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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage Access Flows

Edit, delete, and perform other actions on existing access flows

An access flow is an automated, dynamic permissions workflow that allows admins to define access to a set of resources.

The Apono UI enables you to easily manage your access flows:

  • Searching and filtering access flows

  • Reviewing access flow configurations

  • Editing and duplicating existing access flows

  • Activating or deactivating access flows

  • Deleting access flows

Find and filter access flows

Finding the Access Flows list

Apono offers various ways to search for and filter access flows. Access flows are collapsed by default so that you can view more entries at once.

Follow these steps to find an access flow:

  1. From the left navigation, click Access Flows. The Access Flows page displays existing access flows in a compact list. Each collapsed row displays summary information to help you identify the access flow.

  2. (Optional) If Space Management is enabled, select a space from the space selector at the top of the page to show only the access flows for that space.

  3. In the search bar, enter the name, grantees, or resource type of an access flow. All access flows with matching keywords appear.

  4. (Optional) Apply one or more of the primary filters.

Integration

Follow these steps to apply the filter:

  1. Click Integration.

  2. (Optional) In the Search field, enter a value to filter the list.

  3. Select one or more integrations.

Resource Type

Follow these steps to apply the filter:

  1. Click Resource Type.

  2. (Optional) In the Search field, enter a value to filter the list.

  3. Select one or more resource types.

Approval

Follow these steps to apply the filter:

  1. Click Approval.

  2. Select either Automatic or Manual.

  1. (Optional) Apply one or more of the secondary filters.

Saved Access Scope

Follow these steps to apply the filter:

  1. Click (More filters icon) > Saved Access Scope.

  2. (Optional) In the Search field, enter a value to filter the list.

  3. Select one or more values.

Bundle

Follow these steps to apply the filter:

  1. Click (More filters icon) > Bundle.

  2. (Optional) In the Search field, enter a value to filter the list.

  3. Select one or more values.

Status

Follow these steps to apply the filter:

  1. Click (More filters icon) > Status.

  2. Select either Active or Inactive.

Label

Follow these steps to apply the filter:

  1. Click (More filters icon) > Label.

  2. (Optional) In the Search field, enter a value to filter the list.

  3. Select one or more values.

Trigger Type

Follow these steps to apply the filter:

  1. Click (More filters icon) > Trigger Type.

  2. (Optional) In the Search field, enter a value to filter the list.

  3. Select one or more values.

After you search or apply filters, only access flows matching the specified keywords and criteria appear.

View access flow details

Access flow expanded row

By default, each collapsed row on the Access Flows page displays summary information about the access flow, including its name, grantees, access targets, approval type, and status.

You can expand a row to view additional configuration details. Depending on the access flow, these details may include the description, access duration, justification, session type, integration, resource type, permissions, usage, and approvers.

Follow these steps to view the details of an access flow:

  1. On the Access Flows page, find an access flow.

  2. (Optional) Click show more to display additional target information.

If show more does not appear, all target information is already displayed.

  1. Click the row of an access flow. The row expands to display additional details.

  2. To collapse the row, click in the row of the access flow again.

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To expand all access flow rows, click Expand all. To return to the compact list, click Collapse all.

Edit an access flow

Editing an access flow

Follow these steps to edit an existing access flow:

  1. On the Access Flows page, find an access flow.

  2. In the row of the access flow, click (Edit icon). The Edit Access Flow page appears.

  3. (Optional) Click the Extend duration toggle to on. The toggle turns green.

  4. (Optional) In the row of the access flow, click Generate AI Description to add a description that summarizes the access flow.

This option only appears if the description is empty.

After generating the description, you can provide feedback on the description. Click (thumbs up icon) if the description was helpful. Click (thumbs down icon) and add a comment if the description was unhelpful.

  1. Update the relevant self serve or automatic access flow settings.

  2. Click Save Access Flow. The completion page appears.

  3. Click Done.

Duplicate an access flow

Duplicating an access flow

Follow these steps to duplicate an access flow:

  1. On the Access Flows page, find an access flow.

  2. In the row of the access flow, click ⋮ > Duplicate. A duplicate of the access flow appears in the Access Flows list with (Copy) appended to its name.

When duplicating an access flow, note the following:

  • By default, the duplicate has the same active or inactive status as the original access flow.

  • If Space Management is enabled, the duplicate is created in the same location as the original, either within the same space or at the global account level.

Activate or deactivate an access flow

Deactivating an access flow

Deactivating an access flow changes its status to inactive and stops it from managing access to its specified resources. However, deactivating an access flow does not result in deletion. The access flow remains on the Access Flows page.

Follow these steps to activate or deactivate an access flow:

  1. On the Access Flows page, find an access flow.

  2. In the row of the access flow, click the toggle to OFF to deactivate the access flow. A green success message confirms that the access flow has been deactivated.

Click the toggle to ON to activate the access flow.

Delete an access flow

Deleting an access flow

Deleting an access flow performs two tasks:

  • Stops the access flow from managing access to its specified resources

  • Removes the access flow from the Access Flows page

Follow these steps to delete an access flow:

  1. On the Access Flows page, find an access flow.

  2. In the row of the access flow, click ⋮ > Delete. A deletion warning prompt appears.

  3. Click Yes. The access flow is deleted.

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