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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

Editing shop details

You can edit details of existing shops.

To edit details of a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose details you want to edit.

  3. In the Edit Shop side panel, you can edit the main data of the shop.

    ClosedYou can edit the following main data.

  4. Click Save.

Managing shop shelves

You can display, create, edit, or delete shop shelves.

Each shop contains a number of shelves from which identities can request products. There are various products available for request on shelves. Shelves are set up under each shop.

Detailed information about this topic

Displaying shop shelves

You can display any shelves of a shelves and their details.

To display the shelves in a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose shelves you want to display.

  3. In the Edit Shop side panel, click the Shelves tab.

  4. (Optional) To display details of a shelf, click it in the list.

  5. (Optional) You can display the products that can be requested over this shelf (see Displaying requestable products).

Detailed information about this topic

Displaying shelf overviews as hyperviews

You can display all relevant information about shelves summarized in an overview. This information is represented by shapes in a hyperview.

To display a shelf's overview

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, click the shop whose shelf you want to display.

  3. In the Edit Shop side panel, click the Shelves tab.

  4. On the Shelves tab, click the shelf whose overview you want to display.

  5. In the Edit shelf side panel, click the Hyperview tab.

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