Completing an identity access review (supervisor)

To ensure security compliance or audit readiness you can perform identity access reviews to check your direct reports areas and roles access. These periodic reviews are completed by a supervisor.

1. Click Dashboard > My tasks .
2. In the My tasks list, click the identity access review that you require.

   

3. Click Continue review.
4. In the Access control section, review the access control.

   

   1. (Optional) If you want to extend the amount of time doors are unlocked (after access is granted) for cardholders with the property "extended grant time" turned on, select the Person requires extended grant time checkbox.
   2. (Optional) Enter or select an Activation date MM/DD/YYYY and time HH:MM.AM for the cardholder.
      If the activation fields are left blank the default current date and time are used.
   3. (Optional) Enter or select an Expiration date MM/DD/YYYY and time HH:MM.AM for the cardholder.
      When the expiration fields are blank, the cardholder never expires.
   4. Click Approve to approve the access control settings.
      Note: After an Activation date or Expiration date has been specified, you must include a time. Otherwise, the Approve button is disabled.
   5. (Optional) If you change your mind about the settings, you can repeat the previous steps to make further modifications and then click Approve again.
   6. Click Next to continue to the next section of the access review wizard.
5. In the Area access section, review the area access.

   

   1. Click Keep access () to confirm that access is still valid.
      Tip: Use Approve all remaining to speed up approval process when the list is long, then remove any access that is no longer required.
   2. Click Remove access () to remove access that is no longer required.
   3. (Optional) Select Show already reviewed to go back and make modifications.
   4. Click Next to continue to the next section of the access review wizard.
6. In the Roles section, review roles.

   

   1. Verify the role information and either Keep access or Remove access as required.
   2. Click Next to continue to the next section of the access review wizard.
7. In the Automatically assigned roles section, review the automatically assigned roles.

   

   The automatically assigned roles information here is useful context for a supervisor to review for accuracy and understand. It includes other access direct reports might have in addition to their manually assigned area access.

   Note: Supervisors cannot modify any of this information because the roles were automatically assigned based on setup performed by an account administrator. If any automatically assigned roles information is no longer applicable, the account administrator should be contacted.
8. In the Review section, verify that the review details are correct.

   

   1. In the Additional notes section, add any notes that you require.
   2. Before you click Complete, review the changes summary immediately after the Additional notes section.
   3. (Optional) If any of the information looks incorrect, click Back to return to previous sections and modify your changes.
   4. If the Review section details are correct, click Complete.
9. Repeat this process as required for each identity listed in your My tasks dashboard inbox.