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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

Managing requestable products in shops

You can decide which products can be requested from shops. Once products have been allocated to shelves in a shop (see Adding products to shelves) and labeled as requestable, they can be requested in the Web Portal by members of the shop.

Detailed information about this topic

Displaying requestable products

You can display which products can be request from shops shelves.

To display a shelf's requestable products

  1. In the menu bar click Setup > Shops.

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

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

  4. On the Shelves tab, in the list, click the shelf with the requestable products you want to display.

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

Adding products to shelves

You can add products to shelves. Once products have been allocated to the shelves of a shop, they can be requested in the Web Portal by members of the shop.

To add a product to a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop that you want request the product from later.

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

  4. On the Shelves tab, in the list, click the shelf you want to add the product to.

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

  6. On the Products tab, click Add products.

  7. In the Add Products dialog, select the type of product you want to add from the drop-down.

  8. Select the check box next to the product that you want to add to the shelf.

  9. Click Apply.

Removing products from shelves

You can remove products from shelves, after which they can no longer be requested from the shelves.

To remove a product from a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop from whose shelf you want to remove the product.

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

  4. On the Shelves tab, in the list, click the shelf to remove the product from.

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

  6. On the Products tab, select the check box next to the product that you want to remove from the shelf.

  7. Click Remove.

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