How to make action requests

This document provides information on how to request permission to perform specific actions within Certificate Manager and track the status of these requests. This flow occurs only when a user is part of an access group that requires approval from another user.

The actions a user can request to perform are:

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

Requirements

• A role with the following permissions:
  • CertificateManager.Requests.Approval.List
  • CertificateManager.Requests.Approval.View

Request to view a password

The flow described in this tutorial applies to all the actions mentioned previously. Even if your request is for another action and made from a different location than exemplified in the following procedure, it doesn't change the product's behavior. Other items of the component allow making requests. Always locate the Action column and check the dropdown menu for possible requests.

To request to view a password, 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 Requests > SSL/TLS.
3. In the desired request, click Actions > View Password Key.
4. Enter the information:
   1. Justification: enter the justification for requesting to view the password.
   2. Reason: select a reason for requesting to view the password.
   3. Governance code: enter a governance code.
5. Select Justify.

A message appears on the screen indicating your approval request has been submitted.

While your request is pending approval, you'll always receive an Access denied message if you attempt to view the password. Once the request is approved, return to the same item, and select View Key Password to retrieve the information.

Monitor your requests

To monitor your requests, 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 requests.
3. In the Status filter, select one of the options available.
   • Pending request: indicates that one or more approvers still need to see the request.
   • Approved request: indicates that you can perform the action.
   • Rejected request: indicates that one or more approvers have declined your request.
   • Expired request: every request has a deadline for approval. If it's not approved within the specified time, you must submit the request again.
   1. (Optional): Use any other field to refine the search further.

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

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