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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 service items

You can edit service items.

To edit a service item

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

  2. On the Service Items page, click the service item that you want to edit.

  3. In the Service Item side panel, edit the service item's main data.

  4. Click Save.

Managing product bundles

Product bundles help simplify the request process. For example, a product bundle may contain all the products a new identity needs to get started. If users use a product bundle to make a request, you are not obliged to request all the products in the product bundle. If this is the case, users can select only those products they want from the product bundle.

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Displaying product bundles

To obtain an overview of all the product bundles, you can display them and their associated content.

To display product bundles

  1. In the menu bar, click Requests > Product bundles.

    This opens the Product Bundles page.

  2. (Optional) To display the details of a product bundle, click the product bundle.

Detailed information about this topic

Displaying products in product bundles

To obtain an overview of all the products contained in a product bundle, you can display them.

To display products in a product bundle

  1. In the menu bar, click Requests > Product bundles.

  2. On the Product Bundles page, click the product bundle with the products you want to display.

  3. In the Edit Request Template side panel, click the Products tab.

  4. (Optional) To display the details of a product, click the relevant product.

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