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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

Deleting product bundles

If there is a product bundle you do not need anymore, you can delete it.

To delete a product bundle

  1. In the menu bar, click Requests > Product bundles.

  2. On the Product Bundles page, select the check box next to the product bundle you want to delete.

  3. Click Delete.

  4. In the Delete Product Bundles dialog, confirm the prompt with Yes.

Requesting products

A request process is triggered when you request a product. Whether you are authorized to request a product depends on your role and your permissions. Managers or other authorized users can make a request for other identities in their name.

You can complete a request in three steps:

  1. Add the desired product to your shopping cart (see Adding products to the shopping cart).

  2. Verify the shopping cart and amend the product requests as required (see Managing products in the shopping cart).

  3. Submit the request (see Submitting requests).

Detailed information about this topic

Adding products to the shopping cart

To request products, first you must select them and add them to your shopping cart.

To add products to the shopping cart

  1. In the menu bar, click Requests > New request.

    This opens the New Request page and displays all the available products.

  2. (Optional) To filter which products are displayed, perform one of the following actions:

    • In the search field, enter the name of a product you want to look for.

    • Click (Filter) and, in the Filter data side panel, create a custom filter condition (see Using filters).

      • To display only products that grant access to a specific entitlement, create a custom filter condition using the Grant access to the entitlement property.

    • In the Service Categories pane, click on the service category whose products you want to display.

    The relevant products are displayed.

    TIP: If you want to change the selected service category, in the Service Categories pane, click on another service category or Root category (all products).

    If the service category contains subcategories, click (expand) next to the corresponding service category.

    To display the products of the main categories and subcategories combined, enable Include child categories.

  3. Select the check box next to the product you want to request.

    TIP: To select all the products listed, next to the Product column title, select the check box.

    To remove all products from the selection, click Deselect all.

  4. Click Add to cart.

    TIP: If you select a product that has dependent products, a dialog opens that allows you to request these products as well.

    NOTE: If you select a product that requires additional information, a corresponding side panel opens.

    The products are added to the shopping cart. Now, you can check the request and, if necessary, add to each product request (see Managing products in the shopping cart). Then send the request (see Submitting requests).

    Or you can continue working in the Web Portal to do things such as add more products.

Related topics

Managing products in the shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can delete individual product requests from the cart, add more details to them, or perform other actions.

NOTE: In certain circumstances, you may cause a request to violate rules if it allocates a specific entitlement to a business role. For example, an identity may obtain an unauthorized entitlement through this business role. In this case, the rule violation is displayed in the shopping cart.

To manage products in the shopping cart

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

  2. On the Shopping Cart page, edit the shopping cart.
    You can perform the following actions:

  3. Ensure you only have requests that you really want to submit in your cart.

    NOTE: If your shopping cart contains products that you want to request more often, make a product bundle from the shopping cart (see Managing product bundles).

    Now you can send your request (see Submitting requests).

Related topics
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