Working with certifications

Your administrator may create a certification campaign containing access items or identities you're responsible for. When this happens, you'll receive an email that certifications are ready for your review. You may continue to receive email reminders about the certification until you complete your review.

Reviewing certifications

1. Select Certifications from the navigation menu.

2. In the Active tab, select the certification you want to work on.

3. Review the contents of the certification. The page will differ based on the type of certification:

   • Identity access certifications

     Select Identities and choose an identity from the list. You'll see a list of access items for that user. Review their access within the Roles, Access Profiles, or Entitlements tabs. Select an access item to view its details.

     

     You can also select Access Items and choose a role, access profile, or entitlement from the list. Review the identities who have that access.

     

   • Role composition certifications

     Select the role you want to review from the list of roles. Review the role's associated access profiles, membership criteria, and details.

     

   • Uncorrelated accounts certifications

     An uncorrelated account is a source account that is not matched to an authoritative identity. A single uncorrelated account is generally represented by an uncorrelated identity. In rare cases, multiple uncorrelated accounts may belong to the same uncorrelated identity and be grouped together.

     To review these certifications, select Uncorrelated Identities and choose the uncorrelated identity you want to certify from the list. Review the access items associated with the uncorrelated identity.

     

     You can also select Access Items and choose an access item from the list. Review the uncorrelated accounts associated with that access item.

   • Machine accounts certifications

     A machine identity is a representation of a business application or process that machine accounts, like service accounts, bots, or other types of non-human accounts, are grouped within. For example, Automated Teller service accounts may be grouped and correlated to a Automated Teller machine identity.

     To review these certifications, select Machine Identities and choose an identity from the list. You'll see a list of access items for that machine identity. Review their access within the Entitlements tab. Select an access item to view its details.

     

     You can also select Access Items and choose an entitlement from the list. Review the machine identities that have that access.

4. In each section, beside each item, select Approve to approve access or Revoke to revoke access. If the decision requires a comment, enter a comment and select Submit.

   Notes

   • You can only acknowledge a role that was automatically assigned to the identity through membership criteria. Select the Acknowledge button to do so.

   • If you choose to revoke an item in a role composition certification, include a comment explaining the change. The system will then send a task with these comments to the role owner to update the associated role.

   • If you feel there is a user who is better suited to review this access, you can reassign the certification.

   Tips for reviewing certifications

   • Your certifications may contain access flags and additional data from other SailPoint products and services your organization has licensed. This information can help you make more informed decisions about whether to approve or revoke each access item.
   • If configured by your administrator, you can also view additional attributes for entitlements to help make decisions on access. To do so, select an entitlement and view the Additional Attributes section within its details. You can also select individual entitlements within an access profile to view their additional attributes.

   Select More Options to leave comments with your decision, reassign the certification, or choose a revocation date. In the new window, enter the revocation date or comments about the certification and submit your decision.

   Note

   You cannot set a revocation date for entitlements.

   You can change your decision, add or modify a revocation date, or add additional comments until you sign off on the certification. In the Completed tab of an identity or access item, select Revisit Decision for the decision you want to update. After you complete a certification, you can add or modify a revocation date, add additional comments, or change your decision by selecting More Options .

5. To save your changes, select Exit Campaign in the upper-right corner of the page. You can return at any time to continue your work.

   If you've completed all decisions, you'll see a sign-off page when you select Exit Campaign. Select Sign off to mark the certifications as complete. The certification moves to the Completed tab on the Certifications page.

   If you need to save and review your decisions later, select Save and return later.

Access flags

When you review an access item for a certification, an icon may display in the Flags column. This icon alerts you of information you should consider when approving access. You may encounter the following flags:

Name	Icon	Definition
New Access		The access has not been certified previously.
Privileged Access		This access includes sensitive data. Admin, payroll, and HR are potential examples of privileged access.
Birthright Access		The access has been granted by automated rules, such as lifecycle states.
Comments		There are comments associated with this access.
Timebound Access		The access has a set end date.
Cloud Enabled		This access relates to cloud infrastructure.
Critical Data Access		This access contains critical data.

Viewing Critical Data

If your organization has SailPoint Data Access Security, you can view the impact score, policies, and data categories for entitlements.

The Impact Score is calculated by combining the perceived sensitivity of the data it grants access to with the number of instances of that data type. For example, an entitlement that grants access to 1000 social security numbers will have a higher Impact Score than an entitlement that grants access to 20 email addresses. The Impact Score can be High, Medium, or Low.

The Policies columns lists the policies associated with the data.

The tags within the Data Categories column describe the types of critical data the user will maintain access to if their access is approved.

Viewing Last Account Activity

If your organization has SailPoint SaaS Management, you can review the Last Account Activity column for each access item to determine when the user last accessed the account associated with the access.

This data describes when a user last accessed the account with that access profile or entitlement. The data does not describe when the access profile or entitlement was last used.

Viewing Recommendations

If your organization has the Recommendations service, select the Recommended or Not Recommended icon in the Decision column to view the reasons behind the recommendation. You can use this data to help guide your decision-making process.

Viewing Source Activity

If your organization has Activity Insights, you can view the Days Active column to determine how many days the identity was active on the source for the past 90 days.

You can use this information to determine how often the identity used the source and if they should still retain access to the entitlement.

Selecting the number of days opens a chart that displays the identity’s source activity for the past year and compares their activity to the company’s average.

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