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Reassigning Certifications

If you need someone other than the original reviewer to approve or revoke the access rights of users at your company, you can reassign your certifications from one user to another. This may be helpful if a reviewer is on leave, unable to finish their certifications, or if you have a team of security professionals assigned to review access.

When you reassign a certification, IdentityNow validates that the user being certified won't be reviewing their own access. If a reviewer has already signed off on their certification, you can't reassign that certification to another user.

Reassigning Individual Certifications

If a reviewer is unable to complete their certifications, reassign their certifications to another user.

Prerequisites:

  • You must have created a certification campaign that is either started or in preview mode.

  • One or more of the reviewers involved in the campaign has not yet signed off on their certifications.

To reassign individual certifications:

  1. Go to Admin > Certifications > Campaigns.

  2. Select Details for the campaign that includes certifications you want to reassign.

  3. Select Reassign to open the Certification Reassignment window.

    You can also select the checkbox beside the name of each user whose certifications you want to reassign and then select Reassign.

  4. In the Reassign To: field, select the user you want to reassign the certification to.

  5. Under Reason For Reassignment, enter the reason why this certification is being reassigned.

    Best Practice

    Include your name in the reasoning, so the new reviewer can contact you with any questions.

  6. Select Reassign to submit the reassignment request.

Repeat these steps for all the certifications that you need to reassign.

Automatically Reassigning Certifications

If you have a reviewer away on extended leave or a team of security professionals assigned to review the access of your high-level employees, you can reassign certifications using a .csv file, also known as a mapping file.

Note

You cannot reassign source owner campaigns or certification campaigns that have already been started.

Prerequisite: All the users in mapping files must have been loaded into the system through a flat file feed or a direct connect source that is configured to be used for accounts and has a related identity profile.

To automatically reassign certifications:

  1. Go to Admin > Certifications > Reassign Certifications.

  2. Select Download to get a copy of the template you'll use to create the reassignment mappings.

  3. Open the .csv file for editing.

  4. In the originalRecipient column, type the IdentityNow username of the identity who would normally receive the certification. This must match the contents of Account ID for the identity in the Identity List.

  5. In the newRecipient column, type the user name of the person who you want to reassign the certification to.

  6. Save the file as a .csv file and import it into IdentityNow.

After the file is imported successfully, the reassignments are displayed in the Current Reassignments grid, along with the date the last reassignment file was imported. Users with new certifications assigned to them receive a Certification Reassignment email.

To change reassignments:

  • You can overwrite the current reassignments by uploading a new file.

  • You can reset to the default certification assignments by selecting Remove All.