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Identity Manager 9.0 LTS - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products 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
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Mobile view

The Web Portal is designed for use with desktops computers and mobile devices. The views are adjusted automatically. In the mobile view, some functions are limited or not at available at all.

Table 12: Handling options for mobiles

Action

Handling

Open menu bar

The menu that you find horizontally under the header in the desktop version is opened on mobile devices as follows:

  1. Press .

    List lists the menus under each other.

  2. Press next to a menu.

    This displays other menu items.

Display extended functions/header

You open the functions and settings in the header toolbar (such as search) for mobile devices as follows:

  1. Press .

    Menus are displayed next to each other.

  2. Press on one of the following icons:

    • : Opens search.

    • : Contains the menus My profile, My settings, Telephone book, and Log off.

    • : Opens your shopping cart without requests.

    • : Shows any saved bookmarks.

      NOTE: Replace this text with a description of a feature that is noteworthy.

    • : Contains the menus Help, Support, Community, Connection and Info.

Heatmaps and statistics in the mobile view

The following handling options apply for heatmaps and statistics in the mobile view.

Table 13: Handling options for heatmaps and statistics

Action

Handling

Show tooltip

Tap on the statistic or the diagram.

Display more details about the statistic/diagram in the dialog

Double-tap on the statistic or the diagram.

Display a tooltip for a heatmap rectangle

Tap the heatmap's rectangle.

Zoom in on heatmap

Double-tap on the heatmap.

Displaying the address book

If you need information about an identity such as the phone number or location, you can use the address book. This gives a quick overview of an identity and further details.

To display the address book

  1. In the header, click (Profile) > Address Book.

    This displays the address book and all identities (see Address book).

  2. (Optional) On the Address Book page, click an identity.

    For more information, see the details pane.

  3. (Optional) In the details pane, click Overview.

    This opens the identity's overview page. Here you can gather further information about the identity (for example, main data, requests, entitlements, and so on). For more information, see Displaying my identities' overviews.

Related topics

Managing password questions

If you forget your password, you can change it at any time in the Web Portal (see Changing passwords). To do this, you need to define individual questions that only you can answer.

If your password questions are answered incorrectly several times, they may be locked (depending on the system configuration). You can reset locked password questions at any time.

TIP: Once a password question is locked because you answered it incorrectly, you will be asked to answer another password question. This is repeated until there are not enough (unlocked) password questions left. To be on the safe side, make sure you create enough password questions.

If the Web Portal is configured accordingly, password questions are deleted after successful use.

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