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

Description

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.
Create campaigns Steps to create campaigns to periodically review your users' access to resources. As you go through the steps, it’s helpful to refer to Campaign settings and Examples of Okta Expression Language.
View the progress of an active campaign Steps to monitor the progress of your active campaigns and pending review items.
Modify a scheduled campaign Steps to modify a campaign that hasn’t launched yet.
Modify campaign's end date Steps to end an active campaign in case 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 Steps to generate reports.

The Past Campaign Details report provides in-depth information about any or all certification campaigns.

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

Understand reviewer tasks from an admin perspective:

Reviewer tasks

Description

Review campaigns As an admin, understand how reviewers can review the items assigned to them.
Reassign review items As an admin, understand how reviewers can reassign the review items assigned to them.