Complete a request task
Request tasks are assigned to you when a colleague asks for new access and your review of the request is needed. Reviewers are assigned based on the request policy governing the requested app or resource.
Step 1: Receive a notification and go to the task
ConductorOne sends you notifications by email and Slack (if enabled) whenever a task is assigned to you. Make sure that notification emails can reach your inbox by adding firstname.lastname@example.org to your email contacts list.
💡 Go to Interact with ConductorOne via Slack for instructions on setting up our Slack app.
Log into ConductorOne by clicking the link in your email or Slack notification.
If the link in your notification does not direct you to the task list automatically, locate it by clicking on Requests in the My work section of the navigation panel. The badges next to each of these menu items show the number of tasks of each type currently awaiting your attention.
Step 2: Review the task and take action
Each line in the table is a task assigned to you. For each task, complete the appropriate steps:
Review the request
- Look at the account and the resource. Is this access needed for the user’s work and appropriate to the user’s role in the company?
(Optional) Find more information about the request
If you need more information about the request, click the task number to open the details view, where you’ll find additional information to help you make your decision:
Click the arrow next to the account name to open the Account attributes panel. Here you’ll see all attributes associated with the application account. Note that this panel isn’t present on tasks where access is being granted to a user rather than an account, such as a request for access to a new application.
The Comments section shows any notes other members of your organization have made about this task.
The Task details section shows the task’s workflow, highlighting the role you play, and the policy being applied to this task. In this section you’ll also find controls to reassign the task, if reassignment is allowed.
Provide your decision
If you agree that the access should be granted, click Approve.
If you don’t think this access should be granted, click Deny.
💡 If you’re a reviewer for emergency access requests, go to Enable emergency access requests to learn more about how and when these special requests are created and how they’re designated in the ConductorOne app.
Step 3: Repeat the process
Repeat these steps to review and take action on each request task assigned to you. Click Completed tasks to see everything you’ve finished so far.
Reassign a request task
In some cases, such as when an employee has moved to a new position in the company or when a colleague is out of the office on an extended vacation or leave, the task cannot be completed by its assigned reviewer and must be reassigned.
In the task list, click Reassign. Alternatively, from a task’s details view, click Reassign in the Assigned to area.
Select the new assignee and provide a reason for the reassignment.
The newly assigned reviewer will receive email and Slack (if enabled) notifications about their new request task assignment.