Access request automation
Secure access request automation for your Charleston business
Move requests from email and chat into a logged route that sends decisions to a manager or system owner, then records and writes approved changes to Microsoft 365 and Entra ID.
Automated routing
Managed approvals with access request automation
Requests for folders or software arrive through a form and match a predefined rule. Automation carries the request to the manager responsible for that resource, then records the decision and makes the change in Entra and Microsoft 365 once approved.
- 1
Rules match requests
Every incoming request fits a specific class. Automation identifies the resource needed and selects the correct path based on the office directory.
- 2
Managers decide access
Routes send requests to the person owning the data or the user's manager. Requesters never approve their own requests and a person always decides.
- 3
Systems update automatically
Approved changes write to Microsoft 365 and Entra ID once authorized. Records show the requester, the approver, the exact change made, and the scheduled removal date.
Offices using automated requests
Administrative staff and practice managers use these routes to grant access to sensitive data and software while keeping a record for every decision made in the office.
Select your office type
Related services
Access request automation in action
See a single request move from the initial ask to the final grant across different common scenarios in a local business environment.
View a request path
Lands
Matches
Routes
Records
Names and details shown are samples.
Safeguards before access is granted
Reliability depends on clear rules and consistent oversight. System logic denies requests that time out and keeps every change visible to management.
Directory accuracy
Routing relies on the manager field in your directory. Build processes include correcting these records to ensure requests reach the right person every time.
Automated expiration
Access carries a fixed end date and disappears when it expires. Users receive notifications before removal, allowing them to request an extension if the work continues.
Fallback routing
Pending requests forward to alternate approvers when configured for a set duration. Requests reaching the final time limit without a decision expire as denied.
Error handling
Failed system calls route to a person with the error details attached. Every grant and removal is recorded with the approver name and time for review.
Build your access request automation
One request class is normally built in days. Joiner and leaver routes take longer because those decisions involve organizational policy changes.
- 1
Identify request classes
List each type of access and name the person responsible for approvals. Group requests into three to five distinct categories for the initial build.
- 2
Update directory fields
Correct the manager attribute for every user in the office directory. Accurate records ensure the automation knows exactly where to send each new request.
- 3
Launch first route
Run the primary request path end to end. Watch the first week of live requests to confirm the route functions as expected for staff.
- 4
Configure leaver process
Build the removal route second. Automated leaver processes use the same machinery to revoke access and protect company data when staff members depart.
Common questions
- Who approves a request?
Rules send requests to the user's manager or the person who owns the resource. The person making the request never approves their own access.
- What happens when the manager field is empty or the approver does not answer?
Automation routes the request to a fallback person if the manager attribute is missing. Requests that time out without approval are denied automatically.
- Can access expire on its own?
Yes. Access assignments include an end date and the system removes the permission automatically when that date passes. Users get a warning before this happens.
- Where is the record kept?
Microsoft 365 and Entra ID maintain logs of every grant and removal. Power Automate and the Teams Approvals app save records in Microsoft Dataverse and Microsoft Purview.
- Does it work with Microsoft 365 and Entra only?
Microsoft environments are the common case. Similar routing patterns apply to other systems with accessible interfaces using the same logic for approvals and logging.
- How are the automation's own permissions limited?
Automation uses a credential limited to the specific groups and systems in the built routes. Managed identities provide secure access without sharing broad administrative passwords.
Request a conversation about access automation
Call (844) 422-7000 or book a conversation to move your access requests into a managed route.