Managing Workflows

Workflows allow PrivX users to grant or revoke role memberships for themselves and for others. You can create, edit, and remove workflows from the Administration→Workflows page.

A workflow contains one to three steps, each defining some approval requirement:

• Any Approver: The step is approved once any of the assigned approvers gives their approval.
• All Approvers: The step is approved only after all the assigned approvers give their approval.
• Auto Approval: The step is automatically approved. This can be useful when you just want approvals to be logged into PrivX audit events, without the need for manual approvals.

Once a request gets all the approvals from a step, it proceeds to the next step. Membership is granted to the target user once all the steps are approved.

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Modifications to workflows only apply to subsequently-created requests. Existing requests always employ the workflow that was valid at the time of creating that request.

For more information about requests, see Requesting and Approving Memberships.