Manage tasks
Approvers need clear visibility and context for requests, so they understand what to approve and for whom. When a requester submits a request, tasks are assigned automatically to approvers based on the Request Type’s configuration. Approvers can view request details like request type, assignee, team, tags, and followers. Approvers who are a part of the team that owns the request type or are also request assignees can also modify the request. They can chat with the requester from within a request.
Manage tasks from the Access Requests web app
To approve or deny a task from the Access Requests web app, approvers can follow these steps:
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Approvers go to the Okta Access Requests web app from their End-User Dashboard.
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They select Inbox and go to the Open tab to view tasks awaiting approval.
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They select a request and review the request details.
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Optional. They review the following information provided by the requester from the central pane:
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Responses submitted by the requester from the Questions section on the Actions tab.
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The activity log from the Activity tab.
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Notes in the chat from the right panel of the request. Approvers can also ask the requester for more information in the chat.
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They select the appropriate option to approve or deny the request. The choices vary based on the task type:
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Approval tasks: They click Approve or Deny.
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Custom tasks: They click Complete.
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Action tasks: They click Run or Mark as complete. If they click Mark as complete, the task is resolved without any action being taken in Okta.
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After approvers take action on a task, Okta moves the request to the Pending tab if the request is awaiting an automated action.