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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing 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 my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles 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 Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Subscribing to reports

You can subscribe to reports. These reports are regularly sent by email to you and any other subscribers.

To add a subscription

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity drop-down.

  4. On the Report Subscriptions tab, click Add subscription.

  5. In the Add Report Subscription side panel, click the report that you want to subscribe to.

    TIP: To search for a specific report, in the Search field, enter the name of the report.

  6. Click Next.

  7. In the Configure subscription step, define the subscription settings:

    • Subscription: Enter the subscription's name.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

    • Parameters: (Optional) Specify other report specific settings. These settings might vary depending on what report you use.

  8. Click Next.

  9. In the Add additional subscribers step, in the Additional subscribers list, click the identities that will also receive this report.

    TIP: To search for a specific identity, in the Search field, enter the name of the identity.

    TIP: To remove a subscriber, in the Selected subscribers list, click (Remove) next to the corresponding identity. To remove all subscribers, in the Selected subscribers list, click Remove all.

  10. Click Continue.

  11. In the Check and create subscription step, check your data and change them if necessary by clicking on the respective step.

  12. Click Create.

Related topics

Editing report subscriptions

You can edit your existing report subscriptions.

To edit a report subscription

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity drop-down.

  4. On the Report Subscriptions tab, click the report subscription that you want to edit.

  5. In the Subscription Details side panel, configure the following report subscription settings:

    • Subscription: Enter the report subscription's name.

    • Report: Select the report that you want to subscribe to.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

    • Additional subscribers: Click Select/Change, select the check box next to the identity who will also receive this report and click Apply.

      TIP: To remove a subscription, deselect the box next to the corresponding identity. To remove all subscriptions, click Clear selection. Click Apply.

  6. (Optional) Under Parameter, you can specify other report specific settings. These settings might vary depending on what report you use.

  7. Click Save.

Related topics

Sending reports from report subscriptions

Depending on how the schedule is configured, you can send reports to yourself and to others.

To send a report

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity drop-down.

  4. On the Report Subscriptions tab, perform the following:

    • To send the report, click Actions > Send report to me next to the subscription of the report that you want to send.

    • To send the report to all subscribers, click Actions > Send report to all subscribers next to the subscription of the report you want to send.

Related topics

Unsubscribing reports

You can unsubscribe reports.

To unsubscribe a report

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity drop-down.

  4. On the Report Subscriptions tab, click Actions > Unsubscribe next to the report subscription that you want to end.

  5. In the Unsubscribe Report dialog, confirm the prompt with Yes.

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