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Identity Manager 9.2.1 - Web Portal User Guide

General tips and getting started

Displaying the address book Logging in and out

Creating a new user account Logging in Logging in to the Password Reset Portal Logging out

The user interface layout

Home Header Menu bar

Report subscriptions management

Subscribing to reports Editing report subscriptions Sending reports from report subscriptions Unsubscribing reports

Changing the user interface theme Enabling/disabling email notifications Editing your profile information Displaying your own processes Managing password questions

Creating password questions Editing password questions Deleting password questions

Changing passwords Navigation and use

Simple navigation Search

Context searching

Opening help

Custom filter conditions

Switching languages Displaying connection data

Managing reports

Creating reports Editing reports Disabling/Enabling reports Deleting reports Generating reports

Setting up and configuring request functions

Displaying shops Creating shops Editing shops

Editing shop details Managing shop shelves

Displaying shop shelves Creating shelves for shops Editing shop shelves

Editing shelf details

Deleting shop shelves

Manage access to requestable products in Shops

Displaying members of shops Adding members to shops Removing members from shops

Managing requestable products in shops

Displaying requestable products Adding products to shelves Removing products from shelves

Managing service categories

Displaying service categories Creating service categories Editing service categories Deleting service categories

Managing service items

Displaying service items Editing service items

Managing product bundles

Displaying product bundles

Displaying products in product bundles

Creating product bundles Copying product bundles Editing product bundles

Adding products to product bundles Editing product request parameters in product bundles Removing products from product bundles

Sharing product bundles

Stop sharing product bundles

Deleting product bundles

Requesting products

Adding products to the shopping cart Managing products in the shopping cart

Displaying the shopping cart Removing products from the shopping cart Setting the validity period of products in your shopping cart Specifying the priority of products in your shopping cart Giving reasons for requests Checking the shopping cart Requesting products in the shopping cart for multiple identities Deleting shopping carts

Submitting requests Accepting terms of use when making a request Requesting for other identities or subidentities Displaying and requesting other identity’s products

Requesting products through reference users Requesting products through peer groups

Requesting using product bundles Requesting privileged access Requests for Active Directory groups

Requesting new Active Directory groups Requesting changes to Active Directory groups Requesting deletion of Active Directory groups

Requesting new SharePoint groups

Managing the Saved for Later list

Saving products for later Displaying Saved for Later list Requesting products on the Saved for Later list Removing products from the Saved for Later list Deleting the Saved for Later list

Pending requests

Displaying pending requests

Displaying pending request history Displaying pending request entitlements Displaying rule violations of pending requests

Approving and denying requests

Decision guidance for request approvals Approving pending requests from newly created Active Directory groups Approving pending requests from newly created SharePoint groups Approving new managers' pending requests

Appointing other approvers for pending requests

Rerouting approvals of pending requests Appointing additional approvers to pending requests

Removing additional approvers of pending requests

Delegating approvals of pending requests to other identities

Withdrawing delegations from pending requests

Escalating approvals of pending requests

Rejecting request approval Accepting terms of use for products requested for you Managing inquiries about pending requests

Sending inquiries about pending requests Recalling inquiries about pending requests Canceling reservations of pending requests Displaying answers to inquiries about pending requests

Displaying request history

Displaying request history Displaying request rule violations

Displaying archived requests

Displaying archived request history

Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you

Displaying request inquiries Answering inquiries about requests

Managing attestation inquiries directed at you

Displaying attestation case inquiries Answering attestation case inquiries

Managing attestations

Attestation policy settings

Displaying attestation policies

Displaying attestation policies main data Displaying attestation policy reports

Setting up attestation policies Editing attestation policies Copying attestation policies Deleting attestation policies

Starting attestation Running sample attestations Managing attestation runs

Displaying attestation policy runs

Displaying attestors of application runs Displaying attestation cases of application runs Displaying attestation run reports

Extending attestation runs

Attestation by peer group analysis Managing samples

Displaying samples Creating samples Editing samples Deleting samples

Sending attestation reminders

Sending reminders about attestation runs

Grouping attestation policies (using policy collections)

Displaying policy collections Creating policy collections Editing policy collections Disabling policy collections Deleting policy collections Assigning policy collections to attestation policies

Displaying attestation history

Displaying pending attestation case history Analyzing assignments of attested objects

My attestation cases

Displaying your attestation cases

Displaying history of your attestation cases Analyzing assignments of your objects to attest

Granting or denying my attestation cases

Undo attestation case approvals Pending attestations

Displaying pending attestation cases

Displaying entitlement loss when denying attestation cases Displaying pending attestation case history Displaying hyperviews of objects involved in attestation cases Displaying terms of use of objects to attest Displaying rule violations of objects pending attestation Displaying attestation policies for objects pending attestation Displaying and analyzing risk indexes of objects to attest Analyzing assignments of objects to attest

Approving or denying pending attestation cases Appointing other approvers for pending attestation cases

Rerouting approvals of pending attestation cases Appointing additional approvers to pending attestation cases

Removing additional approvers from pending attestation cases

Delegating approvals of pending attestation cases to other identities

Withdrawing delegations from pending attestation case approvals

Escalating approvals of pending attestation cases

Rejecting approval of attestation cases Managing inquiries about pending attestation cases

Submitting inquiries about pending attestation cases Withdrawing inquiries about pending attestation cases Revoking reserved attestation cases Displaying answers to inquiries about pending attestation cases

Managing compliance rules

Displaying compliance rules

Displaying rule violations of compliance rules Displaying mitigating controls of compliance rules Displaying compliance rule statistics Displaying compliance rule hyperviews

Displaying reports about compliance rules and rule violations Check compliance rules and find rule violations Managing rule violations

Displaying approvable rule violations Assigning mitigating controls to rule violations Granting and denying rule violation exceptions Resolving rule violations

Managing company policies

Displaying company policies

Displaying policy violations of company policies Displaying mitigating controls of company policies Displaying company policy statistics Displaying company policy hyperviews

Displaying reports about company policies and violations Managing policy violations

Displaying approvable policy violations Assigning mitigating controls to policy violations Granting and denying policy violation exceptions

Managing risk index functions

Displaying risk index functions Editing risk index functions Disabling/enabling risk index functions Starting risk index calculation manually

Responsibilities

Managing task delegations

Displaying delegations Creating delegations Canceling delegations Deleting delegations

Assigning owners to system entitlements Assigning owners to devices

My responsibilities

Managing my departments

Displaying my departments Creating your own departments Displaying and editing my department main data Copying/splitting my departments Comparing and merging my departments Restoring my departments to their previous state Managing my department memberships

Displaying memberships in my departments Analyzing assignments to my departments Adding identities to my departments Removing identities from my departments

Managing my departments' entitlements

Displaying my department entitlements Adding entitlements to my departments Deleting my department entitlements Adding/removing recommended entitlements for my departments

Displaying my departments' rule violations My departments' history

Displaying my department history Displaying the status overview of my departments Comparing statuses of my departments

Restoring my deleted departments

Managing my application roles

Displaying my application roles Creating your own application roles Displaying and editing my application roles' main data Restoring my application roles to their previous state Managing my application role memberships

Displaying memberships in my application roles Analyzing assignments to my application roles Assigning identities to my application roles Removing identities from my application roles

Displaying my application roles' rule violations My application roles' history

Displaying my application roles' history Displaying the status overview of my application roles Comparing statuses of my application roles

Managing my devices

Displaying my devices Creating your own devices Displaying and editing my devices' main data Deleting your own devices

Managing my business roles

Displaying my business roles Creating your own business roles Displaying and editing my business roles' main data Copying/splitting my business roles Comparing and merging my business roles Restoring my business roles to their previous state Managing my business role memberships

Displaying my business roles' memberships Analyzing assignments to my business roles Assigning identities to my business roles Removing identities from my business roles

Managing my business roles' entitlements

Displaying my business roles' entitlements Adding entitlements to my business roles Deleting my business roles' entitlements Adding/removing recommended entitlements for my business roles

Displaying my business roles' rule violations My business roles' history

Displaying my business roles' history Displaying the status overview of my business roles Comparing statuses of my business roles

Restoring my deleted business roles

Managing my identities

Displaying my identities Creating your own identities Comparing my identities Displaying and editing my identities' main data Displaying my identities' risk indexes Deactivating my identities

Reactivating my identities

Marking my identities as security risks

Revoking my identities' security risks

Assigning other managers to my identities Creating passcodes for my identities Creating reports about my identities Managing my identities' memberships

Analyzing my identities' membership assignments Displaying my identities' departments Displaying my identities' application roles Displaying my identities' user accounts Displaying my identities' business roles Displaying my identities' cost centers Displaying my identities' shops Displaying my identities' locations Displaying my identities' system entitlements Displaying my identities' system roles

Displaying identities' organizational charts My identities' history

Displaying my identities' history Displaying the status overview of my identities Comparing statuses of my identities

Displaying my identity requests Managing my identities' attestation cases

Displaying attestation cases of my identities Approving and denying attestation cases of my identities

Displaying my identities' rule violations

Managing my cost centers

Displaying my cost centers Creating your own cost centers Displaying and editing my cost center main data Copying/splitting my cost centers Comparing and merging my cost centers Restoring my cost centers to their previous state Managing my cost center memberships

Displaying memberships in my cost centers Analyzing assignments to my cost centers Adding identities to my cost centers Removing identities from my cost centers

Managing my cost centers' entitlements

Displaying my cost center entitlements Adding entitlements to my cost centers Deleting my cost center entitlements Adding/removing recommended entitlements for my cost centers

Displaying my cost center rule violations My cost center history

Displaying my cost center history Displaying the status overview of my cost centers Comparing statuses of my cost centers

Restoring my deleted cost centers

Managing my multi-request resources

Displaying my multi-request resources Displaying and editing my multi-request resources' main data

Managing my multi requestable/unsubscribable resources

Displaying my multi requestable/unsubscribable resources Displaying and editing my multi requestable/unsubscribable resources' main data

Managing my resources

Displaying my resources Displaying and editing my resources' main data

Managing my software applications

Displaying my software applications Displaying and editing my software applications' main data Displaying my software application owners Managing my software application memberships

Displaying memberships in my software applications Analyzing assignments to my software applications Allowing identities access to my software applications Revoking identities access to my software applications

Managing service items of my software applications

Editing service items of my software applications

Managing my locations

Displaying my locations Creating your own locations Displaying and editing my locations' main data Copying/splitting my locations Comparing and merging my locations Restoring my locations to their previous state Managing my location memberships

Displaying memberships in my locations Analyzing assignments to my locations Adding identities to my locations Removing identities from my locations

Managing my locations' entitlements

Displaying my locations' entitlements Adding entitlements to my locations Deleting my locations' entitlements Adding/removing recommended entitlements for my locations

Displaying my locations' rule violations My locations' history

Displaying my locations' history Displaying the status overview of my locations Comparing statuses of my locations

Restoring my deleted locations

Managing my system entitlements

Displaying my system entitlements Displaying and editing my system entitlements' main data Creating reports about my system entitlements Making my system entitlements requestable Specifying my system entitlement owners Managing my system entitlements' service items

Editing my system entitlements' service items

Managing my system entitlement memberships

Displaying memberships in my system entitlements Analyzing assignments to my system entitlements Assigning identities to my system entitlements Removing identities from my system entitlements

Managing my system entitlements' child groups

Display my system entitlements' child groups

My system entitlements' history

Displaying my system entitlements' history Displaying the status my system entitlements' overview Comparing statuses of my system entitlements

Managing my system entitlements' attestation cases

Displaying my system entitlements' attestation cases Approving and denying my system entitlements' attestation cases

Managing my system roles

Displaying my system roles Creating your own system roles Displaying and editing my system roles' main data Managing my system role memberships

Displaying memberships in my system roles Analyzing assignments to my system roles Assigning identities to my system roles Removing identities from my system roles

Managing my system roles' entitlements

Displaying my system roles' entitlements Adding entitlements to my system roles Deleting my system roles' entitlements Adding/removing recommended entitlements for my system roles

Displaying my system roles' rule violations My system roles' history

Displaying my system roles' history Displaying the status overview of my system roles Comparing statuses of my system roles

Managing my assignment resources

Displaying my assignment resources Displaying and editing my assignment resource main data

Managing departments

Displaying departments Creating departments Displaying and editing department main data Copying/splitting departments Comparing and merging departments Restoring departments to their previous state Managing department memberships

Displaying department memberships Analyzing assignments to departments Adding identities to departments Removing identities from departments

Managing department entitlements

Displaying department entitlements Adding entitlements to departments Deleting department entitlements Adding/removing recommended entitlements for departments

Displaying department rule violations Department history

Displaying department history Displaying the status overview of departments Comparing statuses of departments

Restoring deleted departments

Managing user accounts

Displaying user accounts Displaying and editing user account main data Managing user account memberships

Displaying user account memberships

Creating reports about user accounts

Managing business roles

Displaying business roles Creating business roles Displaying and editing business role main data Copying/splitting business roles Comparing and merging business roles Restoring business roles to their previous state Managing business role memberships

Displaying business role memberships Analyzing assignments to business roles Assigning identities to business roles Removing business roles from identities

Managing business role entitlements

Displaying business role entitlements Adding entitlements to business roles Deleting business role entitlements Adding/removing recommended entitlements for business roles

Displaying business role rule violations Business role history

Displaying business role history Displaying the status overview of business roles Comparing statuses of business roles

Restoring deleted business roles

Managing identities

Displaying identities Displaying and editing identity main data Creating identities Comparing identities Displaying and analyzing identities' risk indexes Deactivating identities

Reactivating identities

Marking identities as security risks

Revoking identities' security risks

Deleting identities Assigning other managers to identities Creating reports about identities Managing identities' memberships

Analyzing identities' membership assignments Displaying identities' departments Displaying identities' application roles Displaying identities' user accounts Displaying identities' business roles Displaying identities' cost centers Displaying identities' shops Displaying identities' locations Displaying identities' system entitlements Displaying identities' system roles

Displaying identities' organizational charts Identity history

Displaying identities' history Displaying the status overview of identities Comparing statuses of identities

Managing attestation cases of identities

Displaying attestation cases of identities Approving and denying attestation cases of identities

Displaying identities' rule violations

Managing cost centers

Displaying cost centers Creating cost centers Displaying and editing cost center main data Copying/splitting cost centers Comparing and merging cost centers Restoring cost centers to their previous state Managing cost center memberships

Displaying cost center memberships Analyzing assignments to cost centers Adding identities to cost centers Removing identities from cost centers

Managing cost center entitlements

Displaying cost center entitlements Adding entitlements to cost centers Deleting cost center entitlements Adding/removing recommended entitlements for cost centers

Displaying cost center rule violations Cost center history

Displaying cost center history Displaying the status overview of cost centers Comparing statuses of cost centers

Restoring deleted cost centers

Managing multi-request resources

Displaying multi-request resources Displaying and editing multi-request resources main data

Managing multi requestable/unsubscribable resources

Displaying multi requestable/unsubscribable resources Displaying and editing multi requestable/unsubscribable resource main data

Managing resources

Displaying resources Displaying and editing resource main data

Managing locations

Displaying locations Creating locations Displaying and editing location main data Copying/splitting locations Comparing and merging locations Restoring locations to their previous state Managing location memberships

Displaying location memberships Analyzing assignments to locations Adding identities to locations Removing identities from locations

Managing location entitlements

Displaying location entitlements Adding entitlements to locations Deleting entitlements from locations Adding/removing recommended entitlements for locations

Displaying location rule violations Location history

Displaying location history Displaying the status overview of locations Comparing statuses of locations

Restoring deleted locations

Managing system entitlements

Displaying system entitlements Making system entitlements requestable Displaying and editing system entitlements main data Specifying system entitlement owners Managing service items for system entitlements

Creating service items for system entitlements Editing system entitlement service items

Managing system entitlement memberships

Displaying system entitlement memberships Analyzing assignments to system entitlements Assigning identity system entitlements Removing system entitlements from identities

Managing system entitlement child groups

Displaying system entitlements' child groups

System entitlement history

Displaying system entitlement history Displaying the status overview of system entitlements Comparing statuses of system entitlements

Managing attestation cases of system entitlements

Displaying attestation cases of system entitlements Approving and denying attestation cases of system entitlements

Creating reports about system entitlements

Managing system roles

Displaying system roles Creating system roles Displaying and editing system role main data Managing system role memberships

Displaying system role memberships Analyzing assignments to system roles Assigning identities to system roles Removing identities from my system roles

Managing system role entitlements

Displaying system role entitlements Adding entitlements to system roles Deleting system role entitlements Adding/removing recommended entitlements for system roles

Displaying system role rule violations System role history

Displaying system role history Displaying the status overview of system roles Comparing statuses of system roles

Managing assignment resources

Displaying assignment resources Displaying and editing assignment resource main data

Opening other web applications Managing tickets

Display tickets

Displaying ticket history

Creating tickets Editing tickets Managing ticket attachments

Displaying ticket attachments Attaching files to tickets Downloading ticket attachments Creating folders for ticket attachments Deleting ticket attachments and folders

Appendix: Attestation conditions and approval policies from attestation procedures

Attesting primary departments Attesting primary business roles Attesting primary cost centers Attesting primary locations Attesting secondary departments Attesting secondary cost centers Attesting secondary locations Attesting PAM asset groups Attesting PAM asset accounts Attesting PAM assets Attesting PAM user groups Attesting PAM user accounts Attesting PAM account groups Attesting PAM directory accounts Attesting PAM accesses Attesting departments Application role attestation Business role attestation Attesting system roles Attesting locations Attesting system roles Attesting memberships in system entitlements Attesting memberships in application roles Attestation of memberships in business roles Attesting assignment of memberships in system roles Attesting device owners Attesting system entitlement owners Attesting system entitlement owners (initial) Attesting user accounts Attesting system entitlements Attesting assignment of system entitlement to departments Attesting assignment of system entitlement to business roles Attestation of system entitlement assignments to cost centers Attestation of system entitlement assignments to locations Attesting assignment of system role assignment to departments Attesting assignment of system roles to business roles Cost center system role assignment attestation Attesting assignment of system entitlements to locations Attesting assignments to system roles

Logging in

Open the Web Portal in a web browser.

To log in to the Web Portal

In the address line of your web browser, enter the web address (URL) of the Web Portal.

TIP: By default, the URL is http://<server name>/<application name>/, where <server name> is the name of the server on which the Web Portal is installed.
On the Web Portal login page, in the User name field, enter your full user name.
In the Password field, enter your personal password.
Click Log in.

Related topics

Changing passwords

Logging in to the Password Reset Portal

The Password Reset Portal helps you to change your main password, change several passwords of different user accounts, and manage your password questions.

You can log in to the Password Reset Portal in three different ways:

Use a passcode that you have received from your manager.
Answer your personal password questions.
Use your user name and personal password to log in to the Web Portal.

To log in to Password Reset Portal using an passcode

Open the Password Reset Portal URL in your web browser.

The Password Reset Portal opens.
On the login page, in the Authentication menu, select the Login with passcode option.
In the User name field, enter your user name.
In the Enter characters from the image field, enter the Captcha Code displayed.

TIP: If you cannot clearly identify the CAPTCHA code displayed, click Refresh image. A new CAPTCHA code is then generated.
Click Next.
In the Passcode field, enter your passcode.
Click Submit.

To log in to Password Reset Portal using your password questions

Open the Password Reset Portal URL in your web browser.

The Password Reset Portal opens.
On the login page, in the Authentication menu, select the Log in by answering your password questions option.
In the User name field, enter your user name.
In the Enter characters from the image field, enter the Captcha Code displayed.

TIP: If you cannot clearly identify the CAPTCHA code displayed, click Refresh image. A new CAPTCHA code is then generated.
Click Next.
In the fields, enter the appropriate answers to your password questions.
Click Submit.

To log in to Password Reset Portal using your current password

Open the Password Reset Portal URL in your web browser.

The Password Reset Portal opens.
On the login page, in the Authentication menu, select the corresponding authentication method.
In the User name field, enter your user name.
In the Password field, enter your personal password.
Click Log in.

Related topics

Logging out

When you want to finish working with the Web Portal, log off from the system.

To log off from Web Portal

In the header, click (Profile) > Sign out.
In the Log Out dialog, confirm the prompt with Yes.

Your logout was successful.

Tip: Your system may be configured to log you out automatically if you are inactive for a long period of time.

The user interface layout

The Web Portal user interface is divided into several sections:

Top - header

The header with the company logo is at the top of the screen. You can use different functions and reach different sections from here.

Top – menu bar

The menu bar is displayed horizontally in the upper part of the screen and provides different menus and submenus.

Work area

The work area changes depending on the menu you opened from the navigation.

Detailed information about this topic

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