Below are the training topics you need to manage users in ISIM and view reports in OTCnet. Click Expand All to view all resources for your role, or click the arrow next to a module to view the lesson(s) and resources. You can choose to view Web Based Training (WBT) modules, certificates are assigned for critical tasks and are noted by the certificate icon 
. You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training.
| 1.1 OTCnet Overview | PJA | Video |
|---|---|---|
| OTCnet Overview |
| 2.1 Start and Stop the OTCnet Local Bridge (OLB) Application |
PJA | Video |
|---|---|---|
| Start and Stop the OTCnet Local Bridge (OLB) Application |  |
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| 2.2 Request Your OTCnet Access |
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| Self-Register/Create an Account in SailPoint IIQ | |
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| Request Your OTCnet Access in SailPoint IIQ | |
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| 2.3 Log In to OTCnet Online |
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| Log In to OTCnet Online | |
| 3.1 Create a User Identity |
PJA | Video |
|---|---|---|
| Create a User Identity in SailPoint IIQ | |
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| 3.2 Add or Remove User Access |
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| Add User Access in SailPoint IIQ | |
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| Remove User Access in SailPoint IIQ | |
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| 3.3 Approve or Deny User Access Request |
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| Approve or Deny User Access Requests in SailPoint IIQ | |
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| 3.4 Import User Identity to OTCnet |
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| Import User Identity to OTCnet | |
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| 3.5 Add or Remove an Endpoint/Role for a User |
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| Add an Endpoint/Role for a User in OTCnet | |
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| Remove an Endpoint/Role for a User in OTCnet | |
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| 3.6 Approve or Reject an Endpoint/Role Request |
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| Approve or Reject an Endpoint/Role Request in OTCnet | |
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| 17.2 View a Security Report | PJA | Video |
|---|---|---|
| View Security Reports: Users by Access Group (FI) | |
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| View Security Reports: Users by Access Group (FPA) | |
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| View Security Reports: User Information | |
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| View Security Reports: Users by Role (FI) | |
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| View Security Reports: Users by Role (FPA) | |