Approver users play a crucial role within Segura™, as they control the workflow.
Requirements
- Have the System Administrator role.
Register an approver user
- On Segura™, in the navigation bar, hover over the Products menu and select Settings.
- In the side menu, select Approval workflow > Management > Manage approvers.
- In the Approvers, click the button Add.
- In the Approvers screen:
- Module: select the module where you want to register a new approver user.
- Approvers: click the Add button to open the Approvers modal.
- In the Approvers modal, select the users you want to add. Click on Add to add them to the list.
- Click on Save.
If you add the same user more than once to the same module, Segura™ will ignore the action.
Delete an approver user
This procedure manages the global approvers. The same Manage global approvers screen also opens from Settings > Access control.
While a user review campaign is Enabled, Scheduled, or Processing, Segura™ refuses to remove the last global approver registered for the User Management module. To replace it, register the new global approver first, then remove the previous one.
- In the Approvers report, identify the user you want do disable from the approver role, click the Actions button and select Disable.
- In the confirmation modal, click on Yes.
If the approver is the last global approver for the User Management module and a campaign is running, Segura™ refuses the removal with the message You cannot remove every global approver. The campaign needs at least one User management global approver. Add another global approver before removing this one. The approver stays registered.
Deactivate the user of the last global approver
You can deactivate or delete a user who is the last global approver for the User Management module, even while a campaign is running. Within one hour, Segura™ pauses every Enabled, Scheduled, or Processing campaign and notifies all users with the PAM Administrator or System Administrator role.
To resume a paused campaign:
- Register a new global approver for the User Management module, as described in Register an approver user.
- Go to the campaign report. For the path, see Campaign.
- In the Actions column of the paused campaign, select Resume campaign.
The campaign returns to the status it had before the pause, and its end date moves forward by the time it stayed paused. If no active global approver exists for the User Management module, Segura™ refuses to resume the campaign.