How to manage bulk actions requests

Requirements

• For a user to be an approving user, they must have the following privileges: System Administrator, PAM Administrator, and PAM operator.

How to add a new approving user

To manage bulk operations, the user must be an approver. To register a user with this role, follow the steps below:

1. On senhasegura, in the top left corner, click the Grid Menu, represented by the nine squares, and select Settings.
2. In the side menu, select System parameters > Approvers.
3. In the top bar, click on View actions, identified by the three vertical dots, and select New.
4. In the Approvers form, fill in the following fields:
   1. Module: select the module that the approver will have access to.
   2. Approvers: click the sum icon next to the word Approvers.
   3. In the Approvers modal, select the users you want to register as approvers and click Add.
5. Click Save.

How to approve a pending bulk operation request

1. On senhasegura, in the top left corner, click the Grid Menu, represented by the nine squares, and select Reports.
2. In the side menu, select Events > Bulk operations.
3. In the list that has been loaded, identify the operation you want to analyze.
4. In the Action column, click Request details, represented by the ID card icon.
5. In the Request details window, in the bottom right corner, click Approve.
6. Click Yes in the approval modal.
7. A message will appear indicating that the request has been successfully approved.

How to reprove a pending batch operation request

1. On senhasegura, in the top left corner, click the Grid Menu, represented by the nine squares, and select Reports.
2. In the side menu, select Events > Bulk operations.
3. In the list that has been loaded, identify the operation you want to analyze.
4. In the Action column, click Request details, represented by the ID card icon.
5. In the Request details window, in the bottom right corner, click Reprove.
6. Click Yes in the approval modal.
7. A message will appear indicating that the request has been successfully approved.

How to view a task from a bulk operation

You can view the tasks contained within a bulk operation. This is useful for knowing what is being done in each operation and approving or disapproving the operation. To view a task in a bulk operation, follow the steps below:

1. On senhasegura, in the top left corner, click the Grid Menu, represented by the nine squares, and select Reports.
2. In the side menu, select Events > Bulk operations.
3. In the list that has been loaded, identify the operation you want to analyze.
4. In the Action column, click Tasks, represented by the three horizontal bars.
5. In the Bulk operation tasks window, all the tasks for that operation will be listed.
6. To view a specific task, in the Action column, click Details, represented by the magnifying glass icon.
7. In the Bulk operation task window, you can analyze the task in detail.

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