LogoLogo
User GuideDeveloper DocumentationIntegrationsRelease Notes
  • 🏠Veza Documentation
  • ☑️Getting Started
  • 📖Veza Glossary
  • ❓Product FAQ
  • 🛡️Security FAQ
    • Advanced Security FAQ
  • Release Notes
    • 🗒️Release Notes
      • Release Notes: 2025-04-30
      • Release Notes: 2025-04-16
      • Release Notes: 2025-04-02
      • Release Notes: 2025-03-19
      • Archive
        • 2024.9.23
        • 2024.9.16
        • 2024.9.9
        • 2024.9.2
        • 2024.8.26
        • 2024.8.19
        • 2024.8.12
        • 2024.8.5
        • 2024.7.29
        • 2024.7.22
        • 2024.7.15
        • 2024.7.1
        • 2024.6.24
        • 2024.6.17
        • 2024.6.10
        • 2024.6.3
        • 2024.5.27
        • 2024.5.20
        • 2024.5.13
        • 2024.5.6
        • 2024.4.29
        • 2024.4.22
        • 2024.4.15
        • 2024.4.8
        • 2024.4.1
        • 2024.3.25
        • 2024.3.18
        • 2024.3.11
        • 2024.3.4
        • 2024.2.26
        • 2024.2.19
        • 2024.2.12
        • 2024.2.5
        • 2024.1.29
        • 2024.1.22
        • 2024.1.15
        • 2024.1.8
        • 2024.1.1
        • 2023.12.18
        • 2023.12.11
        • 2023.12.4
        • 2023.11.27
        • 2023.11.20
        • 2023.11.13
        • 2023.11.6
        • 2023.10.30
        • 2023.10.23
        • 2023.10.16
        • 2023.10.9
        • 2023.10.2
        • 2023.9.25
        • 2023.9.18
        • 2023.9.11
        • 2023.9.4
        • 2023.8.28
        • 2023.8.21
        • 2023.8.14
        • 2023.8.7
        • 2023.7.31
        • 2023.7.24
        • 2023.7.17
        • 2023.7.10
        • 2023.7.3
        • 2023.6.26
        • 2023.6.19
        • 2023.6.12
        • 2023.6.5
        • 2023.5.29
        • 2023.5.22
        • 2023.5.15
        • 2023.5.8
        • 2023.5.1
        • 2023.4.24
        • 2023.4.17
        • 2023.4.10
        • 2023.4.3
        • 2023.3.27
        • 2023.3.20
        • 2023.3.13
        • 2023.3.6
        • 2023.2.27
        • 2023.2.20
        • 2023.2.13
        • 2023.2.6
        • 2023.1.30
        • 2023.1.23
        • 2023.1.16
        • 2023.1.9
        • 2023.1.2
        • 2022.12.12
        • 2022.12.5
        • 2022.11.28
        • 2022.11.14
        • 2022.11.7
        • 2022.10.31
        • 2022.10.24
        • 2022.10.17
        • 2022.10.1
        • 2022.6.2
        • 2022.6.1
        • 2022.5.1
        • 2022.4.1
        • 2022.3.1
  • Features
    • 🔎Access Visibility
      • Graph
      • Query Builder
      • Saved Queries
      • Filters
      • Query Mode
      • Intermediate Entities
      • Regular Expressions
      • Tags
      • Tagged Entity Search
      • Assumed AWS IAM Roles
      • Veza Query Language
        • Quick Start
        • Syntax
        • VQL API
    • 💡Access Intelligence
      • Overview
      • Dashboards
        • Reports
        • Scheduled Exports of Query Results via a Secure Email Link
      • Risks
      • Analyze
      • Compare
      • Rules and Alerts
      • Entities
      • NHI Identify Classification Logic
      • NHI Secrets
    • 🔏Access Reviews
      • Get Started: Access Reviewers
      • Get Started: Review Operators
      • Access Review Tasks
        • Assign Reviewers
        • Create a Configuration
        • Create a Review
        • Draft Reviews
        • Edit a Configuration
        • Filters and Bulk Actions
        • Manage Access Reviews
        • Using the Reviewer Interface
        • Row Grouping for Access Reviews
        • Schedule an Access Review
      • Access Review Configuration
        • Access Reviews Query Builder
        • Access Reviews Global Settings
        • Configuring a Global Identity Provider
          • Alternate Manager Lookup
        • Customizing Default Columns
        • Email Notifications and Reminders
        • Identity Provider and HRIS Enrichment
        • Managers and Resource Owners
        • Multi-Level Review
        • 1-Step Access Reviews
        • On-Demand Reviews
        • Veza Actions for Access Reviews
        • Review Intelligence Policies
        • Review Presentation Options
        • Reviewer Selection Methods
        • Reviewer Digest Notifications
      • Access Review Scenarios
        • Access Reviews: Active Directory Security Groups
        • Access Reviews: Okta App Assignments
        • Access Reviews: Okta Group Membership
        • Access Reviews: Okta Admin Roles
        • Access Reviews: Azure AD Roles
        • Access Reviews with Saved Queries
        • Source-Only Access Reviews
    • 📊Access Monitoring
    • 🔄Lifecycle Management
      • Implementation and Core Concepts
      • Access Profiles
      • Policies
      • Conditions and Actions
      • Attribute Sync and Transformers
        • Lookup Tables
      • Integrations
        • Active Directory
        • Exchange Server
        • Okta
        • Salesforce
        • Workday
    • ⚖️Separation of Duties (SoD)
      • Managing SoD Risks with Veza
      • Creating SoD Detection Queries
      • Analyzing Separation of Duties Query Results
      • Example Separation of Duties Queries
      • SoD Manager Assignment
      • Access Reviews for SoD
  • Integrations
    • ✨Veza Integrations
      • Adobe Enterprise
      • Amazon Web Services
        • Add Existing AWS Accounts
        • Automatically Add New AWS Accounts
        • AWS DynamoDB
        • AWS KMS
        • AWS RDS MySQL
        • AWS RDS PostgreSQL
        • AWS Redshift
        • Activity Monitoring for AWS
        • Using AWS Secrets Manager for RDS Extraction
        • Notes & Supported Entities
      • Anaplan
      • Atlassian Cloud Products
      • Auth0
      • BambooHR
      • Bitbucket Data Center
      • BlackLine
      • Beeline
      • Boomi
      • Box
      • Bullhorn
      • Cassandra
      • Cisco Duo
      • Clickhouse
      • Concur
      • Confluence Server
      • Confluent
      • Coupa
      • Coupa Contingent Workforce
      • Crowdstrike Falcon
      • CSV Upload
        • CSV Upload Examples
        • CSV Upload Troubleshooting
        • CSV Upload API
      • Databricks (Single Workspace)
      • Databricks (Unity Catalog)
      • Delinea Secret Server
      • Device42
      • DocuSign
      • Dropbox
      • Egnyte
      • Expensify
      • Exchange Online (Microsoft 365)
      • Fastly
      • Google Cloud
        • Check Google Cloud Permissions
        • Notes & Supported Entities
      • Google Drive
      • GitHub
      • GitLab
      • HashiCorp Vault
      • HiBob
      • Hubspot
      • IBM Aspera
      • iManage
      • Ivanti Neurons
      • Jamf Pro
      • Jenkins
      • JFrog Artifactory
      • Jira Data Center
      • Kubernetes
      • LastPass
      • Looker
      • MongoDB
      • Microsoft Active Directory
      • Microsoft Azure
        • Azure SQL Database
        • Azure PostgreSQL Database
        • Microsoft Dynamics 365 CRM
        • Microsoft Dynamics 365 ERP
        • Notes & Supported Entities
      • Microsoft Azure AD
      • Microsoft SharePoint Online
      • Microsoft SharePoint Server
      • Microsoft SQL Server
      • MuleSoft
      • MySQL
      • NetSuite
      • New Relic
      • Okta
        • Okta MFA status
      • OneLogin
      • OpenAI
      • Oracle Cloud Infrastructure
      • Oracle Database
      • Oracle Database (AWS RDS)
      • Oracle E-Business Suite (EBS)
      • Oracle EPM
      • Oracle Fusion Cloud
      • Oracle JD Edwards EnterpriseOne
      • PagerDuty
      • Palo Alto Networks SASE/Prisma Access
      • PingOne
      • PostgreSQL
      • Power BI
      • Privacera
      • PTC Windchill
      • Qualys
      • QNXT
      • Ramp
      • Redis Cloud
      • Rollbar
      • Salesforce
      • Salesforce Commerce Cloud
      • SCIM integration
      • ServiceNow
      • Slack
      • Smartsheet
      • Snowflake
        • Snowflake Native Application
        • Snowflake Masking Policies
        • Exporting Saved Query Results to Snowflake
        • Audit Log Export
        • Event Export
      • Solarwinds
      • Spotio
      • Sumo Logic
      • Tableau Cloud
      • Teleport
      • Terraform
      • ThoughtSpot
      • Trello
      • Trino (PrestoSQL)
      • UKGPro
      • Veza
      • Windows Server
        • Enterprise Deployment
      • Workato
      • Workday
      • YouTrack
      • Zendesk
      • Zip
      • Zoom
      • Zscaler
      • 1Password
    • 🎯Integrations Overview
    • ⚠️Prerequisites and Connectivity
      • Insight Point
        • Deploying an Insight Point using the install script
        • Deploy with AWS EC2
        • Deploy with Virtual Appliance
          • Deploy with Virtual Appliance (Legacy)
        • Deploy with Azure Container Instances
        • Insight Point (Helm Chart)
      • Certificates with OpenSSL
    • ⚙️Configuring Integrations
      • Integrations FAQ
      • Extraction and Discovery Intervals
      • Custom Identity Mappings
      • Limiting Extractions
      • Enrichment Rules
      • ℹ️Running Veza Scripts with Python
  • Administration
    • 🛠️Veza Administration
      • Securing Your Veza Tenant
      • Veza Actions
        • Slack
        • ServiceNow
        • Jira
        • Webhooks
      • Virtual Private Veza
      • System Events
      • Sign-In Settings
        • Single Sign-On with Okta
        • Single Sign-On with Okta (OIDC)
        • Single Sign-On with Microsoft Entra
      • User Management
        • Multi-factor Authentication
        • Team Management
        • Support User Access
  • Developers
    • 🌐Veza APIs
      • Authentication
      • Troubleshooting
      • Pagination
      • Open Authorization API
        • Getting Started
        • Core Concepts
          • Connector Requirements
          • Using OAA Templates
          • Providers, Data Sources, Names and Types
          • Sourcing and Extracting Metadata
          • Naming and Identifying OAA Entities
          • Modeling Users, Permissions, and Roles
          • Custom Properties
          • Tagging with OAA
          • Cross Service IdP Connections
          • Incremental Updates
        • OAA Push API
          • OAA Operations
        • OAA Templates
          • Custom Application
          • Custom Identity Provider
          • Custom HRIS Provider
        • OAA .NET SDK
          • C# OAA Application Connector
        • OAA Python SDK
          • Application Outline
          • oaaclient modules
            • Client
            • Structures
            • Templates
            • Utils
        • Sample Apps
        • Example Connectors
      • Integration APIs
        • Enable/Disable Providers
        • Cloud Platforms and Data Providers
        • Identity Providers
        • Data Sources
        • Sync and Parse Status
      • Query APIs
        • Quick Start
        • Query Builder Terminology
        • Query Builder Parameters
        • Query Builder Results
        • List saved queries
        • Save a query
        • Get a saved query
        • Update a query
        • Delete a query
        • Get query node destinations
        • Get query nodes
        • Get query result
        • Get query spec node destinations
        • Get query spec nodes
        • Get query spec results
        • Private APIs
          • Get Access Relationship
          • Role Existence
          • Role Maintenance
          • Cohort Role Analysis
        • Tags
          • Create, Add, Remove Tag
          • Promoted Tags
      • Access Reviews APIs
        • Workflow Parameters Reference
        • List Workflows
        • List Certifications
        • List Certification Results
        • Update Certification Result
        • Force Update Result
        • Update Webhook Info
        • Get Certification Result
        • Manage Reviewer Deny List
        • Quick Filters
        • Help Page Templates
        • Smart Action Definitions
        • Delegate Reviewers
        • List Reviewer Infos
        • Get Access Graph
        • Automations API
        • Global Settings APIs
      • System Audit Logs
      • System Events
      • Notification Templates
        • Notification Templates API
      • Team and User Management APIs
        • Team API Keys
      • SCIM Provisioning
        • SCIM API Reference
        • SCIM Provisioning with Okta
  • Product Updates
    • 🆕Product Updates
      • Product Update: March'25
      • Product Update: February'25
      • UX Update - Integration Management
      • Product Update: January'25
      • Product Update: December'24
      • Product Update: November'24
      • Product Update: October'24
      • Product Update: September'24
      • Product Update: August'24
      • UX Update: Veza Integrations
      • Product Update: July'24
      • Product Update: June'24
      • Product Update: May'24
      • Product Update: April'24
      • UX Update - Enhanced Reviewer Experience for Veza Access Reviews
      • Product Update: March'24
      • Product Update: February'24
      • Design Update: February'24
      • UX Update - New Navigation Experience
      • UX Update - Access Review Dashboards
      • Building Veza’s Platform and Products
      • Veza Product Update - Jan'24
      • Veza Product Update - 2H 2023
      • Veza Product Update - December'23
      • Veza Product Update - November'23
      • Veza Product Update - October'23
      • Veza Product Update - September'23
      • Veza Product Update - August'23
      • Veza Product Update - July'23
      • Veza Product Update - June'23
      • Veza Product Update - May'23
      • Veza Product Update - April'23
      • Veza Product Update - March'23
      • Veza Product Update - Feb'23
      • Veza Product Update - Jan'23
Powered by GitBook
On this page
  • Key Features
  • Core Concepts
  • Getting Started

Was this helpful?

Export as PDF
  1. Features

Lifecycle Management

Introduction to Lifecycle Management with Veza

PreviousAccess MonitoringNextImplementation and Core Concepts

Last updated 5 months ago

Was this helpful?

Veza's Lifecycle Management (LCM) solution empowers organizations to automate and streamline the management of user identities and access rights throughout the employee lifecycle. From onboarding to role changes and offboarding, automated LCM workflows ensure that the right people have the correct access at the right time.

Key Features

  • Automated Provisioning and De-provisioning: Streamline granting and revoking entitlements as employees join, move within, or leave the organization

  • Environment-wide Synchronization: Keep user attributes and access rights consistent across applications and platforms

  • Customizable Workflows: Design tailored processes for different lifecycle events and user segments

  • Compliance and Audit Support: Maintain detailed records of access changes to support compliance and audit efforts

  • Integration with Identity Providers: Integrate with identity providers and HR systems, import HR data from CSV, or use a custom OAA template

Core Concepts

Policies

Policies define the rules and actions for managing identities throughout their lifecycle. They specify what actions should occur when there are changes in a source of identity, such as when a user is created or their attributes change.

After configuring a policy for a source of identity in your organization, Veza Lifecycle Management tracks the source for changes. When employee records are added or changed, actions will trigger based on the workflows and actions specified in the policy.

Workflows

Workflows are sequences of actions within a policy that execute based on specific conditions. They enable automation of lifecycle management processes such as onboarding, role changes, and offboarding.

Workflows only execute actions on users that meet specific conditions, and Policies can contain more than one Workflow. This enables you to create a single policy for your source of identity that contains multiple workflows, with one applying to new hires, another applying to terminated employees, and so on for the different JML scenarios you want to automate.

Access Profiles

Access Profiles define sets of entitlements (such as group memberships or role assignments within a target application) that should be granted to users based on their role within the organization (or another distinguishing attribute). You can use Access Profiles to define both Business Roles – segments of employees, and Profiles – collections of entitlements in a target application.

Assigning Business Roles to the Profiles they should inherit enables you to define the birthright entitlements for different types of employees in your organization. You can then assign those Business Roles when configuring workflows that add or remove access to an application.

Actions

Lifecycle Management Actions are tasks performed within a workflow, such as creating a user account, assigning group memberships, or disabling an account. Actions can be combined to trigger in sequence when there are changes in the source of identity. Actions can run for any identity that meets the workflow conditions, or only apply when action-level conditions are met.

Attribute Transformers

Transformers allow you to modify and format user attributes when synchronizing data between systems, ensuring consistency and compatibility when creating users across applications.

Lifecycle Management will provision new users with these attributes and can keep their accounts up-to-date when there are changes in the source of identity. Target entity attributes can be set to specific values or use metadata from the source of identity, and support a range of transformation functions.

Getting Started

Learn more about

Learn more about

Learn more about available

Learn about

Enable Integrations: Configure your data sources and enable them for Lifecycle Management.

Define Access Profiles: Create profiles that map your organizational structure to application-specific entitlements.

Create Policies: Add policies to automate identity management processes.

Configure Workflows: Design workflows within policies to handle specific lifecycle events.

🔄
Learn more about Policies
Workflows
Access Profiles
Actions
Transformers
Lifecycle Management Integrations
Creating Access Profiles
Building Lifecycle Management Policies
Configuring Workflows