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.
To request products for other identities
-
In the menu bar, click Requests > New request.
-
On the New Request page, click Change next to the Recipient field.
-
In the Change recipient pane, in the list, select the check box next to the identity you want to request products for.
TIP: To remove an identity from the recipient list, deselect the check box next to the identity.
-
Click Apply.
-
Add the products to the shopping cart (see Adding products to the shopping cart) that you want to request for the selected identities.
-
(Optional) Edit the shopping cart (see Managing products in the shopping cart).
-
Submit the request (see Submitting requests).
Related topics
Displaying and requesting other identity’s products
You can request products that other identities already own. The Web Portal offers you various options for this:
-
Request by reference user: You can display all the products of a specific identity and request them as well.
-
Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.
Related topics
Requesting products through reference users
You can request products that a particular identity already owns. This is called requesting by reference user.
Products you cannot request are marked with a red cross in the product view.
-
In the menu bar, click Requests > New request.
-
On the /New Request page, click 
(Actions) > Select a reference user.
-
In the Select Reference User dialog, click Assign next to the identity whose products you also want to request.
This opens the New Request - By Reference User page that, on the Products and Organizational Structures tabs, lists the requests, memberships, and entitlements of the selected identity.
-
Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).
-
On the My Shopping Cart page, click Submit.
Related topics
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
-
In the menu bar, click Requests > New request.
-
(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:
-
On the New Request page, click Change next to the Recipient field.
-
In the Change recipient 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.
-
Click Apply.
-
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.
-
Add the products that you want to save for later, to the shopping cart (see Adding products to the shopping cart).
-
On the My Shopping Cart page, click Submit.
Related topics
