Access Requests on Zluri

Empower employees with a self-service access request process while simplifying approvals with Zluri’s automation workflows.

Steps
01

Go to the Applications module.

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02

Search 'Zendesk' under the 'Applications' tab and create a provisioning playbook.

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03

Now, click 'Automation' and select 'Provisioning.'

Then, click on 'Add.'

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04

Next, you need to define the in-app action in the workflow.
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To do so, you need to add a user to Zendesk and assign the required role 'admin.' Once done, save the task and click 'Publish app playbook.'

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05

Then, go to 'Automation,' select 'Access Request,' and click '+New Rule.'

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06

Now, you have to configure the automation rule to trigger the Zendesk provisioning playbook when the user requests access. For that, you need to define the following:

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'When' - Access is requested for an existing application

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'Condition' - User account type equals employee

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'Then' - Initiate the approval process

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Once the rules are defined, specify the provisioning action as 'Run a playbook' and select 'Provisioning Playbook for Access Request.' Then save the rule.

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Once the conditions are met, Zluri will automatically run the Zendesk provisioning playbook whenever a user requests it.

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07

Next, you, as an employee, have to log in to Zluri's app catalog using your credentials. After that, you have to go to the 'access request' interface.

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08

Now, you have to specify application access requirement details, such as for whom you are requesting the access, license, access duration, the reason for your request, etc.

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Click 'Confirm request.' A summary of your request will appear.

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Now, you can return to the access request module, and your request status will be shown.

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Once you have submitted the request, it will be notified to the admin or the approver.

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09

Now, you, as an admin, can log in to Zluri using admin credentials.

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Click on the 'Workflows' module and select 'Access Request.

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Once done, it will display a list of all the pending requests, along with the details from which you can select the ones with the highest priority.

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Upon selecting the application, Zluri will display the detailed version of the access request requirement.

10

You can review the details and approve or reject the access request accordingly.

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Once approved, employees get immediate access to the application 'Zendesk.'

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