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Identity Manager 8.2.1 - Web Portal User Guide

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

Managing system entitlement memberships

As soon as a system entitlement has been assigned to an identity using a corresponding user account, the identity becomes a member in the system entitlement.

Detailed information about this topic

Displaying system entitlement memberships

You can display which identities are assigned to certain system entitlements.

To display memberships

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click System entitlements.

  3. In the list, click the system entitlement whose memberships you want to display.

  4. In the Edit System Entitlement pane, click the Memberships tab.

  5. (Optional) To display all memberships that were created directly in the selected system entitlement, click Direct memberships.

  6. (Optional) To display all memberships created by inheritance from child system entitlements, click Inherited memberships.

Analyzing assignments to system entitlements

You can see how a system entitlement assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click System entitlements.

  3. On the System Entitlements page, click the system entitlement whose memberships you want to display.

  4. In the Edit System Entitlement pane, click the Memberships tab.

  5. On the Memberships tab, click Direct memberships or Inherited memberships.

  6. Next to the appropriate membership, click View assignment analysis.

Assigning identity system entitlements

You can assign system entitlements to identities. You do this through requests.

To assign a system entitlement to an identity

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click System entitlements.

  3. On the System Entitlements page, click the system entitlement to which you want to assign an identity.

  4. In the Edit System Entitlement pane, click the Memberships tab.

  5. On the Memberships tab, click Request memberships.

  6. In the Select Identities pane, select the check box next to the identity you want to assign to the system entitlement.

  7. Click Apply.

  8. Close the Edit System Entitlement pane.

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

  10. On the Shopping Cart page, click Submit.

    Once the request has been granted approval, the identity is assigned to the system entitlement.

To re-add an excluded member

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click .

  3. In the pane, click the Memberships tab.

  4. On the Memberships tab, click Excluded members.

  5. Select the check box in front of the identity you want to add again as a member.

  6. Click Remove exclusion.

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