Create a Review
How to create a new one-time access review from a saved configuration.
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How to create a new one-time access review from a saved configuration.
Last updated
Was this helpful?
Create a review to start a one-time review based on the specified configuration. In doing so, you can set the due date and assign default reviewers for all rows. You can also automatically apply decisions to some rows, or customize the time frame for which to review access.
You can create a review as a draft, or publish it right away. Use the Create as draft option to inspect the results and individually assign rows, before triggering any email notifications specified in the review configuration.
Once the review is published, reviewers can log in to Veza to approve or reject access using the reviewer interface.
You will need:
A saved review configuration. Review configurations define the scope of an access review. When creating a configuration, owners can customize Veza Actions and email notification settings that apply to all reviews for that configuration.
A user account with the Veza admin or operator is required to create configurations and start reviews.
On the Configurations page, find the configuration you will create a review for.
Click the review name to open the Details page.
Click New Review to open the review creation wizard.
Select Review Configuration:
Leave this unchanged to create a review for the configuration you just viewed. Alternatively, you can use the dropdown to pick any saved review configuration.
Set Due Date:
Pick the date the review will finish. Reminder emails can trigger on, before, and after the due date depending on the notification settings in the configuration.
Assign Reviewers:
Choose users from the list to assign them as reviewers for all rows. If the configuration includes reviewer notifications, notification emails will be dispatched on review publication.
Review Intelligence:
By default, choose actions to automatically apply decisions to rows that were approved or rejected in the last review for the configuration. If an administrator has added additional Review Intelligence Policies, you can enable them here.
Time Frame Options: Use this section to review access at a particular point in time, or based on Veza’s latest graph data:
From the moment the review is created: Uses the most recently parsed integration data, including any changes since the last daily snapshot.
From the most recent daily snapshot: Uses Veza's most recent snapshot (which might be different from the latest data).
From another snapshot: Choose Graph data from a previous date. Use this option to review access at a specific point in time.
Data Source Status: Under Time Frame Options, click Data Source Status to view details for the chosen snapshot. Use this option to check if an important integration is inactive or reporting errors.
Click Create or Create and Publish to save the review and return to the configuration details page.