Create and manage requests

After an organization creates a Request Type, requesters can immediately begin to use it. Okta Access Requests allows users to create requests from the Access Requests Console or directly through common communication channels like Slack, Microsoft Teams, or email.

Before you begin

Access Requests Console

  1. From the Okta End-User Dashboard, click the Okta Access Requests tile.
  2. In the Access Requests Console, go to App Catalog.
  3. Identify a Request Type and click Request access.
  4. Complete any required fields and click Submit new request.

Access Requests opens the details screen. Users can update the request, communicate with approvers, or track the request status. A requester can't modify answers to the questions after they submit the request.

Slack and Microsoft Teams

Requesters can also submit requests directly through Slack and Microsoft Teams. Users can manage the entire lifecycle of a request through a Slack channel or a Microsoft Teams chat. Any messages and actions within Slack and Microsoft Teams are also reflected in the Access Requests Console. For details on integrating, see Integrate Slack with Access Requests and Integrate Microsoft Teams with Access Requests.

Access Requests uses machine learning to parse information from natural-language requests and compare it to historical requests. If a requester sends a message stating "I need a Grammarly account" or "I need to access Jira", the system tries to identify the Request Type that best fits the request. If the system makes a mistake on classifying a request, the requester can still manually adjust the request.

Submit request using a Slack channel

  1. Contact the Okta bot.
    • Tag the @Okta bot in a channel that includes the bot.
    • Use the /access Slack slash command.
  2. Enter a request using natural language.
  3. Review the response from the bot and verify that the information is correct.
  4. Click Continue.
  5. Enter the required information in the Add details dialog.
  6. Click Submit.

The system creates the request. Any changes or updates to the request are immediately reflected in the Slack message.

Submit request using a Microsoft Teams chat

  1. Open a Microsoft Teams chat that includes the Okta bot.
  2. Enter a request using natural language.
  3. Review the response from the bot and verify that the information is correct.
  4. Click Continue.
  5. Enter the required information in the dialog.
  6. Click Submit.

The system creates the request. Any changes or updates to the request are immediately reflected in the same Microsoft Teams chat.

Email

Teams are automatically assigned an email address that users can contact to create requests. Similar to Slack, the system uses machine learning to identify the best match based off the email content.

For example, a user could email finance-team@akto.com to create a request for the Finance team. The system would try to match the request to an existing Request Type. Users can still review the request from the Access Requests Dashboard.

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