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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

Displaying cost centers

You can display any of the cost centers and their details.

To display cost centers

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

  2. In the navigation, click Cost centers.

    This opens the Cost centers page and displays all the cost centers.

  3. (Optional) To display details of a cost center, click the cost center.

Creating cost centers

You can create new cost centers

Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.

To create a cost center

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

  2. In the navigation, click Cost centers.

  3. On the Cost Centers page, click Create cost center.

  4. In the Create Cost Center side panel, enter the main data of the new cost center.

    ClosedYou can edit the following main data.

  5. Click Create.

Displaying and editing cost center main data

You can display and edit cost center main data.

To show and edit a cost center's main data

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

  2. In the navigation, click Cost centers.

  3. On the Cost Centers page, click the cost centers whose main data you want to display/edit.

  4. In the Edit Cost Center side panel, edit the main data.

    ClosedYou can edit the following main data.

  5. Click Save.

Copying/splitting cost centers

You can copy or move memberships and entitlements from cost centers you are responsible for to new objects (departments, business roles, cost centers, locations).

To copy a cost center or move memberships and entitlements

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

  2. In the Data Explorer navigation, click Cost centers.

  3. On the Cost Centers page, click the cost center you want to copy or whose memberships and entitlements you want to move.

  4. In the Edit Cost Center side panel, click (Actions) > Split.

  5. In the Split side panel, in the Type of new object drop-down, select which type to give the new object.

  6. Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.

    TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).

  7. Click Next.

  8. In the Select assignments to be copied or moved to the new object step, perform the following actions:

    • To neither copy nor move an entitlement or a membership to a new object, in the drop-down next to the corresponding entitlement/membership, select Keep and do not copy or move to new object. The entitlement/membership is later only available in the source object.

    • To copy or move an entitlement or a membership to a new object, in the drop-down next to the corresponding entitlement/membership, select Keep and copy new object. The entitlement/membership is included later in the source object as well as the target object.

    • To move an entitlement or a membership to a new object, in the drop-down next to the corresponding entitlement/membership, select Move to new object. The entitlement/membership is later removed from the source object and only included in the target object.

  9. Click Next.

  10. (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.

  11. Click Next.

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