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  • Introduction to Cymmetri Cloud 2.0
    • FAQ
      • Adding the Application
      • Supported Web Browsers
      • Forgot Password & Unlock Account
      • Cymmetri Error codes
      • Help
  • Getting Started with Cymmetri Cloud 2.0
    • What is Cymmetri?
    • Starting your Cymmetri Cloud 2.0 Trial
    • Accessing Cymmetri Cloud
    • First Time User Registration
    • Logging in as an end user
    • Setting up Multi-factor authentication rules for Login
  • Administration
    • Reports and Analytics
  • My Workspace
    • Getting Started
      • Introduction
      • Login with External Identity Provider - Social logins
    • How to use the My Workspace
      • Dashboard
      • My Access
      • Inbox
      • Team
      • Session Management
  • Application Management
    • FAQ
      • Support for Application Management
    • Getting Started
      • Introduction to Application Management
      • Adding Applications to be managed by Cymmetri
      • Assigning Applications to End Users
      • Configuring Connector Server
    • SSO How to
      • Configure Single Sign On
      • Configure SAML 2.0 Single Sign On
      • Configure API SSO
      • Configure OpenID Connect based Single SignOn
    • Provisioning How to
      • Azure Provisioning
      • Active Directory (AD) Provisioning
      • Google Apps (Workspace) Provisioning
      • LDAP Provisioning
      • Powershell Provisioning
      • REST Connector Provisioning
      • SCIM v2.0 Provisioning with Basic Authentication
      • SCIM 2.0 with Bearer Authentication
      • SCIM 2.0 with Fixed Bearer
      • Github Provisioning
    • Reconciliation How to
      • Configuring Reconciliation Process
  • Managing Users and Groups
    • Setting up Users and Groups
      • Create Users
      • Create Groups
      • Importing Users
      • Assigning Users to Groups
      • Setting up permissions for Delegation
  • Common Features
    • Features used throughout the Cymmetri Platform
      • Workflow Management
      • Configuring Webhooks
      • Multifactor Authentication (MFA)
  • Personalization
    • How to configure your tenant and personalize it
      • Adding new admins
      • Masters in Cymmetri
      • Personalize Notification Templates
      • Add Branding to your tenant
      • Adding Custom Attributes for User Object
  • Authentication
    • Identity Federation
      • Steps to Configure Azure AD as External IDP for Cymmetri
  • Governance
    • Access Certification
      • Setting up and managing Access Reviews
  • Additional Tools
    • Miscellanous Tools and Utilities
      • Password Filter
  • Privileged Access Management
    • PAM Administration
      • Introduction to Privilege Access Management (PAM)
      • How to Access PAM in Cymmetri
      • Sub-Sections of PAM
      • Steps to configure PAM Server
      • Adding a device/ server in PAM
      • Vault User
      • Vaulting Configuration
      • Break Glass Configuration
      • PAM Reports and PAM History
      • Dormancy Disable Config
    • PAM Usage
      • Assign a server to a user
      • Access the server
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  1. Common Features
  2. Features used throughout the Cymmetri Platform

Workflow Management

Last updated 1 year ago

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Workflows may be configured for a number of use cases in the Cymmetri Identity Platform, primary among them being for assigning application to a user (provisioning), unassigning application to a user (deprovisioning), and running reconciliation campaigns.

Configuring Workflows in Cymmetri Identity Platform

Workflows in Cymmetri Identity Platform may be configured for upto 4 stages of approval.

The administrator may select upto 4 approvers.

For each stage, the administrator may select one of the three options -

User - A particular user may approve workflow request at this stage.

Group - A user belonging to the selected Group may approve Workflow request at this stage.

Reporting Manager - The reporting manager of the user for which the approval is to be provided may approve the workflow request at this stage.

To observe how to workflow runs in action, refer Inbox

Click on save to save the workflow.