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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

Resubmitting requests

To request a product that has been requested before, in the request history, you can resubmit requests. You can resubmit the following requests:

  • Requests for products that are not (no longer) assigned to you

  • Canceled requests

  • Multi-request resource requests

To resubmit a request

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

  2. On the Request History page, click the product you want to submit again.

  3. In the View Request Details side panel, click Request product again.

    This adds the product to your shopping cart.

  4. In the menu bar, click Requests > Shopping cart.

  5. On the Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

To submit multiple requests again

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

  2. On the Request History page, next to the requests you want to submit again, select the check box.

  3. Click Actions > Request product again.

    This adds the products to your shopping cart.

  4. In the menu bar, click Requests > Shopping cart.

  5. On the Shopping Cart page, click Submit.

    TIP: You can also add more products to your shopping cart and configure various settings. For more information, see Managing products in the shopping cart.

Related topics

Canceling requests

You can cancel requests for individual products that are not (yet) assigned and have not yet been through a complete request workflow.

You can cancel your own requests or those of other identities that report to you.

To cancel a request

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, select the Pending check box.

  4. Click Apply filter.

  5. (Optional) To control which requests are displayed, click (Filter) (see Using filters). For example, this allows you to show just requests that you have carried out for other identities.

  6. (Optional) If you want to cancel a request of another identity, in the Search field, enter the identity's name.

  7. Click the product with the request you want to cancel.

  8. In the View Request Details side panel, click Cancel request.

  9. In the Cancel request side panel, in the Reason for your decision field, enter a reason for the cancellation.

  10. Click Save.

To cancel multiple requests

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, select the Pending check box.

  4. Click Apply filter.

  5. (Optional) To control which requests are displayed, click (Filter) (see Using filters). For example, this allows you to show just requests that you have carried out for other identities.

  6. (Optional) If you want to cancel requests belonging to another identity, in the Search field, enter the identity's name.

  7. Select the check boxes next to the requests you want to cancel.

  8. Click Actions > Cancel request.

  9. In the Cancel request side panel, in the Reason for your decision field, enter a reason for the cancellation.

  10. Click Save.

Related topics

Renewing products with limit validity periods

Some products are only valid for a limited period. You can renew products with a limited validity period that have already been assigned.

You can renew products for yourself or for other identities that you manage.

NOTE: You are notified 14 days before your limited period products expire. You can renew the product after receiving this message. The products are automatically unsubscribed once they have expired.

To renew a product's validity period

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, under Status, select the Active check box.

  4. Click Apply filter.

  5. (Optional) To control which requests are displayed, click (Filter) (see Using filters). For example, this allows you to show just requests that you have carried out for other identities.

  6. (Optional) If you want to renew a product of another identity, in the Search field, enter the identity's name.

  7. Click the product that you want to renew.

  8. In the View Request Details side panel, click Renew product.

  9. In the Renew Product side panel, perform the following actions:

    1. In the Renew until field, enter a new renewal date for the product. If the field is empty the product has unlimited availability.

    2. In the Reason for your decision field, enter a reason for the renewal.

    3. Click Save.

To renew the validity period of multiple products

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, under Status, select the Active check box.

  4. Click Apply filter.

  5. (Optional) To control which requests are displayed, click (Filter) (see Using filters). For example, this allows you to show just requests that you have carried out for other identities.

  6. (Optional) If you want to renew products of another identity, in the Search field, enter the identity's name.

  7. Select the check boxes next to the products you want to renew.

  8. Click Actions > Renew product.

  9. In the Renew Product side panel, perform the following actions:

    1. In the Renew until field, enter a new renewal date for the products. If the field is empty the products have unlimited availability.

    2. In the Reason for your decision field, enter a reason for the renewal.

    3. Click Save.

Related topics

Unsubscribing products

You can unsubscribe from products that are already assigned if they are no longer required. Products that can be unsubscribed have the Assigned status.

You can unsubscribe your own products or those belonging to other identities that you manage.

To unsubscribe a product

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, under Status, select the Active check box.

  4. Click Apply filter.

  5. (Optional) To control which requests are displayed, click (Filter) (see Using filters). For example, this allows you to show just requests that you have carried out for other identities.

  6. (Optional) If you want to unsubscribe a product of another identity, in the Search field, enter the identity's name.

  7. Click the product that you want to unsubscribe.

  8. In the View Request Details side panel, click Unsubscribe product.

  9. In the Unsubscribe Product side panel, perform the following actions:

    1. In the Unsubscribed as from field, enter the date for unsubscribing the product. If you leave this field empty, the product is unsubscribed once you have clicked Saved.

    2. In the Reason for your decision field, enter a reason for unsubscribing.

    3. In the Additional comments about your decision field, enter extra information about unsubscribing.

    4. Click Save.

To unsubscribe multiple products

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

  2. On the Request History page, click (Filter).

  3. In the Filer Data side panel, under Status, select the Active check box.

  4. Click Apply filter.

  5. (Optional) To control which requests are displayed, click (Filter) (see Using filters). For example, this allows you to show just requests that you have carried out for other identities.

  6. (Optional) If you want to unsubscribe products of another identity, in the Search field, enter the identity's name.

  7. In the list, select the check boxes next to the products you want to unsubscribe.

  8. Click Actions > Unsubscribe product.

  9. In the Unsubscribe Product side panel, perform the following actions:

    1. In the Unsubscribed as from field, enter the date for unsubscribing the products. If you leave this field empty, the products are unsubscribed once you have clicked Saved.

    2. In the Reason for your decision field, enter a reason for unsubscribing.

    3. In the Additional comments about your decision field, enter extra information about unsubscribing.

    4. Click Save.

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