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Identity Manager 8.2.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions 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 Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

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. On the Pending Requests page, click Details next to the request that you do not want to make an approval decision about.

  3. In the View Request Details pane, click Reject approval.

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

  5. Click Save.

To reject approval of multiple requests

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

  2. On the Pending Requests page, in the list, select the check boxes next to the requests that you do not want to make an approval decision about.

  3. Click (Actions) > Reject approval.

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

  5. Click Save.

Displaying request history

You can display the request history to obtain an overview of all the products that you have requested for yourself or other identities, or to see the status of a current request.

To display the request history

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

    This opens the Request History page.

  2. (Optional) To control which requests are displayed, click (Filter) (see Filtering). For example, this allows you to show just pending requests (no approval decision yet made).

  3. (Optional) To display details of a request, click Details next to the request whose details you want to see.

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 filter context menu, check the Pending box.

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

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

  6. Click Details next to the request you want to cancel.

  7. In the View Request Details pane, click Cancel request.

  8. In the Cancel Request pane, perform the following actions:

    1. In the Reason for your decision field, enter a reason for the cancellation.

    2. 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 filter context menu, check the Active box.

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

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

  6. Next to the product that you want to renew, click Details.

  7. In the View Request Details pane, click Renew product.

  8. In the Renew Product pane, perform the following actions:

    1. In the Renewal date field, enter the 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 filter context menu, check the Active box.

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

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

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

  7. Click (Actions) > Renew product.

  8. In the Renew Product pane, perform the following actions:

    1. In the Renewal date field, enter the 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
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