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Identity Manager On Demand - Starling Edition Hosted - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships My responsibilities
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
Managing data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

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 another identity

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

  2. Click the Recipient field.

  3. In the Edit Recipient 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, clear the check box next to the identity.

  4. Click Apply.

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

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

  7. 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
Detailed information about this topic

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.

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

  2. On the New Request page, click the Products by Reference User tab.

  3. In the Select Reference User pane, select the identity whose products you also want to request.

    The Products and Organizational units tabs list requests, memberships, and 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. Click Go to cart.

  6. 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 products through peer groups

You can display 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 your direct reports. This way, you have a quick method of requesting products that are important to you or your direct reports.

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. On the New Request page, click the Recommended Products tab.

    The Products and Organizational units tabs list requests, memberships, and entitlements of the selected identity's peer group.

  3. (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. Click the Recipient field.

    2. In the Select Recipients pane, click Clear selection and, in the list, select the check box next to the identity for which you want to request products.

      NOTE: The list may contain a maximum of one identity. To remove an identity from the list, clear the check box next to the respective identity.

    3. Click Apply.

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

  5. Click Go to cart.

  6. 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.

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