Okta Access Request construction procedure introduction

Introduction

This time, I will introduce the construction procedure of Okta's new function Okta Access Request function.
Before this blog, new features! What is an Access Request in Okta Identity Governance? Actual usage image commentary! I think you will have a better understanding if you read this.

This time, I will introduce the construction procedure for creating a time-limited account introduced in the above blog.

Access Request setting procedure

  1. Preparation: User assignment
  2. Approval workflow creation
  3. User request
  4. Approval by approver

1. Preparation: User assignment

To use Access Request, users must be assigned to the Access Request App on Okta.
Please note that if there are multiple accounts with the same Primary Email, an error will occur when assigning.
*Assignment is automatically performed in a way that all users can use it by default.

1. Preparation: User assignment

2. Approval workflow creation

2-1. Access to the Access Request management screen
Click Okta admin > Identity Governance > Access Request
2-2. Click Access Requests and click Create request type
2-3. Specify Name (name of approval workflow), Team (approver), Audience (users who can apply)
2-4. Create approval workflow content
2-5. Create question
  • Item to ask why is it necessary
Select Questions and enter the question in Text
  • Item asking how long to use
Select Question and change Type to Date
2-6. Add approval action
Select Approval, add Text, and set who to approve from the Assigned to item
2-7. Add actions on Okta side
Select Action (Assign individual app to user), add a subject, and select which app to assign
2-8. Add Action After Deadline
  • Select Timer, Timer Type: End on date, End the timer using: Select the one created in 2-5-②
  • Select Action (Other Okta actions > Remove user from app) and select from which app to unassign
2-9. Connect the logic at the end
  • Execute the action created in 2-7 after the approval task
Select the created Action card and set the logic item as follows
  • Stop the next action until the deadline specified by the user after being assigned to the app.
Select the created Timer card and set the logic item as follows
  • Unassign from App after Timer ends
Select the created Action card and set the logic item as follows
2-10. Click Publish to finish

3. User request

3-1. Log in to Okta Access Requests from Okta Dashboard
3-2. Click Request Access for the App you wish to request from the App Catalog
3-3. Fill in the application details and click Submit new request
3-4. Check the content of the request

4. Approval by approver

4-1. Check the application details from the Access Request management screen
4-2. Click the Tasks tab and perform approval tasks
4-3. Confirm assignment and exit

Summary

This time, I introduced the actual Access Request construction procedure.
In the future, I will write a blog about improving user convenience by utilizing Access Request and Okta Workflows, so please look forward to it!

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