Complete User Requests

Self-Service automatically sends e-mail to Request Approvers about user requests that need to approval. After the request is approved, Self-Service sends an e-mail notification to the next participant in the workflow. Each approval step requires a unique Request Approver. To complete a request, a Request Approver may have to give final approval to the request, or distribute a token to a user.

Procedure 

1. In the Security Console, click Administration > Provisioning.

2. Click the Pending tab to see all open user requests. If no requests display, click Search to refresh the screen.

3. Click the user request with which you want to work.

4. Complete any missing information, and make any necessary changes to the request.

5. Under Action Required, do one of the following.

   • Select Defer Action and click Submit.

     The Provisioning page displays.

   • Select Approve Request and do one of the following.

     • If you have distribution steps, click Submit & Continue.

       The Properties page displays, where you continue this procedure with step 6.

     • If you have no distribution steps, click Submit.

       The Provisioning page displays.

   • Select Reject Request and click Submit.

     The Provisioning page displays.

6. On the Properties page, under Action Required, select Complete action item by indicating how to assign and distribute token and do one of the following:

   • For hardware tokens:

     • Under Assignment Method, select the method you want to use to assign the token:

       Notify third-party or user to assign token - If you use a third-party distribution company to distribute tokens, decide how to notify the company or users to assign tokens.

       Assign SecurID token serial number myself - If you assign the token yourself, type the hardware token serial number in this field.

     • Under Distribution Method, select the method you want to use to deliver the token to the user:

       Notify third-party to deliver token or user to select a token - If you use a third-party distribution company to distribute tokens, decide how to notify the company, or you can notify users to select a token.

       Deliver the token - If you deliver tokens yourself, select this field.

   • For software tokens, select Mark action item as completed to close the request.

7. (Optional) Under Comment to User, enter any comments that you want sent to the user in an e-mail.

8. Click Submit.