Scheduling role access reviews

To ensure security compliance and audit readiness, you can set up role access reviews to occur at scheduled intervals. You can also start a role access review manually if required.

1. From the homepage, click Organization > Access reviews .
2. Click Schedule access review.
3. In the Select review type dialog, select Role access review.
4. In the Role access review configuration dialog, enter a name for your role access review.
5. Search for or select the roles that you want to include in your access review.
6. (Optional) Select Enable review verification to add a second-level review to the access review, and enter the names of your verifiers.
   You can add up to 20 verifiers in the Verifiers field. Only one verifier from the list is required to complete verification for the access review.
7. Select the Schedule reviews frequency that you require.
   • Yearly
   • Monthly
   • Weekly
   • Now
   You can manually start an access review by selecting the Now schedule. Typically, manual access reviews are used to test reviews before they are scheduled to check that all participants are properly set, or to force a review after an incident.

   Note:

   The options that are displayed vary depending on the selected frequency.
8. If you selected Yearly, select the day and month or months that you want the site access review scheduled.
9. If you selected Monthly, select the day that you want the site access review scheduled.
10. If you selected Weekly, select the day or days that you want the site access review scheduled.
11. Select the time that you want the site access review scheduled.
    All scheduled review times use the time zone of the site.
12. (Optional) In the Notes field, add more details as needed.
    The following example shows a role access review for the all active contractors role, scheduled to occur Yearly at quarterly intervals on the first day of the month at 08:00. The review requires verification.

    

    Note:

    Access reviews that are configured with a schedule of Now are not displayed on the scheduled Access reviews page. Instead, they are immediately displayed in the My tasks view of the relevant reviewers.
13. Click Create.
14. (Optional) Click a role access review in the list to see the schedule details.
15. (Optional) Click Go to access reviews report to display all access reviews.