Chat now with support
Chat with Support

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

Delegating approvals of pending requests to other identities

You can delegate an approval decision about a request to another identity. You can revoke this action in the approval history (see Withdrawing delegations from pending requests).

To delegate an approval

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Click the request whose approval decision you want to delegate to another identity.

  4. In the View Request Details side panel, click Delegate approval.

  5. In the Delegate approval side panel, in the Delegate to drop-down, select the identity to which you want to delegate the approval.

  6. In the Reason for your decision field, enter a reason for the delegation.

  7. Click Save.

To delegate approval of multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Next to the request whose approval decision you want to delegate to another identity, select the check box.

  4. Click Actions > Delegate approval.

  5. In the Delegate approval side panel, in the Delegate to drop-down, select the identity to which you want to delegate the approval.

  6. In the Reason for your decision field, enter a reason for the delegation.

  7. Click Save.

Related topics

Withdrawing delegations from pending requests

If a request's approval has been delegated to another identity, you can withdraw the delegation.

To withdraw an approval delegation

  1. In the menu bar, click Requests > Request history.

  2. On the Request History page, click the request whose approval delegation you want to withdraw.

  3. In the View Request Details side panel, click Withdraw delegation.

  4. In the Withdraw Delegation side panel, in the Reason for your decision field, enter why you are withdrawing the approval delegation.

  5. Click Save.

To withdraw multiple delegations from approvals

  1. In the menu bar, click Requests > Request history.

  2. Next to the request with the approval delegation you want to withdraw, select the check box.

  3. Click Actions > Withdraw delegation.

  4. In the Withdraw Delegation side panel, in the Reason for your decision field, enter why you are withdrawing the approval delegations.

  5. Click Save.

Related topics

Escalating approvals of pending requests

You can escalate the approval of a product request. The request is presented to another approval body. The request is then further processed in the normal approval workflow.

To escalate approval for a request

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, click the request with the approval that you want to escalate.

  3. In the View Request Details side panel, click Escalate approval.

  4. In the Escalate Approval side panel, in the Reason for your decision field, enter a reason for the escalation.

  5. Click Save.

To escalate approval over multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, select the check boxes next to the requests whose approvals you want to escalate.

  3. Click Actions > Escalate approval.

  4. In the Escalate Approval side panel, in the Reason for your decision field, enter a reason for the escalation.

  5. Click Save.

Rejecting request approval

If you have been added to a product request as an additional approver or the approval of the product request was passed to you, you can reject the approval and return the request to the original approver.

To reject an approval

  1. In the menu bar, click Requests > Pending requests.

  2. (Optional) To control which attestations to display, on the Pending Requests page, click (Filter) (see Using filters).

  3. Click the request that do not want to make an approval decision about.

  4. In the View Request Details side panel, click Reject approval.

  5. In the Reject Approval side panel, in the Reason for your decision side panel, enter a reason for the rejecting.

  6. Click Save.

To reject approval of multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. Next to the requests that you do not want to make an approval decision about, select the check box.

  3. Click Actions > Reject approval.

  4. In the Reject Approval side panel, in the Reason for your decision side panel, enter a reason for the rejecting.

  5. Click Save.

Related topics
Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating