IT Access and Request Management

What does this mean?

Reduces administrative overhead and accelerates response times, improving efficiency and ensuring policy adherence throughout the access management process.

How it works?

Automates the intake, approval, and status tracking of IT access requests, using policy-aware responses to ensure compliance and streamline processing.

Workflow Steps

Step 1: Trigger on new access request

The Workflow activates when an IT access request is submitted—whether via Slack, Microsoft Teams, or a form submission.

Step 2: Parse and categorize the request

Cassidy extracts key details from the request, including the type of access needed, the requestor's role, and the systems involved, then categorizes it for proper routing.

Step 3: Check against IT policies

The Workflow references your Knowledge Base to verify the request against security policies, compliance requirements, and role-based access rules.

Step 4: Route based on approval requirements

Cassidy determines the next step: straightforward requests that meet policy criteria proceed automatically, while those requiring manager sign-off or additional review are flagged for approval.

Step 5: Request approval from the right stakeholder

For requests needing human review, the Workflow sends the request details to the appropriate approver—complete with policy context and a recommendation—using Human-in-the-Loop approval.

Step 6: Process and provision access

Once approved, Cassidy connects to your identity management or ticketing system to grant the requested access automatically.

Step 7: Notify requestor and log activity

The Workflow sends a confirmation to the requestor via Slack or email, and logs the complete request history—including approval chain and timestamps—back to your IT service management system for audit and compliance tracking.