Identity Manager 9.2 - Web Designer Web Portal User Guide

To open the Main data - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Main data.

On the Main data - Identity page you can perform the following actions:

Displaying and editing the identity's main data (see Displaying and editing identity main data)
Transfer responsibility of the identity to another manager (see Assigning other managers to identities)
Create reports on identity data (see Creating reports about identities)

The following tables give you an overview of the various features and content on the Main data – Identity page.

Table 827: Controls
Control	Description
Assign to new manager	This opens the Assign to new manager page . You can use this button to transfer the responsibility of the identity to another manager (see Assigning other managers to identities).
Generate report	Opens a dialog. Use this button to generate a report about the identity's data (see Creating reports about identities).
Save	Use this button to save the changes to the main data.

You can change the following main data.

Table 828: Identities main data
Property	Description
Personal data
Last name	Enter the identity's last name.
First name	Enter the identity's first name.
Middle name	Enter the identity's middle name.
Date of birth	Enter the identity's date of birth. Click the (Calendar) to do this and use the date picker to select the date of birth.
Personnel number	Enter the identity's personnel number.
Gender	In the menu, select the identity's gender.
Central user account	Enter the name of the identity's central user account.
Default email address	Enter the identity's default email address.
Organizational information
Primary cost center	Click Assign/Change and select the identity's primary cost center.
Primary department	Click Assign/Change and select the identity's primary department.
External	Select the check box if this is an external identity.
Employee type	In the menu, select what type of identity this is. For example, an identity of this company or a trainee.
Entry date	Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date.
Leaving date	Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date.
Manager	Shows you the identity's manager. TIP: If necessary, you can transfer the identity's manager at a later date (see Assigning other managers to my identities).
Temporarily disable until	Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity.
Locational information
Primary location	Click Assign/Change and select the identity's primary location.
Building	Enter the building where the identity works.
Floor	Enter which floor the identity works on.
Room	Enter the room the identity works in.
Street	Enter the street or road where the identity works.
Zip code	Enter the zip code of the identity's work location.
City	Enter the city where the identity works.

Requests - Identities ((page description))

To open the Requests - Identities page go to Responsibilities > Governance Administration > Identities > click an identity > Requests.

On the Requests - <identity> page you can see all the products that this identity has requested or that have been requested for them (see Displaying identity requests).

The following tables give you an overview of the various features and content on the Requests – <identity> page.

Table 829: Controls
Control	Description
Advanced search	The advanced search allows you to control which product requests are displayed: Requests submitted by the selected identity for itself: Select this check box to display product requests placed by the selected identity for themselves. Requests submitted by the selected identity for others: Select this check box to display product requests placed by the selected identity for other identities. Requests submitted by others for the selected identity: Select this check box to display product requests placed by other identities for the selected identity. Submitted requests in the selected identity's organization: Select this check box to display product requests placed in the selected identity's scope of responsibility. Filter by request number: Enter the request number of the request you want to display. pending: Select this check box to display product requests that are not yet approved (status: Request). Approved: Select this check box to display product requests that have been granted approval (status: Assigned). Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed. Click Search to apply the filter criteria to the request history. Click Reset to reset the filter criteria to the default search.

Table 830: Columns
Column	Description
Product	Shows the name of the product that was requested.
Status	Shows the current status of the product. The following status' are possible: Assigned: The product request was successful and the product was successfully assigned. Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for. Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow. Renewal: The product has been renewed (see Renewing products with limit validity periods). Unsubscription: The product is in the process of being unsubscribed (see Unsubscribing products). Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. . Canceled: The product request was canceled or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled. Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.
Request date	Shows when the product was requested. TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options.
Recipient	Shows for whom the product was requested.
Shopping cart	Shows you the request number of the total request with which the product was requested.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
Workflow: Displays the life cycle chronologically as from the time of request.
Compliance: Displays possible rule violations for this request.

Entitlements – Identity (page description)

To open the Entitlements - Identity page go to Responsibilities > Governance Administration > Identities > click an identity > Entitlements.

On the Entitlements – Identity page, you can:

Display entitlements assigned to the identity (see Displaying identity entitlements)
Remove the identity's entitlements (see Deleting identity entitlements)

TIP: Entitlements form the basis for membership in an object (for example in a department).

The following tables give you an overview of the various features and content on the Entitlements – Identity page.

Table 831: Controls
Control	Description
Deleting memberships	Use this button to delete selected entitlements (such as, membership in groups) (see Deleting identity entitlements). To do this, select the check box in front of the entitlement and click the button.

Table 832: Columns
Column	Description
Entitlement	Shows you the entitlement's name.
Object type	Shows you the entitlement type (for example, if it is a system role)
Origin	Shows you how the entitlement was assigned. For example, the entitlement might have been assigned through a dynamic role.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Identity Manager 9.2 - Web Designer Web Portal User Guide

Overview – Identity (page description)

Main data – Identity (page description)

Requests - Identities ((page description))

Entitlements – Identity (page description)

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Identity Manager 9.2 - Web Designer Web Portal User Guide

Overview – Identity (page description)

Main data – Identity (page description)

Requests - Identities ((page description))

Entitlements – Identity (page description)