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Identity Manager 9.2.1 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships 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 data
Managing departments 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 Appendix: Attestation conditions and approval policies from attestation procedures

Assigning other managers to my identities

You can assign other managers to the identities for which you are responsible.

To assign a new manager to an identity

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity that you want to assign to a new manager.

  4. In the Edit Identity Data pane, click Assign to new manager.

  5. On the Shopping Cart page, click Edit next to Assign new manager.

  6. In the New manager assignment pane, in the New manager menu, select the manager you want to assign to the identity.

  7. (Optional) If the identity for which you are selecting a new manager already has entitlements or products assigned, they are removed or unsubscribed by default on the effective date. If you want the identity to retain these entitlements or products when transferring to the new manager, clear the check boxes next to the respective entitlements and products.

  8. (Optional) In the Reason field, enter why you are assigning a new manager.

  9. (Optional) In the Priority menu, select the priority.

  10. (Optional) To specify from when the new manager is responsible for the identity, enter the date in the Valid from field. If you leave the field blank, the change of manager will be carried out immediately after the new manager is approved.

  11. Click Save.

  12. On the Shopping Cart page, click Submit.

    NOTE: On the Pending Requests page, your request to change managers is presented to the new manager to be granted or denied approval (see Approving new managers' pending requests). After the new manager approves this requests, the new manager is assigned.

Related topics

Creating passcodes for my identities

If identities, for which you are responsible, have forgotten their password for logging into the Web Portal and the passwords cannot be reset with the question and answer feature, you can create passcodes for them. With this passcode, identities can log on to the Password Reset Portal once and for a limited time.

To create a passcode for an identity

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity for which you want to create the passcode.

  4. In the Edit Identity Data pane, click Create passcode.

    The generated passcode and its validity are displayed in a dialog.

  5. Note or copy the code and have it sent to the identity.

Creating reports about my identities

You can create the following reports on identities:

  • Reports on individual identities

  • Reports on a specific identity that reports directly to you

  • Reports on all identities that report directly to you

  • Reports on rule violations by identities that report directly to you.

  • Reports on user accounts assigned to identities that report directly to you

To create a report on an individual identity

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity for which you want to create a report.

  4. In the Edit Identity pane, click (Actions) > Download report.

To create a report on identities that report to a specific identity

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click the identity to create a report on the identities who report directly to them.

  4. In the Edit Identity section, click (Actions) > Download report on identities who report directly to this identity.

To create a report on all identities that report directly to you

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click (Actions) > Download report on identities who report directly to you.

To create a report on rule violations by identities that report directly to you

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click (Actions) > Download report on rule violations by identities who report directly to you.

To create a report on user accounts assigned to identities that report directly to you

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Identities.

  3. On the Identities page, click (Actions) > Download report on user accounts of identities who report directly to you.

Managing my identities' memberships

Identity assignments to company structures and entitlements are enabled through membership in the respective company structures. For example, if an identity is going to be assigned to a particular department, it must first have membership in that department.

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