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Configure Approval Steps

Approval Steps are the building blocks of Approval Flow Policies in EmpowerID. These steps define how access requests—submitted as "Business Requests" via the IAM Shop—are evaluated and approved. This guide walks administrators through the process of creating and configuring a basic Approval Step that uses a resolver rule to require manager approval.

Prerequisites​

Ensure you have the necessary administrative privileges to access and modify Approval Flow Policies in EmpowerID.

Procedure: Create and Configure an Approval Step​

Step 1: Access the Approval Policies Page​

  1. In the EmpowerID navigation bar, expand No Code/Low Code Workflow.
  2. Click Approval Policies.

Step 2: Add a New Approval Step​

  1. On the Find Approval Policy page, select the Approval Steps tab.
  2. Click the Add button in the grid header. Create New Approval Step Button
  3. In the form that appears, fill out the fields as appropriate. Refer to the table below for field descriptions.

Field Descriptions​

FieldRequiredDescription
NameYesA unique internal name for the step used for system identification.
Display NameYesA user-friendly name displayed in the UI to help identify the step.
Locale Key (Unique Name)NoKey for supporting multilingual environments. Used to localize the display name.
DescriptionNoOptional explanatory text for the step's function or context.
Locale Key for DescriptionNoUsed for translating the description across different locales.
Step Decision WorkflowNoDefines the logic used to evaluate approval decisions. Choose a workflow suited to your approval strategy.
Step TypeNo (defaults to "Default Approval")Specifies the type of approval. Options:
- Default Approval: Standard approval logic.
- Risk Approval: For sensitive or high-risk requests, often with stricter rules.
Auto-Approve Decision if Approver Previously ApprovedNoOptional policy that auto-approves if the approver has previously approved the same request type.
Escalation PolicyYesDetermines what action to take if the approver does not respond within a defined timeframe.
Is Shipping DataNoFor internal use only.
Can Edit Length of AccessNoAllows the approver to modify how long access is granted for approved items.
  1. Click Save to create the step.

Step 3: Open the Newly Created Step​

  1. Search for the step you just created. You must enter at least 3 characters to search. Create New Approval Step Button
  2. Click the Name link to open the step configuration page.

Step 4: Assign an Approver Resolver Rule​

  1. Expand the Approver Resolver Rules accordion section.
  2. Click the Add button.
  3. In the Approver Resolver Type dropdown, select the appropriate rule type (e.g., manager of the initiator).
  4. Click Save, then click Submit to finalize the rule assignment.

Next Steps​