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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 products to shelves

You can add products to shelves. Once products have been allocated to the shelves of a shop, they can be requested in the Web Portal by members of the shop.

To add a product to a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop that you want request the product from later.

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

  4. On the Shelves tab, in the list, click the shelf you want to add the product to.

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

  6. On the Products tab, click Add products.

  7. In the Add Products dialog, select the type of product you want to add from the menu.

  8. Select the check box next to the product that you want to add to the shelf.

  9. Click Apply.

Removing products from shelves

You can remove products from shelves, after which they can no longer be requested from the shelves.

To remove a product from a shelf

  1. In the menu bar click Setup > Shops.

  2. On the Shops page, in the list, click the shop from whose shelf you want to remove the product.

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

  4. On the Shelves tab, in the list, click the shelf to remove the product from.

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

  6. On the Products tab, select the check box next to the product that you want to remove from the shelf.

  7. Click Remove.

Managing service categories

Use the Web Portal to display and edit service categories.

Service categories are used to group products. For example, you can use service categories to group together products by topic.

You can assign the product's service items to these service categories (see Editing system entitlement service items).

Detailed information about this topic

Displaying service categories

You can display any of the service categories and their details.

To display service categories

  1. In the menu bar, click Setup > Service categories.

    This opens the Service Categories page and displays all the service categories.

  2. (Optional) To display the details of a service category, next to the service category, click Edit.

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