BalkanID Onboarding

What is BalkanID?

BalkanID is an identity governance platform that provides the following capabilities:

1. Preemptive discovery, analysis and remediation of identity-related risks.

2. Correlation and visualization of IdP, SaaS, IaaS and on-prem application identities and related entitlements.

3. User access review (UAR) workflow and campaign management.

4. User, group and service account lifecycle management.

Steps to onboard

1. Signing into BalkanID:

   There are two ways to sign into BalkanID depending on how your admin has configured the environment. They are :

   1. You can use your SSO provider to login (Okta, Microsoft, Ping etc.) for a seamless experience by using your existing Identity Provider(IdP).

   2. Sign up for a new and unique username and password on the BalkanID Application.

      
2. Email Verification

   Go to your email inbox which you used to login. You will see a verification email from BalkanID. Please verify your mail within 30 minutes of generating the link. If the link expires, you can generate another link from the BalkanID dashboard by clicking on "Resend Verification Link" hyperlink.

   
3. Role-Based Access

   Once your account has been verified, your admin will assign a role to you in BalkanID. We have 3 primary roles used on our application which have been listed below. Depending on the role assigned to you, the following tabs will be visible:

   1. Reviewers: A users with this role will be able to view the My tasks, Access Requests, Account and Help menus. Reviewers will be able to review Access requests and perform the tasks assigned to them by the other roles.

   2. Risk Managers: A user with this role will be able to view the Entities, Summary, Campaigns, Action Center, Access Reviews and all other menus that a Reviewer has access too. Risk Managers will be able to discover application, people, connection and identity entitlements as a reviewer. They can view the various campaigns and perform access reviews as a part of this role. In addition they can perform all the tasks a Reviewer can perform as well.

   3. Administrators: A user with this role will be able to view the Settings and all the other menus that a Risk Manager has access too. Administrators will be able to control the settings. This includes adding user employee data, integrating applications, viewing all application entitlements in one place, manage rules and saved filters and finally configure system notifications.

   The screenshot below shows all the tabs available to the Administrator User at BalkanID:

   
4. Nominating a Delegate

   Once you are set up in BalkanID as a user, it's important to nominate a delegate for yourself. This allows for both an escalation and notification path if you are unable to complete your tasks. This can be accomplished by clicking on your profile picture and choosing the preferences tab from the dropdown, as shown in the screenshot below and selecting a delegate from the list.

   

For specific assignment of roles based on your business needs, please refer to the following help link: User Role Management.