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

2. Understanding review statuses

3. Performing multi-level reviews

4. Campaign dashbaord and management

Go through the below to understand how users with different roles can perform access reviews using BalkanID.

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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.

Clicking on the Review button will take you to a dedicated page where you can view all the access reviews assigned to you.

Performing Access Reviews

1. Select Reviews: Choose the specific access reviews you'd like to work on.

2. Bulk Actions: Click the "Bulk Actions" button on the Access Reviews page.

3. 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.

   • Request More Information: Add a note or request more information.

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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.

Performing Access Reviews

To efficiently manage your access reviews, follow these steps:

1. Select Reviews: Choose the specific access reviews you'd like to work on from the list.

2. Bulk Actions: Click the "Bulk Actions" button on the Access Reviews page.

3. 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, initiating a process for removal.

   • Reassign: Reassign the access review to a different reviewer.

   • Request More Information: Add a note or request more information from other stakeholders.

Note: To configure de-provisioning after an access review has been denied, please refer to this article for detailed instructions on enabling Fulfillment Options.