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Creating a Campaign to Certify Access

Compliance Managers and Administrators, or anyone with the proper access rights, can create an access certification campaign, with or without an access certification template.

You can create a one-off campaign, store the campaign definitions as a template to be reused in the future, or create a recurring or scheduled campaign.

To create an Access Certification campaign without an Access Certification template:

  1. Navigate to Compliance > Access Certification > Campaign Management.
  2. Select + New Campaign.

The Create Campaign screen displays, and includes the following steps:

  • General Details
  • Filter Selection
  • Review Process
  • Summary

  • Save

    Note

    Fields marked with an asterisk are mandatory.