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Identity Manager 9.1.2 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates 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

Adding members to shops

You can add members to shops. These identities can then request products from the respective shop.

To add a member to a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the Shop you want to add a member to.

  3. In the Edit Shop pane, click the Access tab.

  4. On the Access tab, click Add members.

  5. In the Add members dialog, select the check box next to the identity that you want to add to the shop as a member.

  6. Click Apply.

To add excluded members back into a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the Shop you want to add a member to.

  3. In the Edit Shop pane, click the Access tab.

  4. On the Access tab, click Excluded members.

  5. Select the check box next to the identity that you want to add to the shop as a member.

  6. Click Remove exclusion.

Removing members from shops

You can remove members from shops. These identities can then no longer request products from the shop.

NOTE: You can exclude members who have been added to the shop through a dynamic role. You can add these excluded members back to the shop later (see Adding members to shops). For more information about dynamic roles, see the One Identity Manager Identity Management Base Module Administration Guide.

To remove a member from a shop

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the Shop from which you want to remove a member.

  3. In the Edit Shop pane, click the Access tab.

  4. On the Access tab, in the list, select the check box next to the identity that you want to remove as a member.

  5. Click Remove.

  6. (Optional) If the member was assigned to the shop through a dynamic role, perform the following actions:

    1. (Optional) In the Specify Reason for Exclusion dialog, specify why you want to remove the member.

    2. Click Exclude members.

Managing requestable products in shops

You can decide which products can be requested from shops. Once products have been allocated to shelves in a shop (see Making system entitlements requestable) and labeled as requestable , they can be requested in the Web Portal by members of the shop.

Detailed information about this topic

Displaying requestable products

You can display which products can be request from shops shelves.

To display a shelf's requestable products

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop whose requestable products you want to display.

  3. In the Edit Shop pane, click the Shelves tab.

  4. On the Shelves tab, in the list, click the shelf with the requestable products you want to display.

  5. In the Edit shelf pane, click the Products tab.

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