Get started with Access Certifications

Using Access Certifications, create audit campaigns to review and automatically manage your users' access to resources periodically or as required.

Follow this sequence of configuration tasks to start using Access Certifications:

Admin tasks


Campaigns Understand the campaign types that you can use to ensure that your users have the right level of access to resources like apps and groups.
Customizable reviewer context Customize your campaigns with the data that reviewers need to make better governance decisions.
Create campaigns Create campaigns to periodically review your users' access to resources. As you go through the steps, it’s helpful to refer to Campaign wizard fields and Examples of Okta Expression Language.
View the progress of an active campaign Monitor the progress of your active campaigns and pending review items.
Modify a scheduled campaign Modify a campaign that hasn’t launched yet.
Modify campaign's end date End an active campaign if you need to relaunch the campaign with a different configuration or skip remaining review items. You may want to end an active campaign if there’s an error in the campaign configuration.
Generate the Past Campaign Details report and the Past Campaign Summary report The Past Campaign Details report provides in-depth information about any certification campaign.

The Past Campaign Summary report provides a high-level configuration and status of access certification campaigns.

Understand reviewer tasks from an admin perspective:

Reviewer tasks


Review campaigns Understand how reviewers can review the items assigned to them.
Reassign review items Understand how reviewers can reassign the review items assigned to them.