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 existing access flows:

  • Editing existing access flows to maintain up-to-date access control
  • Duplicating access flow templates for reuse
  • Deactivating access flows
  • Deleting access flows


Find an access flow

Finding an access flow

Finding an access flow

Apono offers various ways to search and filter for an access flow. Follow these steps to find an access flow:

  1. From the left navigation, click Access Flows. The Access Flows page appears with each existing access flow in its own card.

    ℹ️

    The access flow cards display key information related to each access flow:

    • Name
    • Creation date
    • Grantees (Users, Groups, or Shifts)
    • Access targets (Roles, Resources,
    • Integrations, and Bundle names)
    • Status (Active or Inactive)
    • (If applicable) Admin-generated labels
  2. In the search bar, enter the name, grantees, or resource types of an access flow. All access flows with matching keywords appear.
  3. (Optional) Apply one or both of the primary filters.

    Filter Description
    Integration Reveals access flows according to the integrations they manage

    Follow this step to apply the filter:
    1. From the Integration dropdown menu, select one or more integrations.

      NOTE: You may enter keywords into the search bar to locate an integration.
    Resource Type Reveals access flows according to the resource types they manage

    Follow this step to apply the filter:
    1. From the Resource Type dropdown menu, select one or more resource types.

      NOTE: You may enter keywords into the search bar to locate a resource type.

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

    Filter Description
    Approval Reveals access flows according to their approval type

    Follow these steps to apply the filter:
    1. From the More Filters dropdown menu, select Approval. The Approval dropdown menu appears.
    2. Select either Automatic or Manual approval type.
    Bundle Reveals access flows according to their bundles

    Follow these steps to apply the filter:
    1. From the More Filters dropdown menu, select Bundle. The Bundle dropdown menu appears.
    2. Select one or more bundles.

      NOTE: You may enter keywords into the search bar to locate a bundle.
    Label Reveals access flows according to their admin-generated labels

    Follow these steps to apply the filter:
    1. From the More Filters dropdown menu, select Label. The Label dropdown menu appears.
    2. Select one or more labels.

      NOTE: You may enter keywords into the search bar to locate a label.
    Status Reveals access flows according to their status

    Follow these steps to apply the filter:
    1. From the More Filters dropdown menu, select Status. The Status dropdown menu appears.
    2. Select either Active or Inactive status.
    Trigger Type Reveals access flows according to their trigger type

    Follow these steps to apply the filter:
    1. From the More Filters dropdown menu, select Trigger Type. The Trigger Type dropdown menu appears.
    2. Select either Self Serve or Automatic status.


    NOTE: The icon beside the access flow name indicates the trigger type. A blue icon signifies Self Serve, and a green icon signifies Automatic.

After searching and applying filters, only access flows matching the keywords and criteria appear on the Access Flows page.



Edit an access flow

Editing 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. The Edit Access Flow page appears.
  3. In your desired fields, create new access flow guidelines.
  4. Click Save Access Flow. The completion page appears.
  5. Click Done.


Duplicate an access flow

Duplicating 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. The duplicate (Copy) flow appears in the Access Flows table.

    ℹ️

    By default, the duplicate will take on the active or inactive status of the original access flow.



Deactivate an access flow

Deactivating 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 template remains in the Access Flows page.

Follow these steps to deactivate an access flow:

  1. On the Access Flows page, find an access flow.
  2. In the row of the access flow, toggle OFF the access flow to deactivate it. A green success panel appears to indicate the deactivation.


Delete an access flow

Deleting 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 template from the Access Flows page
  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.




What’s Next