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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 shops

You can delete shops.

NOTE: Before you can delete a shop, you must delete all shelves from the shop (see Deleting shelves from shops) and remove all members from the shop (see Removing members from shops).

To delete a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop you want to delete.

  3. In the Edit Shop side panel, click Delete Shop.

Managing service categories

Use the Web Portal to display and edit service categories.

Service categories are used to group products. For example, you can use service categories to group together products by topic.

You can assign the product's service items to these service categories (see Editing system entitlement service items).

Detailed information about this topic

Displaying service categories

You can display any of the service categories and their details.

To display service categories

  1. In the menu bar, click Setup > Service categories.

    This opens the Service Categories page and displays all the service categories.

  2. (Optional) To display details of a service category, click the appropriate service category.

Creating service categories

You can create service categories.

To create a service category

  1. In the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click Create service category.

  3. In the Create Service Category side panel, enter the service category's main data.

    ClosedYou can edit the following main data.

  4. Click Save.

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