> For the complete documentation index, see [llms.txt](https://docs.balkan.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.balkan.id/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews.md). # Tracking campaigns and performing access reviews This section is your guide to **managing and performing access reviews** within BalkanID. It details how users with different roles can track the status of all access review campaigns and provides step-by-step instructions on how to take action on individual reviews, ensuring appropriate access for all users. ### Performing Access Reviews Let us understand the following to perform access reviews effectively: 1. [Viewing your reviews](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/viewing-your-reviews.md) 2. [Reviewer Experience](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/reviewer-experience.md) 3. [Understanding review statuses](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/understanding-review-statuses.md) 4. [Performing multi-level reviews](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/performing-multi-level-reviews.md) 5. [Campaign dashboard and management](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/campaign-dashboard-and-management.md) Go through the below to understand how to monitor and perform access reviews in BalkanID *** ### Performing access reviews (for reviewers)

#### Viewing Access Review Status Users with the **Reviewer** role can view access reviews from the main menu item **My Tasks**. From here, they can search, sort, and select campaigns that are on their task list to be completed. From **My Tasks**, reviewers can select a campaign or task to navigate to the relevant workspace and begin working on their assigned reviews. For a detailed overview of the reviewer workflow, see [**Reviewer Experience**](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/reviewer-experience.md). **Reviewing Access for a Campaign** Selecting a campaign from **My Tasks** opens the **Campaign Reviewer Progress Dashboard**, which provides a centralized view of the reviewer's progress and outstanding work for that campaign. The dashboard includes: * **Overview:** Provides campaign-level insights and progress metrics. Reviewers can drill down from interactive insights to the relevant reviews. * **Priority Inbox:** Organizes reviews into priority buckets, helping reviewers triage, prioritize and act on them more efficiently * **Reviews:** Provides a table of the campaign's reviews, where reviewers can view and action their assigned reviews. For more information, see [Campaign Reviewer Progress Dashboard](/user-access-reviews/access-review-management/tracking-campaigns-and-performing-access-reviews/reviewer-experience.md#campaign-reviewer-progress-dashboard). #### Performing Access Reviews 1. **Select Reviews:** Choose the access reviews you'd like to action upon. 2. **Add comments**: Add comments to a review using the comment box in the Comments side panel. Use this space to share notes, context, or questions in a format that works best for you. * You can also mention teammates by typing **@** and selecting a name from the list, making it easy to loop others into the conversation. * Once posted, your comment will be visible to reviewers and helps keep discussion and decisions in one place. {% hint style="info" %} Comments are available only in the **Ungrouped** view. In **Grouped by Entity**, open the detailed view to access comments on individual reviews. {% endhint %} 3. **Bulk Actions**: Click the "Bulk Actions" button on the Access Reviews page. You can also add a note while performing these actions—your note will be recorded in the audit log for future reference. {% hint style="info" %} You can use quick approve/deny a review, or group of reviews, without going into the actions side-panel. You'll find these buttons next to the Bulk Actions button (only if reviews are selected), and at the end of every review record.

{% endhint %} 4. **Perform Operations**: From the options provided, select the desired action for the chosen reviews: * **Approve**: Grant approval for the user's access to the permission. * **Deny**: Deny the user's access to the permission. * **Reassign**: Reassign the access review to a new reviewer. #### Add decision notes and files {% hint style="info" %} Contact us if you'd like to have this enabled for your tenant(s). {% endhint %} When approving or denying a review, you can add a rich-text note and attach files. Use them to document your rationale or provide supporting evidence. Add the note or files before submitting the decision. They are saved with that approval or denial. Decision notes and attachments are visible to: * you and other reviewers assigned to the same review * Administrators and Risk Managers in the tenant The review's workflow action trail also shows the saved note and attachments. {% hint style="info" %} If the campaign has an [**Attestation Set**](/user-access-reviews/access-review-management/configuring-access-reviews-and-campaigns/attestation-sets.md) attached, you’ll be prompted to answer those questions before an **Approve** or **Deny** can be submitted. This applies to single actions, bulk actions, and quick actions. {% endhint %} {% hint style="warning" %} If the attached attestation set is **disabled**, reviewers won’t be able to approve or deny reviews in that campaign until it is re-enabled. {% endhint %} *** ### Monitoring access reviews (for admins and risk managers)

#### Viewing Access Review Status The **Access Reviews** main menu item provides a comprehensive overview of all access review campaigns in your system. Here, you'll find a consolidated list including **pending**, **in-progress**, **completed**, **aborted** and **overdue** access reviews. This dedicated view is available exclusively to BalkanID **Administrators** and **Risk Managers**. **Note:** To configure de-provisioning after an access review has been denied, please refer to this article for detailed instructions on enabling [**Fulfillment Options**](/getting-started/setting-up-your-tenant/application-integrations/fulfillment-options.md).

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