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Take a tour of IdentityNow's user pages

Take a tour of IdentityNow's user pages

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.png The 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.png The Request Center lets you add apps to your Launchpad.
4.png The Approvals tab is for access request reviewers to complete their reviews.
5.png Task 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.png Certifications is for reviewers at organizations that have Certifications enabled.
7.png

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.png If 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.

 

 

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, including sign-offs.
  • The number of active certification campaigns you have.
  • 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.
6.png

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.
7.png

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.
8.png

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.png The Search field lets you search for apps. This is especially helpful if you have a large number of apps.
2.png Each tile represents an app that you can work with in IdentityNow.
3.png Drop-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.png The key icon indicates you need to provide account or authentication information before you can automatically sign in.
info.png The 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.png A Shared Password Group is a list of apps and sources that use the same password.
2.png Click Update to update the password for all the apps and sources in this list.
3.png Unshared Password Apps contains a list of all the apps and sources that don't share a password.
4.png You can change the passwords for Unshared Password Apps individually, without impacting other apps' passwords.

 

Request Center

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.png The name of the app displayed on the app card.
3.png

A description of the app displayed on the app card.
4.png When 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

1.png

Click the Roles tab to view and request access to roles.
2.png The name of the role displayed on the roles card.
3.png

The description of the role displayed on the roles card.
4.png Click 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

TakeAtour_MyRequests.png

 

1_30px.png

Click the My Requests tab to view the details and status of your access requests.
2_30px.png Request card with general information about the request
3_30px.png Click on a comment bubble to read comments entered about the request by reviewers. 
4_30px.png Clicking on a request card opens the Request Status Tracker that includes workflow information and details about the request.
5_30px.png Click Workflow to see details and status for each step in the workflow.
6_30px.png Click Details to see general information about the request.

 

 

Approvals

You can view details, leave comments, and approve or deny access requests from the Approvals Menu.

Requested Items

This tab allows you to view access requests that require your approval.

1.png

Click the Requested Items tab to view pending approvals that require your decision.
2.png The name of the requested access item is displayed on the card, as well as details about the request, including Date requested, Requested by, and Recipient.
3.png

Click the card to open details about the access request.
4.png The Details tab includes the following details about the request: Description, Type, App Owner, and Created.

The Comments tab includes any comments associated with the access request.
Click the reassign icon to reassign the request to someone else.
Click Approve to approve the request.
Click Deny to deny the request. Type a comment describing the reason for the denial if prompted.


Reviewed Items

This tab allows you to view items you've already approved or denied.

1.png

Click the Reviewed Items tab to view your completed approvals.
2.png The name of the access item is displayed on the card, as well as details about the request, including Date requested, Requested by, and Recipient.
3.png

You will see Approved or Denied displayed in the bottom right corner, depending on your decision.
4.png Click the card to open details about the access request approval or denial.
 

The Details tab includes the following details about the request: Description, Type, App Owner, and Created.
 

The Comments tab contains any comments associated with the access request, from requester comments to your approval comments.

 

Task Manager

The Task Manager lists accounts that your admin needs you to create or modify on a source.

task_mgr_tour.png

1.png The Pending tab lists the tasks you still have to complete.
2.png The Completed tab lists tasks you've already completed.
3.png Items in the Task column are the tasks you have to complete.
4.png The Sources column contains the name of the source(s) related to the task.
5.png The Identity column contains the user name of the identity you're modifying the account for. Click the identity to see additional details.
6.png The Account column contains the name of the Account related to the task.
7.png The Created column contains the date the task was created and assigned to you.
8.png Click the arrow to Reassign a task to someone else. 
9.png Click the checkmark to mark a task as Complete.
419367_10.png The Column Chooser allows you to select which columns you want to see in your Task Manager display.

 

[New Experience] Certifications

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

1.png The Toggle allows you to switch between the New and Classic experience during Open Beta.
2.png This tab allows you to view either your Active or Completed certifications.
3.png The cards represent each certification campaign you're reviewing and display the Name, Progress, Due By date, and Owner of the campaign. You can click the card for additional details about the campaign, or click Continue to get right to work on it.
4.png This menu displays additional details about a certification campaign. In addition to what's displayed on the card, you can see a brief Description of the campaign, the date it was Created, and the Email of the campaign owner.  You may also Continue from this menu to work on your certification campaign.

 

certs_tour_with_access_button.png

1.png You can view the name and description of your campaign here, and click More Details to open the details menu if needed.
2.png Remaining contains the identities you still need to certify. Review them by selecting a name.
3.png Click an identity to review their access.
4.png Click View as Access to review and complete the campaign based on access items instead of identities. 
Click Options here to view a menu of details about the identity.
This column allows you to select and review items in bulk.
This column shows you the Name of the entitlement being reviewed. You can click on any access item to view more details about it.
This column provides a Description of the access item being reviewed.
clipboard_image_15.png This column shows the Account Name of the identity being granted the access item.
This column shows the Source of the access item being reviewed.
This column shows any Flags associated with the access item being reviewed, such as New Access or Privileged.
The Decision column is where you make your decision by clicking the Approve or Revoke icon.
Click Columns to customize the columns in your display.

Context Menu

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

drop down menu.png

1.png Update 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.
2.png

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.png Preferences lets you change your phone number and specify your preferred strong authentication method.
5.png Help takes you to the main page of documentation for IdentityNow.
6.png Sign out of IdentityNow.

 

For more information, see:

Version history
Revision #:
11 of 11
Last update:
3 weeks ago
Updated by:
SailPoint Employee
 
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