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Creating access approval request automation

Important

Only Organization administrators can view, configure, and run automations.

To create the automation:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation templates section, locate the Approval: Access Request template. Click the Configure button.

  3. In the Configure Approval: Access Request window, on the first screen set the following and click Next.

    • Automation name: A name for the automation.

    • Automation description: A brief description.

  4. In the Configure Approval: Access Request window, on the next screen set the following and click Next.

    • Resource Types: Select the types of resources the automation applies to.

      Important

      This automation is not available for datasets and projects.

    • Automation action label: Provide the name of the button.

  5. In the Configure Approval: Access Request window, on the next screen set the following and click Next.

    • Approval group: Specify the group of users that can approve the request. You can specify 5 levels of approvers and each level can have one designated user group. Any user from that group can approve the request.

  6. In the Configure Approval: Access Request window, on the last screen set the third-party integration as Service Now and click Save. This is where the requests are sent after final approval so that the request can be processed by the person who is authorized to grant access. If you do not wish to integrate with ServiceNow, don't select anything.

Enabling automations

Once you have setup the automation, enable it so that the access requests can start going through the process.

To enable an automation:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation section, locate the automation you want to enable and open it by clicking it.

  3. Click the Enable automation link. This option is available only for automations that have never been enabled. If you enable an automation and then disable it, it cannot be enabled again.

Disabling automations

Important

Once you disable an automation it cannot be enabled again. Any requests that are in progress will not be available for any further action.

To disable an automation:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation section, locate the automation you want to disable and open it.

  3. Click the Disable automation link.

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