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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

Submitting requests

After you have added products to your shopping cart (see Adding products to the shopping cart), and edited and, if necessary, checked the request (see Managing products in the shopping cart), you can submit your shopping cart.

To submit your requests

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, click Submit.

    This checks, submits, and triggers the request workflow.

    TIP: To check the request's validity before you submit the request, click (Actions) > Check shopping cart. You can solve most problems of invalid product requests in the shopping cart by removing the problem product from the shopping cart (see Checking the shopping cart and Removing products from the shopping cart).

Related topics

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. On the New Request page, enable the For others option.

  3. In the Recipients field, click Assign.

  4. In the Change recipient pane, in the list, select the check boxes next to the identity you want to request products for.

    TIP: To remove an identity from the recipient list, deselect the check box next to the identity.

    TIP: To view only your subidentities, click (Filter) and then select the My sub identities check box.

  5. Click Apply.

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

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

  8. 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

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 (Actions) > Select a reference user.

  3. In the Select Reference User dialog, click Assign next to the identity whose products you also want to request.

    This opens the New Request - By Reference User page that, on the Products and Organizational Structures tabs, lists the 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. 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
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