Managing System Access (IdM)

The Identity Management (IdM) tool provides access to what you need to get your job done.

IdM allows you to request and manage access to systems, mailboxes, network folders/files, and applications such as SAP – for yourself, staff, and contractors.

Step-by-Step Guide

Request New Access

Use this feature to setup a request access to a system, application, mailbox, or network drive:

Select Request New Access
Use the Guide Me feature to help you narrow down your search
Click the drop down to see the options:
- File Share, SAP BI, SAP PRD, SAP HR, and Portal access
Type keywords to describe the access you are looking for
Review all available matches IdM brings up based on your search
Click on Add to Req to select the role to submit for approval
Click Submit for Approval; enter a valid business reason
Click Submit Request

Setup a Contractor Account

Use this feature to setup a new contractor(s) needing access to certain applications:

Click Setup a Contractor Account
Select New Contractor
Enter requested information
Review and acknowledge the Electronic Communications Policy
Click Submit Request

Use this feature to setup returning contractor(s) needing access to certain applications:

Click Setup a Contractor Account
Select Returning Contractor or Employee
Enter name in the Search Terms box and click Search
Verify information on the top of the screen
Enter data for required fields
Review and acknowledge the Electronic Communications Policy
Click Submit Request

Manage Your Contractor(s)

Use this feature to extend expiration dates or terminate accounts immediately:

Go to My Team and select the contractor
Select Actions – Modify Contractor
Select Options to change expiration date, terminate the account, or assign to another manager

Manage My Account(s)

Use this feature to view account settings, move roles, or manage roles access for yourself or your employees:

Click Manage My Accounts
Click Actions button to request access for yourself, your direct reports, or contractors

Model After Feature

Use this feature to model a user’s access after an existing user:

Enter name of user you wish to request access for in Add Users to Request
Select the user and remove yourself (unless you also need access)
Enter the name of the user you want to model after
Keep in mind that all roles the user has assigned will be available
Select roles that are required
Click Submit for Approval

Note

System Access

You can get the IdM homepage from the portal using the path below:

myValero > Service Center > Information Services > IdM Home