Role Change

Create a workflow

1. Go to Workflow > Add Workflow.

   

2. On the add workflow screen, enter the following details:

   

   • Workflow Name: Enter a Workflow Name.

   • Workflow Type: Choose Workflow Flow Type as Event-Based Certification. 

   • Workflow For: Choose Role Change from the drop-down.

3. Click ADD and workflow is created.

Edit Workflow for Role Change

1. Select a workflow and click View/Edit Workflow from the Workflows screen. 

   

2. The Configuration screen appears.

   

3. Fill in the following information:

   • Workflow name: You can still edit the workflow name.

   • Allow Terminate User in Campaign Review: Check the box to enable the user's termination in a campaign review.

   • Allow Multi-select User option in Campaign Review: Select this box to select multiple users for a campaign. Check boxes against each user will be displayed in the review list. If you uncheck this box, check boxes against each user will be disabled.

   • Immediate Fulfillment Certification: Select this option if you want the fulfilment immediately after completing the campaign.

   • View Entitlement Review: It is already selected by default.

   • Number of users to be listed in review email: Please specify the number of users listed in the email notification to a reviewer.

   • Schedule Workflow: Select this check box to schedule a campaign periodically, that is, weekly, monthly, etc., with the date and time set.

   • Automatic fulfilment:  Select this option if you want the system to act on the fulfilment process when access is revoked automatically.

   • Perform Suspend operation: Select this option to suspend access when access is revoked.

   • Perform Delete operation: Select this option to delete access when access is revoked.

4. Click Save.

Add a Target 

1. Navigate to Target.

   

2. Review all roles: Select the box to review all roles.

3. Click Add Target.

   

4. Select a target role from the drop-down.

5. Review users having membership of Role: Check the box if all the users under this role have to be reviewed.

   

6. Review users with attribute: Check the box if you wish to review users with the attribute.

7. Choose the conditions against it. The name will be available by adding a role attribute with the condition 'Equals to, not Equals to, starts with, ends with, Contains', and a text field for the Attribute value.

8. Match all conditions: Check the box to match the selected conditions.

9. Click ADD.

Add a Reviewer

1. Click Reviewers to add a reviewer.

   

2. Click Add Reviewer.

   

3. Enter the name of the Reviewer. Reviewer Type is a pre-populated field.

4. Step Duration: Set the number of days after which the automatic option of Retain or Revoke will be applied.

5. Action to be taken when step duration exceeds: Enter the action to be taken when the step duration exceeds the number of days. Either Auto-Retain or Revoke.

6. If the user’s manager does not exist: Choose Auto Retain or Revoke if manager does not exist.