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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

Analyzing identities' membership assignments

You can see how an identity membership came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

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

  2. In the navigation, click Identities.

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

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

  5. On the Memberships tab, click the appropriate object types (for example, departments) in the navigation.

  6. Click the membership to display its assignment analysis.

Displaying identities' departments

You can display departments that are assigned identities.

To display an identity's departments

  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 whose departments you want to display.

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

  5. On the Memberships tab, select Departments from the drop-down.

Displaying identities' application roles

You can display application roles assigned to identities.

To display an identity's application roles

  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 whose application roles you want to display.

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

  5. On the Memberships tab, select Application roles from the drop-down.

Displaying identities' user accounts

You can display user accounts assigned to identities.

To display an identity's user accounts

  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 whose user accounts you want to display.

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

  5. On the Memberships tab, select User accounts from the drop-down.

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