How to manage access reasons in Task Manager

This document provides a step-by-step guide for administrators to add and edit the access reasons to be used during task execution requests in Task Manager.

Requirements

• System or Task Manager administrator permission.

Path to access

1. On Segura, in the navigation bar, hover over the Products menu and select Task Manager.
2. In the side menu, select Access control > Access reasons.

Add access reason

To add an access reason that can be used when requesting a task execution in Task Manager, follow these steps:

1. In the upper-right corner of the Access reasons screen, click Add.

2. On the Add access reason screen, fill in:

   Alert

   Fields with an asterisk are mandatory.

   1. Name*: name to identify the access reason.
   2. Type*: select the access reason type.
   3. Status*: enable or disable the access reason.

3. Click Save.

Edit access reason

To edit an access reason added in Task Manager, follow these steps:

1. On the Access reasons screen, identify the desired access reason or use the search filters.
2. Click the Actions button and select Edit.
3. On the Edit access reason screen, make the necessary changes.
4. Click Save.

Disable access reason

To disable an access reason added in Task Manager, follow these steps:

5. On the Access reasons screen, identify the desired access reason or use the search filters.
6. Click the Actions button and select Edit.
7. On the Edit access reason screen, disable the Status toggle button.
8. Click Save.

Enable access reason

To enable a disabled access reason in Task Manager, follow these steps:

1. On the Access reasons screen, identify the Status filter and select Disabled.
2. In the disabled access reasons list, identify the desired access reason.
3. Click the Actions button and select Edit.
4. On the Edit access reason screen, enable the Status toggle button.
5. Click Save.

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