Define approvers
- Applies to: All Board Cloud subscriptions associated with a Subscription Hub
WHAT: Introduction to the approver role in a manual approval enrollment process
In this page you can select one or more users to be tasked with the requests approval: these users are called "approvers".
Approvers are Subscription Hub administrators that evaluate, approve or discard access requests coming from users not yet registered in Board.
When a user completes the manual approval enrollment process, a notification email is sent to all listed approvers: by clicking the link provided in the email, approvers will be taken directly to the applicant's user account, where they can review it, approve it or discard it.
They can also change any attributes they see fit before approving the new user account: these changes will be applied once the new account is approved.
Whenever an existing user logs into Board through an external IDP, the information in his/her User profile panel is overwritten with the most recent information imported from the external IDP. Manual changes made by administrators are also overwritten, depending on the external IDP's configuration.
See the Identity Provider Federation section and Login scenarios for more details.
To be assigned as approvers, users must meet the following requirements:
- Their account status must be set to Active (i.e. not disabled. See The Users section for more information)
- Must have a verified email address associated with their account
- Must have administrative privileges for the Subscription Hub (i.e. at least one authorization level in the "Subscription Hub authorizations" table in the User Profile panel must be set to "Edit")
- Their enrollment status must be set to Completed (See The Users section for more information)
When a user completes the manual approval enrollment process, all selected approvers listed in the "APPROVERS" page will receive a notification email. If no approver has been defined, notification emails will be sent to all active administrators by default.
Any administrator logged into the Subscription Hub can examine and approve new user accounts created by a manual approval enrollment process from the Users home page. These user accounts will have their enrollment status set to New Request.
HOW: Add and manage approvers in a manual approval enrollment process
To add an approver, proceed as follows:
- Click the "+ APPROVER" blue button. A pop-up showing all eligible users will appear: the table is sortable and searchable using the interactive header fields
- Select one or more users and click "APPLY". All selected approvers will now appear in the "APPROVERS" page.
You can delete approvers by clicking the recycle bin icon that appears when you hover your mouse cursor over them.
To manage approvers, proceed as follows:
- Click the "[LABEL]" blue button. A pop-up showing all eligible users will appear: the table is sortable and searchable using the interactive header fields
- Select or deselect users and click "APPLY". Selected users will become approvers, while deselected users will be removed from the list.
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