it must first have membership in that department.

Detailed information about this topic
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