If you are a manager, resource owner or other user delegated the ability to respond to access business requests submitted by people within your organization, EmpowerID routes the access their request to you, creating a task for you to complete. This topic demonstrates how to interact with those tasks from your Tasks To Do view, approving or rejecting the access requests associated with themthe My Tasks app.
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If your organization has configured EmpowerID for email approvals, you can approve access requests directly from your email client. This is advantageous in situations where you are not logged in to EmpowerID. For more information, see see Responding to Email Requests. |
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Respond to
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business requests
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From the
Navigation SidebarEmpowerID navbar, expand
Tasks and Requests
, then Workflow Tasks, and click Tasks and select My Tasks App.
Image AddedIn My Tasks, click My Requests and then select To Do.
If there is an Access Request awaiting your action, it appears in the grid.
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Click the drop-down arrow beside the request. This allows you to view more detailed information about the request as well as make a decision to approve or reject the request.
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To approve or reject the request, click the Decision Selection drop-down and then click the appropriate response. In our example, we are approving the request.
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This adds your decision to the shopping cart. Click the cart, type a reason for the decision, and then click Submit.
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After EmpowerID processes the operation, click the Tasks Completed node in the Navigation Sidebar.
The request you just approved appears.
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Click the drop-down button for the request and then click the task link.
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This directs you to the View page for the task. This page allows you to view the details of the task, including who initiated the request, who approved and what resources were affected.
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Image AddedIn the Request View, click the Pending Item link for the request to which you want to respond.
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This opens the Card view for the task. From here you can view details about the pending request, including:
Where your task is in the approval process
Delegate your task to other people within your organization for approval or rejection
Approve the request
Reject the request
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n<div class =\"bd-example\">\r\n<div class=\"accordion\" id=\"accordionExample\">\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingOne\">\r\n <button class=\"accordion-button\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseOne\" aria-expanded=\"true\" aria-controls=\"collapseOne\">\r\n Delegate Approval\r\n </button>\r\n </h2>\r\n <div id=\"collapseOne\" class=\"accordion-collapse collapse show\" aria-labelledby=\"headingOne\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To delegate approval tasks to other people, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Delegations</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Delegate</b> icon and select <b>Assign this Task</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/MyTasks_DelegationsAssignThisTask.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Enter the name of the person to whom you want to assign the task and then click the tile for that person.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/MyTasks_DelegationsPickperson.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Click <b>Assign this Task</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/MyTasks_DelegationsPickPerson_AssignTask.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Expand the <b>Plus (+)</b> symbol beside the delegation type you just made. In this example, the delegation type is <b>Item</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/MyTasks_Delegations_ViewDelegations.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <p>You should see the new delegation.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/MyTasks_Delegations_DelegationsDetails.png\" style=\"padding: 10px;max-height: 300px\"/></p> </ol>\r\n <p class = \"bd-callout bd-callout-info\">You can view and assign delegations from the <b>Overview</b>\r\n and <b>Process Steps</b> tabs as well.</p>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingTwo\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseTwo\" aria-expanded=\"false\" aria-controls=\"collapseTwo\">\r\n Delegate Approval\r\n </button>\r\n </h2>\r\n <div id=\"collapseTwo\" class=\"accordion-collapse collapse show\" aria-labelledby=\"headingTwo\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To delegate approval tasks to other people, do the following:</p>\r\n <ol>\r\n <li>Click the <b>Add</b> button in the grid header.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/eligibility-resourcesmemberseligibletorequestasactor-addnewbtn.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Fill in the fields of the Assignment Information pane:\r\n <ul>\r\n <li><b>Assignment Type</b> – Select <b>Direct</b> or <b>Location</b>.</li>\r\n <li><b>Eligibility Type</b> – Select <b>Eligible</b>, <b>PreApproved</b>, or <b>Suggested</b>.</li>\r\n <li><b>Resource Type</b> – Search for and select the type of resource corresponding to the resource for which you are granting eligibility. For example, if you want to grant eligibility for a specific Management Role, you select <em>Management Role</em> as the resource type.</li>\r\n <li><b>Enter a ⟨Resource Type⟩Name to Search</b> – for and select the specific resource to which members of the group are eligible to request. The resource must match the resource type or it will not appear when searching. For example, if you select <em>Management Role</em> as the <em>resource type</em>, you can only search for Management Roles.</li>\r\n </ul>\r\n <li>After entering your information, click <b>Save</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/Eligibility-AssignmentPaneSubmit-Group.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Repeat steps 2 and 3 to add other eligibility assignments as needed.</li>\r\n <li>When ready, close the Assignment Information pane and click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/eligibilityassignmentssubmit.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingThree\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseThree\" aria-expanded=\"false\" aria-controls=\"collapseThree\">\r\n Approve Request\r\n </button>\r\n </h2>\r\n <div id=\"collapseThree\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingThree\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To approve requests do the following:</p>\r\n <ol>\r\n <li>Click the <b>Add</b> button in the grid header.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/Eligibility-ResourcesMembersMayNotRequest-AsActor.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Fill in the fields of the Assignment Information pane:\r\n <ul>\r\n <li><b>Mode</b> – Select <b>Direct</b> or <b>Location</b>.</li>\r\n <li><b>Eligibility Type</b> – Select <b>Eligible</b>, <b>PreApproved</b>, or <b>Suggested</b>.</li>\r\n <li><b>Resource Type</b> – Search for and select the type of resource corresponding to the resource for which you are granting eligibility. For example, if you want to grant eligibility for a specific group, you select <em>Group</em> as the resource type.</li>\r\n <li><b>Enter a ⟨Resource Type⟩Name to Search</b> – for and select the specific resource to which members of the group are eligible to request. The resource must match the resource type or it will not appear when searching. For example, if you select <em>Group</em> as the <em>resource type</em>, you can only search for groups.</li>\r\n </ul>\r\n <li>After entering your information, click <b>Save</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/Eligibility-AssignmentPaneSubmit-Group.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Repeat steps 2 and 3 to add other eligibility assignments as needed.</li>\r\n <li>When ready, close the Assignment Information pane and click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/eligibilityassignmentssubmit.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingFour\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseFour\" aria-expanded=\"false\" aria-controls=\"collapseFour\">\r\n Reject Request\r\n </button>\r\n </h2>\r\n <div id=\"collapseFour\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingFour\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To reject requests do the following:</p>\r\n <ol>\r\n <li>Click the <b>Add</b> button in the grid header.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/Eligibility-WhoIsEligibleToRequestAsResource-NewBtn.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Fill in the fields of the Assignment Information pane:\r\n <ul>\r\n <li><b>Mode</b> – Select <b>Direct</b> or <b>Location</b>.</li>\r\n <li><b>Eligibility Type</b> – Select <b>Eligible</b>, <b>PreApproved</b>, or <b>Suggested</b>.</li>\r\n <li><b>Which Type of Assignee for this Policy</b> – Search for and select the type of resource corresponding to the resource for which you are granting eligibility. For example, if you want to grant all members of a specific group eligibility, you select <em>Group</em> as the resource type.</li>\r\n <li><b>Select ⟨Resource Type⟩ Name to Search</b> – Search for and select the specific assignee eligible for access to the group. The assignee must match the assignee type or it will not appear when searching. For example, if you select <em>Group</em> as the assignee type, you can only search for groups.</li>\r\n </ul>\r\n <li>After entering your information, click <b>Save</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/Eligibility-AssignmentPaneSubmit-Group.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Repeat steps 2 and 3 to add other eligibility assignments as needed.</li>\r\n <li>When ready, close the Assignment Information pane and click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/eligibilityassignmentssubmit.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n ","javascript":"","css":""} |
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