A little learning. A little more confidence.Your next step starts here

Identity & Access Management · Lesson 4 of 8

Onboarding with an approval trail

Onboarding connects a verified person to the access needed for an approved role. A clear request and approval trail make later review possible.

SEE THE IDEA

Leave an approval trail

Fictional new support agent starting Monday.

  1. Verify & approve

    Confirm the person, manager, start date, role, and authorized request.

  2. Provision

    Apply the approved support role at the correct time.

  3. Verify & record

    Check intended access and absent unnecessary access; retain approval and change records.

Payroll access is not part of this approved role. Avoid shared credentials.
Read the visualWhich record connects the access to a business need?

The approved request and role, linked to the identity, approver, change, and verification.

Validate the request

Confirm identity, start date, role, manager, and requested applications through the approved source.

Provision appropriate access

Apply the approved role and any separately authorized exceptions. Avoid shared credentials.

Verify and record

Check that intended access works and unnecessary access was not added. Record who approved and performed the change.

Put it in context

A new support agent starts Monday. The approved request grants the support role from that date; payroll access remains absent because it is not required.

A joiner record should connect identity, approval, and verified access.

Read the sources

Make it stick.

Try one short question to check your understanding and save this lesson to your progress.

YOUR LEARNING SPACE