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:
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.
They can access the reviews in the following ways:
"Review" button: Clicking the Review button takes you to a dedicated page where you can view all access reviews assigned to you.
Priority Inbox: Clicking the Priority Inbox button on a campaign review opens a view where those same reviews are grouped (bucketed) by criteria of your choice, helping you triage, prioritise and act on them more efficiently. Refer to the below section for more details.
Priority Inbox for a Campaign
This page helps you focus on the most important review tasks by using shared filters and groupings that you can create on the reviews page. You can create “buckets” of reviews based on your chosen filters and work through them by priority. Each bucket shows your progress for the related campaign, along with key details about the applications, users, and insights included in that group.
Performing Access Reviews
Select Reviews: Choose the access reviews you'd like to action upon.
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.
Comments are available only in the Ungrouped view. In Grouped by Entity, open the detailed view to access comments on individual reviews.
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.
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.
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.
If the campaign has an Attestation Set 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.
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.
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.
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