Management Role Access Assignment Type Recertification Policy

The management role access assignment recertification process validates whether the access granted to a management role is still required for a valid business purpose. Certain actions must be made if access is no longer required. In other words, the management role of access recertification policy is to certify whether access granted should exist or not.

For the recertification, a recertification policy is created, a recertification audit is created, the recertification policy is added to the audit, then the audit is compiled, which generates business requests that are sent for approval.

The engine bundles the recertification items into business requests based on the object itself. Therefore in this case the management role is the bundle for the business request and the access already granted are items.

The possible decisions are generally set to certify or revoke the access assignment to resources. However, these decisions are configurable. This configuration is described under decision configuration at the end of this page.

Note: For the recertification to work in EmpowerID, certain prerequisites must exist.

Create a Management Role Access Assignment Recertification Policy

Log in to the EmpowerID Web application as an auditor or other person with the ability to configure audits.
On the navbar, expand Compliance and select Recertification.
On the Recertification page, select the Recertification Policies tab
Then click + icon to create a new Recertification Policy
The policy details page opens up.
Select policy type as ‘Management Role Membership.’
Enter any name, display name, and description.
Click on save. The recertification policy is saved successfully.

Add the target type “management role” to the policy created

Click on the '+' icon to add the target.
The attestation policy target section opens up.
Under the type dropdown, select ‘Management Role.’ Enter the name of the Management role
Click on Save.

Add the target type “location” to the policy created

Click on the '+' icon to add the target
The attestation policy target section opens up.
Under the type dropdown, select ‘Location.’
Click on Save

Add the target type “Management Role Definition” to the policy created

Click on the '+' icon to add the target
The attestation policy target section opens up.
Under the type dropdown, select ‘Management Role Definition.’
Click on Save.

Add the target type “Set Group” to the policy created

Click on the '+' icon to add the target
The attestation policy target section opens up.
Under the type dropdown, select ‘Set Group.’
Click on Save.'

Add multiple targets to the policy type “Management Role Access Assignment.”

Click on the '+' icon to add the target
The attestation policy target section opens up.
Under the type dropdown, select ‘Set Group.’
Click on Save.
Click on the '+' icon to add the target
The attestation policy target section opens up.
Under the type dropdown, select ‘Management Role Definition.’
Click on Save.

Decision Configuration

The possible decisions for management role membership recertification policy type are configurable. For configuring them we need to take the following steps.

Log in to the EmpowerID web application
On the navbar, expand IT Shop and select Approval Flow Policies.
On the Approval Flow Policies page, select the Item Type Actions tab.
Then search for Recertify Management Role Access Assignment.
Click on the Recertify Management Role Access Assignment and scroll down to select Decisions for Approval Flow Steps.
Click on the + icon to add more approval decision if needed.
As shown in the above screenshot, what happens when the approval decision is taken as
Certify - no fulfillment work flow is needed.
Revoke - Managment Role Assignement Recertification fulfillment work flow is started.
You can also edit or change the workflows that should execute as per an approval decision. Just click on the edit icon on the above image.
To see how the business requests generated are grouped for approval, we need to open the approval step selected by right click and open in new window. Here the approval step is global owner as shown in the image above. In this case it is bundled as per two rule types (resource owner and global resource owner) as shown in the image below. Therefore, based on what is configured in approval step the business requests generated will be routed to for approval.
Workflow used: When you edit the Item Type Actions named Recertify Management Role Access Assignment, you would be able to see the fulfillment workflow. For this policy type the fulfillment workflow is selected is Recertification fulfillment as shown in the image below. For the fulfillment the selected workflow is run. This workflow assignment is configurable as well. You can delete it and select another workflow if needed.

We have created the management role access assignement recertification policy and added target to it. the next step would be to creat an audit and add the management role access assignement policy to it.

Next Steps

Audit with Management Role Access Assignment Recertification Policy