Reviewing Access

Last updated: October 7, 2024

Background

It's review time!

You've launched your review & your assignees are ready to go through and accept and reject user access. This article guides you through that process.

Instructions

Accept or Reject - Should they stay or should they go?

Accept

  • Click the green checkmark in the “Review Action” column if the user still needs access to the app.

Reject

  • Click the red “X” in the “Review Action” column if they should no longer have access to the app. In the dropdown that pops up, select either:

    • Reject Account Access

      Select "Remove Account Access" when this user should not have access to the application and should be removed (either automatically or manually).

    • Modify Permission (Account-First Reviews Only)

      Select “Modify Permission” if the user's access should be modified, but not removed entirely. This might be a particular entitlement that they no longer need access.

      If you click on this, you'll see the possible entitlements to approve/reject. Reject the ones the user no longer needs access to and click "Complete". 

If you want to accept or reject in bulk:

  • Select the users you want to accept or reject using the checkboxes on the left.

  • At the top, click "Review Status" > "Reject Account" or "Modify Permission"

    • If "Accept": 

      • [Optional] Add a reason for approval and click "Save Note" 

    • If "Reject":

      • Select either "Reject Account" or "Modify Permission" and add Notes for Auditor (optional). If you clicked "Modify Permission", you'll need to specify which permission you're looking to modify. 

      • Click "Reject and Continue"

As you Approve or Reject access, accounts will disappear from the "Pending" tab and move into the "Reviewed" tab. We've designed this to be an inbox 0 experience - you'll know your job is done when there's no more accounts in your Pending tab! 👌

Additional Notes & FAQs

Oops! I accidentally accepted/rejected the wrong account/permission!

Click on the "Reviewed" tab at the top, click on the account(s) in question, and you'll find that you can re-review them either by clicking the "x" on the "Review Action" column or selecting accounts in bulk and clicking Reject/Accept at the top.