Approving Credential Requests

Owned by Phillip Hanegan
Last updated: Aug 08, 2024
3 min read

When users request access to credentials, EmpowerID routes those requests to users with the authority to approve them based on the Approval policy configuration for those credentials. Approvers receive notification of the pending request and can respond to them in the My Tasks application.

Prerequisites

Before you begin, ensure you have the following:

  • Appropriate access rights as an approver based on the configured Approval policy for the credentials.

Procedure

Step 1: Log in to the My Tasks Portal

  • Navigate to the My Tasks portal for your organization and log in using your credentials

Step 2: Locate the Business Request

  • From the To Do page of My Tasks, locate the Business Request with the credential request. To help you locate credential requests, you can filter the Business Requests that appear in the grid by searching for and selecting Personal External Credential Access from the Filter By Item Type filter.

    image-20240808-160548.png

Step 3: Review the Credential Request

  • Click the Name link for the request to open the request details.

    image-20240808-161846.png

     

  • Review the request details. This includes information about the requester, the credentials being requested, and any comments provided.

     

Step 4: Approve or Reject the Request

  • Decision Options: Based on your review, you can choose to approve or reject the request.

    • Approve: To approve the request, click the Approve button.

    • Reject: To reject the request, click the Reject button.

    • Set Duration: If needed, you can override the requested duration before submitting the request.

       

  • Submit Decision: After making your decision, ensure you submit it to finalize the action.

Expected Results

You should see the status of the request change according to your decision.

  • Approved Request: If you approved the request, the status will show as Approved. The requesting person can now check out and use the credentials for the specified duration.

     

  • Rejected Request: If you rejected the request, the status will show as Rejected. The requester will be notified of the rejection and the reason provided.

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