How to manage your workflow settings

This document provides information on how to manage your approval workflows in Cloud Entitlements. As a tenant administrator, you can configure workflows and assign specific approvers for critical actions such as Just-In-Time Access (JIT).

Requirements

User with the Cloud Security - Tenant Administrator role. More information in About Cloud Security’s architecture.

Manage your workflow settings

1. Access the Cloud Security platform.
2. Access the Cloud Entitlements product.
3. In the Admin menu, click Workflow Settings.
4. On the Workflow Settings screen, configure your approval workflow:
   1. In the Requires Approval column, check or uncheck to enable or disable the approval workflow for JIT access requests.
   2. In the Approver column, click Edit approvers and select one or more users with an administrative profile to be approvers of the request.
      Info

      For security reasons and to prevent conflicts of interest, the system blocks you from selecting yourself as an approver for a workflow you can request.

      Attention

      If the user designated as the approver is deactivated or deleted from the tenant, the system will alert administrators and new access requests will be blocked until the configuration is corrected. Ensure the approvers list is always updated to prevent workflow interruptions.

Changes are saved automatically and a confirmation message is displayed.

When a user requests JIT access, the system will intercept the action and display a request modal for the approval workflow. Once the user fills in the mandatory justification for the access and submits the form, the system will save the request with Pending status and notify the designated approvers to review it on the Manage requests screen.