Take a tour of IdentityNow's user pages

Version 32

    You might be able to see a number of pages when you sign in to IdentityNow. The pages you see depend on the configuration of your site.

    Prerequisites

     

    • Register with IdentityNow
    • Sign in successfully at least once

     

    IdentityNow's Main Menu

     

    You might see a number of different options on the IdentityNow's main page.

     

    nav bar.png

     

    1.png

    The Home page, or Dashboard, contains useful panels where you can track your work.

     

    Some users might see the Launchpad when they first sign in. These users can access the Home page by clicking Dashboard in the drop-down menu under their names.

    2.pngThe Passwords tab allows you to manage the passwords for your apps and sources. This page is the same as you would see in the Password Management link in the context menu under your name.
    3.pngThe Request Center lets you add apps to your Launchpad.
    4.pngThe Approvals tab is for access request reviewers to complete their reviews.
    5.pngTask Manager lets you manage provisioning tasks that were assigned to you by an administrator. You can only see this page if your site has provisioning enabled.
    6.pngCertifications is for reviewers at organizations that have Certifications enabled.
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    The context menu next to your name lets you access help, update your passwords, change your preferences, and sign out of the application.

     

    If you need to access your apps for any reason, you can access them by clicking App Manager in this drop-down menu.

     

    NOTE: If your site has a Passwords tab, you can edit your IdentityNow password from that page.

    dashboard icon.pngIf your site has SSO, you'll see the Dashboard icon in the main menu.

     

    Home Page or Dashboard

     

    For users who don't have Single Sign-On, this is the main screen in IdentityNow. From here, you can see a variety of panels that can help you track your work and access.

     

    If your site has SSO, you'll see the Launchpad instead of the Home page. If this is the case, you can access this page by clicking the Dashboard icon beside your name.

     

    NOTE: The colors of the dashboard might not match the rest of your site if someone has applied custom branding.

     

     

    1.png

    In the My Requests panel, you can see:

    • Pending requests - The number of requests you've made that haven't been approved or denied.
    • Last request - The icon of the app you requested last, along with the date of the request.

     

    Clicking this panel will take you to the the Request Center.

    2.png

    In the My Passwords panel, you can see:

    • Managed passwords - The number of passwords for apps and other systems that IdentityNow manages.
    • The number of passwords that will be expiring soon.

     

    Clicking this panel will take you to the Passwords tab.

    3.png

    In the My Certifications panel, you can see:

    • Pending decisions - The number of items that still need to be reviewed within all of your certifications.
    • The number of active certification campaigns you have.
    • Whether you need to sign off on any certifications.
    • The number of days until the soonest certification is due. If a certification is overdue, this number will say how many days the certification is overdue.

     

    Clicking this panel will take you to the Certifications tab.

    4.png

    In the My Approvals panel, you can see:

    • Pending approvals - The number of requests you still need to review.
    • The total number of requests you've approved.
    • The total number of requests you've denied.

     

    If you don't have any requests to review, this panel is not visible.

     

    Clicking this panel will take you to the Approvals tab of the Request Center.

    5.png

    The widget selector menu allows you to choose which widgets you'd like to see on your dashboard.

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    In the My Tasks panel, you can see:

    • Pending tasks - The number of provisioning tasks you still need to complete.

     

    Clicking this panel will take you to the Task Manager.

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    In the My Access panel, you can see:

    • Access Items - This is the combined number of access items you have and includes accounts, entitlements, roles, access profiles and applications. If you have more than 10 access items, the panel will show 10+ access items. If you have 10 or less access items, the panel will show the exact number of access items you have.
    • Employment status - Your administrator might have configured access for you based on your status within the company. If they've configured this, your status will display here.
    • The number of accounts on external systems you have.

     

    Clicking this panel will take you to the My Access tab, where you can view the following:

    • Details - The details of your account.
    • Accounts - Information about each of your accounts.
    • Entitlements - Information about the entitlements you have been granted.
    • Roles - Information about the roles you have been granted.
    • Access Profiles - Information about the access profiles you have been granted.
    • Apps - Information about the apps you have access to.
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    In the My Team panel, you can see:

    • Direct reports - The number of people who report to you.
    • Manager - The name of your manager.

     

    Clicking this panel will take you to the My Team tab, where you can view the following:

    • A list of your team members.
    • Details, Accounts, Entitlements, Roles, Access Profiles, and Apps for each individual team member when you click their name.

     

    NOTE: The team list does not support more than 250 direct reports.

    Launchpad or App Manager

     

    If your site has Single Sign-On, you'll see this when you sign in to IdentityNow. Here, you can launch your apps or change your passwords. If your site doesn't have SSO, you can access this page to change your passwords by clicking App Manager in the drop-down menu under your name.

     

    launchpad tour.png

    1.pngThe Search field lets you search for apps. This is especially helpful if you have a large number of apps.
    2.pngEach tile represents an app that you can work with in IdentityNow.
    3.pngDrop-down menus on an app tile contain access to the Update Password and Remove App buttons. They also sometimes include quick links to specific pages within the app's website.
    key.pngThe key icon indicates you need to provide account or authentication information before you can automatically sign in.
    info.pngThe information icon indicates you need to accept a usage agreement before you can use the app.

     

    Passwords

     

    If your site has Password Management, you'll be able to see a Passwords tab. You can use this tab to view your password groups. You can also change the password you use for IdentityNow using the Context Menu under your name.

     

    tour of passwords tab.png

     

    1.pngA Shared Password Group is a list of apps and sources that use the same password.
    2.pngClick Update to update the password for all the apps and sources in this list.
    3.pngUnshared Password Apps contains a list of all the apps and sources that don't share a password.
    4.pngYou can change the passwords for Unshared Password Apps individually, without impacting other apps' passwords.

     

    Request Center

    The new Request Center experience is currently in Early Access. Please keep the Early Access Terms and Conditions in mind while using this feature.

     

    You can view apps and request access to access profiles and roles from the Request Center.

     

    Applications

    1.png

    Click the Applications tab to view and request access to apps.

    2.pngThe name of the app displayed on the app card.
    3.png

    A description of the app displayed on the app card.

    4.pngWhen you've already added an app to your Launchpad or App Manager, you will see the Added icon.

    Click Request to request access to the app.

    Click the card to open the request details.
    A description of the app.
    The type of access item.

    The owner of the App.

     

    NOTE: This field can be blank.

    The date the app was created.

    Click Request to request access to the app from the details.

    The request details open when you click Request in either the card or the app details.
    The right menu lists the access profiles contained within the app.

    Under Requesting For, select Myself or Others depending on who the access is for.

     

    NOTE: Apps cannot be requested on behalf of others, but the access profiles within them can.

    If requesting for others, enter their name(s) here.
    Add any comments about the app or access profile you're requesting.
    Click Submit.

     

    Roles

     

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    Click the Roles tab to view and request access to roles.

    2.pngThe name of the role displayed on the roles card.
    3.png

    The description of the role displayed on the roles card.

    4.pngClick Request to request access to a role for yourself or others.
     

    When you have already been granted access to a role, you will see the Added icon.

    The request details open when you click Request.

    Under Requesting For, select Myself or Others depending on who the access is for.

    Add any comments about the role you're requesting.

    Click Submit.


    My Requests

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    Click the My Requests tab to view the details and status of your access requests.

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    The name of the role or access profile is displayed on the card.

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    The date the access was requested.

    4.png

    The recipient of the access.

    Click the comments icon to open the Comments tab of the request details and view any comments about the access item.

    The status of the access request: Pending Approval, Approved, Denied, or Contact Helpdesk.

    Click the card to open the Details tab containing details about the access item.

    A description of the access item.

    The type of access item: Application, Access Profile, or Role.

    The date the request was created.

    Click the Comments tab to view any comments about the access item.

     

    Approvals

     

    If your site has the Access Request service enabled, users who review access requests can see the Approvals tab. Here, they can review access requests and see the requests they've already completed.

     

    approvals screen.png

     

    1.pngThe Approval Items tab is where you can review the access requests assigned to you and see the number of requests you have to complete.
    2.pngSee the requests you've approved or denied on the Completed tab.
    3.pngSearch your pending approvals.
    4.pngEach request tile displays the name of the person the access would be granted to, as well as the access being requested.
    5.pngEach tile also contains a brief description of the access.
    6.pngThe Requested line displays how long it has been since the item was requested.
    7.pngThe Requested line also displays the person who requested the access.
    8.pngYou can see who owns the access in case you need to contact that person for more information.
    9.pngThe Approve and Deny buttons are where you make your decision as to whether the user should have the access or not.
    10.pngIf you determine you are not the right person to review this request, you can forward it to another reviewer.

     

    Task Manager

     

    The Task Manager lists accounts that your admin needs you to create or modify on a source. You'll only see this tab if you have Provisioning enabled for your site.

     

    task manager tour.png

     

    1.pngThe To Do tab lists the tasks you still have to complete.
    2.pngThe Completed tab lists tasks you've already completed.
    3.pngItems in the Name column describe the task you have to complete.
    4.pngThe User Name column contains the user name of the identity you're modifying the account for.
    5.pngThe Created column contains the date the task was assigned to you.

     

    Certifications

     

    From the Certifications screen, you can see certifications that are currently assigned to you and view your completed certifications.

     

    certifications tour.png

     

    1.pngThe Active tab displays your in-progress certifications.
    2.pngThe Completed tab displays the certifications you've already completed.
    3.pngThe Name column shows the certifications assigned to you. In some cases, you might see more than one certification in this list. This might be because certifications that are reassigned to you from another reviewer display in a separate row from your original certifications.
    4.pngIf a certification was reassigned to you from another reviewer, this information appears after the name of the certification. You can see who the original reviewer was.
    5.pngThe Due Date column contains the date the certifications need to be completed by.
    6.pngDays Left contains the number of days remaining until the certification needs to be completed.
    7.pngThe Users Left column displays the number of users that you still need to review.
    8.pngAction contains a button allowing you to start or continue your certifications.

     

    Context Menu

     

    If you click the carat next to your name, you can see the following options:

     

    drop down menu.png

    1.pngUpdate your IdentityNow password. This might change your network password, or the password you use to sign in to your workstation. If you don't see this option, you can edit your IdentityNow password from the Passwords tab.
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    Password Manager lets you see each password group and manage your passwords for your apps. If you don't see this option, you can manage your passwords from the Passwords tab.

    3.png

    The App Manager, also known as the Launchpad, lets you manage your apps.

     

    NOTE: If your site has SSO, you won't see App Manager in this list.

    4.pngPreferences lets you change your phone number and specify your preferred strong authentication method.
    5.pngHelp takes you to the main page of documentation for IdentityNow.
    6.pngSign out of IdentityNow.

     

    For more information, see: