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Identity Manager 8.2 - Web Portal User Guide

General tips and getting started Requests
Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Responsibilities Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Requesting products through peer groups

You can see and request products that other identities within your environment have already requested. As a manager, you can also see products from the peer group of an identity that you manage. This way, you have a quick method of requesting products that are important to you or your responsible identities.

A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.

To request other identities' products

  1. In the menu bar, click Requests > New request.

  2. (Optional) If you want to make a request for another identity or check which products have been requested by their peer group, proceeds as follows:

    1. On the New Request page, click Change next to the Recipient field.

    2. In the Edit Property pane, in the list, select the check boxes next to the identity you want to request products for.

      NOTE: The list may contain a maximum of one identity. To remove an identity from the list, clear the check box in front of the corresponding identity.

    3. Click Apply.

  3. On the New Request page, click (Actions) > Show products other identities requested.

    This opens the New Request - By Peer Group page that, on the Products and Organizational Structures tabs, lists requests, memberships, and the peer group entitlements of the selected identity.

  4. Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).

  5. On the My 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

Requesting for other identities or subidentities

You can make requests for other identities (such as department managers). You can only request products from the shops where the identity is a customer and for which you are responsible.

If you are logged in to the Web Portal with your main identity, you can trigger a request for yourself and for your subidentities at the same time. If you are logged in with your subidentity, you can only make requests for the current subidentity.

TIP: You can also request products for other identities directly from the shopping cart. For more information, see Requesting products in the shopping cart for multiple identities.

To request products for other identities

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, click Change next to the Recipient field.

  3. In the Edit Property pane, in the list, select the check boxes next to the identities you want to request products for.

    TIP: To remove an identity from the recipient list, deselect the check box next to the identity.

  4. Click Apply.

  5. Add the products to the shopping cart (see Adding products to the shopping cart) that you want to request for the selected identities.

  6. (Optional) Edit the shopping cart (see Managing products in the shopping cart).

  7. Submit the request (see Submitting requests).

Related topics

Requests for Active Directory groups

To manage Active Directory groups, you can make different requests.

Detailed information about this topic

Requesting new Active Directory groups

To create a new Active Directory group, you must request either the Create a Active Directory security group product or the Create a Active Directory distribution group product.

To request a new Active Directory group

  1. In the menu bar, click Requests > New request.

  2. On the New Request page, click Show products from service category.

  3. In the Service category pane, click the Active Directory groups service category.

  4. Perform one of the following actions:

    • To request a new Active Directory security group, click the New Active Directory security group tile.

    • To request a new Active Directory distribution group, click the New Active Directory distribution group tile.

  5. Click Add to cart.

  6. In the Request Details pane, specify additional information about the new group:

    • Name: Enter a name for the group.

    • Group scope: Select the scope that specifies the range of the group's usage within the domain or forest. The group's scope specifies where the group is allowed to issue permissions. You can select one of the following group scopes:

      • Global group: Global groups can be used to provide cross-domain authorizations. Members of a global group are only user accounts, computers, and groups belonging to the global group’s domain.

      • Local: Local groups are used when authorizations are issued within the same domain. Members of a domain local group can be user accounts, computers, or groups in any domain.

      • Universal: Universal groups can be used to provide cross-domain authorizations available. Universal group members can be user accounts and groups from all domains in one domain structure.

    • Container: Click Assign and select a container for the group.

  7. Click Apply.

  8. 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.

  9. On the Shopping Cart page, click Submit.

Related topics
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