Customizable reviewer context

Customize your Access Certification campaigns with the data that reviewers need to make better governance decisions. You can add contextual information for users, resources, bundles, and entitlements.

Default campaign settings include base attributes from across the Okta platform, like manager, cost center, department, and application name. While these are useful to some reviewers, they may provide information that user managers already know or resource managers don't need. You can remove the default campaign fields and add the ones that you want, including custom attributes from the Okta user profile. Reviewers can further customize their campaign view by hiding, sorting, or filtering the fields that you configure.

Context changes are applied to all future campaigns until you change them. They don't retroactively apply to active or closed campaigns.

Before you begin

Procedure

  1. In the Admin Console, go to Identity GovernanceAccess Certifications.

  2. Go to the Settings tab.

  3. Click Edit in the Contextual Information panel.

  4. Review the current context settings and expand the one that you want to modify.

  5. Select the attributes that you want to appear in a campaign. Clear those that you want to remove.

  6. Click Save.

If you have multiple campaigns that require different contextual information, configure the first one and launch it immediately. Then, configure the settings for the next campaign and launch it. Repeat as often as you need to change the context.

Related topics

Create campaigns

Campaign wizard fields