How to manage your approvals

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This document provides information on how to approve requests from other users within Certificate Manager, and track the status of these requests.

The actions a user can approve for another user are:

  • View certificate passwords
  • Sign a certificate
  • Renew a certificate
  • Publish a certificate

Requirements

  • An Approver user in a Certificate Manager's access group.
  • A role with the following permissions:
    • CertificateManager.Requests.Approval.List
    • CertificateManager.Requests.Approval.View
    • CertificateManager.Requests.Approve
Attention

If your user belongs to other access groups with stricter settings, the system will apply these rules, and you won't be able to see the requests. Please ensure that you're not included in any of these groups.

Approve a request

To approve a request, see the following steps:

  1. On Segura, in the navigation bar, hover over the Products menu and select Certificate Manager.
  2. In the side menu, select Access control > My approvals.
  3. In the desired request, click Actions > Approve.
  4. Click Yes to confirm the approval.

Reject a request

To reject a request, see the following steps:

  1. On Segura, in the navigation bar, hover over the Products menu and select Certificate Manager.
  2. In the side menu, select Access control > My approvals.
  3. In the desired request, click Actions > Reject.
  4. Click Yes to confirm the rejection.

Monitor your approvals

To monitor requests already approved and those awaiting approval, see the following steps:

  1. On Segura, in the navigation bar, hover over the Products menu and select Certificate Manager.
  2. In the side menu, select Access control > My approvals.
  3. In the Status filter, select one of the following options: Pending, Approved, Rejected, Expired, and Cancelled.
    1. (Optional): Use any other field to refine the search further.

According to the applied filters, your approvals appear on My approvals report screen.

Info

If you're using Segura when someone requests your approval, a pop-up message will appear in the bottom right corner of the screen.

Do you still have questions? Reach out to the Segura Community.