Access requests with Slackbot

Creating Access Requests with the BalkanID Slackbot

The BalkanID Slackbot empowers any team member to request access to applications and resources directly within Slack. This guide explains how to create different types of access requests, ensuring you can get the tools you need efficiently while maintaining security through a standard approval process.

All requests are for GRANT access (provisioning) and can be either Permanent or Temporary. Temporary requests require an end date, after which the access will be automatically de-provisioned.

Every request is sent for review to the designated approver (such as a manager or application owner). Once approved, access is fulfilled immediately.

Getting Started: The BalkanID Home Tab

The Home tab of the BalkanID Slackbot is your starting point for all access requests. It displays your basic user information from BalkanID and features the primary action button.

• To begin, navigate to the BalkanID app in Slack and click on its Home tab.

• Click the Request Access button to open the access request form.

  

How to Request Access

You can request access in three flexible ways, depending on your needs.

Option 1: Request Access Like Another Person

This is the easiest way to request access if you need the same permissions as a colleague.

1. Select a Team Member: In the access request form, under the "Access Like" section, ensure Person is selected. From the dropdown menu, choose the team member whose access you wish to mirror.

   
2. Choose Access Grants: The "Access Grants" field will now list all the connections that your selected colleague has, but you do not. You can either:

   1. Check the boxes for a few specific access grants.

   2. Check the Select all access grants box to request all of them.

   

   

3. Set the Duration: Choose how long you need the access:

   1. Permanent: The access will not expire.

   2. Temporary: The access will be automatically revoked on a specific date. If you select this, you must choose an end date.

      

      
4. Provide a Reason and Submit: Select a justification from the "Reason" dropdown menu and click Submit.

   

What Happens Next?

You will receive a confirmation notification in the Slackbot's "Messages" tab, letting you know that your request has been successfully created and sent for approval.

Option 2: Request Access Based on a Job Title

Use this option to request a standard set of permissions associated with a specific role in your organization.

1. Select a Job Title: In the "Access Like" section, select Job Title. From the dropdown menu, choose the job title whose standard access you need.

   
2. Choose Access Grants: The "Access Grants" field will now list all the connections that your selected job title has, but you do not. You can either:

   1. Check the boxes for a few specific access grants.

   2. Check the Select all access grants box to request all of them.

   

   
3. Set the Duration: Choose how long you need the access:

   1. Permanent: The access will not expire.

   2. Temporary: The access will be automatically revoked on a specific date. If you select this, you must choose an end date.

      

      
4. Provide a Reason and Submit: Select a justification from the "Reason" dropdown menu and click Submit.

   

What Happens Next?

You will receive a confirmation notification in the Slackbot's "Messages" tab, letting you know that your request has been successfully created and sent for approval.

Option 3: Request Custom Access

If your needs don't align with a person or job title, you can browse a full list of available permissions and build a custom request.

1. Select Custom In the "Access Like" section, select the Custom option.

2. Choose Access Grants The "Access Grants" field will display all available access options that you do not currently have. You can browse and select one or more specific permissions.

   
3. Set the Duration: Choose either Permanent or Temporary access. If you select temporary, you must set an end date for de-provisioning.

1. Provide a Reason and Submit: Select a relevant reason from the dropdown and click the Submit button.

What Happens Next?

A confirmation notification will be sent to you via the Slackbot, confirming that your custom request has been submitted for approval.