Administrators can now configure exactly which organizational roles are required to approve or verify each personnel event type before provisioning starts.
You can require approvals from any combination of the following roles:
- Supervisors
- Personnel Managers
- Defined Managers (including managers for Company, Division, Department, Office, and Title Manager)
- Security Team members
Each approver reviews and responds independently. The event only advances to the next step when all required responses have been received, giving you a clear and enforced chain of approval rather than relying on informal coordination.
Demonstrate a documented, enforced approval process to your examiners.
Regulators and examiners expect financial institutions to show that access provisioning follows a defined process. Configurable approval rules let you align Permission Assist directly to your institution’s access governance policies, so you can confirm exactly who was required to approve an action and that the system enforced it before provisioning occurred.
Where to find it:
Configure approval rules per event type in your workflow settings. Go to System Configuration > Taskboards > Personnel Events and approve or verify a personnel event for step-by-step guidance.
Log in to Permission Assist and visit your workflow settings to configure approval rules for each personnel event type. Have questions about aligning rules to your policies? Reach out to your Customer Success Manager.