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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

Displaying delegations

You can see delegations created by you or by others for you.

To display delegations

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

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

  3. In the filter context menu, select the My delegations check box.

  4. (Optional) To see more details of a delegation, click Details next to the corresponding delegation.

Creating delegations

You can delegate role memberships and responsibilities to other identities.

NOTE: You cannot edit a delegation afterward. If you want to make a change to the delegation, delete the it (see Deleting delegations) and create a new delegation.

To create a delegation

  1. In the menu bar, click Responsibilities > Delegation.

  2. On the Create Delegation page, in the Delegation recipient field, select the identity to which you want to delegate.

  3. Click Next.

  4. In the Select the type of delegation step, perform one of the following actions:

    • To delegate all memberships and responsibilities (grouped by topic), set Delegate all memberships and responsibilities.

    • To delegate individual memberships and responsibilities, set Select individual memberships and responsibilities to delegate.

  5. Click Next.

  6. In the Select the role membership/responsibility you want to delegate step, in the list, select the check boxes in front of the role memberships/responsibilities you want to delegate.

  7. Click Next.

  8. In the Add additional information set, configure the following settings:

    • Valid from: Specify from when the role/responsibility will be delegated.

    • Valid until: Specify until when the role/responsibility will be delegated.

    • Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if you want to be notified when the recipient makes an approval decision about a delegated role/responsibility.

    • The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role/responsibility on to another identity.

    • Reason: (Optional) In the dialog, enter a reason for the delegation.

    • Priority: (Optional) In the menu, select a priority for the delegation.

  9. Click Save.

Canceling delegations

You can cancel delegations that you have already set up.

NOTE: You can only cancel delegations as long they have the Request or Approved status. You can delete delegations with the Assigned status (see Deleting delegations).

To cancel a delegation

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

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

  3. In the filter context menu, select the My delegations check box.

  4. Next to the delegation you want to cancel, click Details.

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

  6. (Optional) In the Cancel request pane, in the Reason for your decision field, enter a reason for the cancellation.

  7. Click Save.

Deleting delegations

You can delete delegations that you created. That is, responsibilities that you have delegated to others become your responsibility again.

NOTE: You can only delete delegations as long as they have the Assigned status. You can cancel delegations that have the Request or Approved status (see Canceling delegations).

To delete a delegation

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

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

  3. In the filter context menu, select the My delegations check box.

  4. Next to the delegation you want to delete, click Details.

  5. In the View Request Details pane, click Unsubscribe product.

  6. In the Unsubscribe Product pane, perform the following actions:

    1. In the Unsubscribed as from field, specify the date on which to delete the delegation. If you leave this field empty, the delegation is deleted once you have clicked Saved.

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

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

    4. Click Save.

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