Once a request is initiated, the Application Owner can oversee the status of the request, while the Access Owner has the ability to resolve the request. If Access Owner is not designated for the application, then the request will be sent to Application Owner to resolve.
Workflow requests can be resolved in either of the following tabs:
- My Tasks > Application access section
- Onboarding > Your Workflows view
My Tasks > Application access
In My Tasks, requests are categorised into either Access requests or Access removal requests.
Access Owners can pull up the details of the request by clicking View request:
To action on the request, they can follow the link to the SaaS vendor site to add a seat for the user.
Once that is done, they can go back to Cledara to click Approve to resolve the request. The request will disappear from their task list.
Each individual Access request and Access removal request expires after 90 days.
Onboarding > Your Workflows
In Your Workflows, requests are organised per workflow. Clicking into the workflow will show you the list of applications included, the link that redirects you to the vendor site, the Access Owner (or if unassigned, Application Owner), as well as the status of the request for each application:
To action on the request, they can click to the SaaS vendor site to add a seat for the user.
Once that is done, they can go back to Cledara to click to resolve the request.
Depending on the role you have in the workspace, your ability to resolve requests varies:
- Access Owners (or if not designated, Application Owners) can resolve the requests of their applications.
- Admins and Finance users can resolve any requests that take place in the workspace.
Each individual Access request and Access removal request expires after 90 days. The workflow it is a part of will be set as Complete if all of the requests within have expired or been resolved.
Stay on top of seat allocation
Once the request is marked as Granted, you will be prompted to confirm the number of seats for the application to make sure you have the most up-to-date data every time you make a change: