The Client Portal User Approval Workflow in Assette is a specialized workflow used to manage and approve user access to the Client Portal. This ensures that only authorized individuals are granted access and that all requests are subject to the same standards of review and validation as other workflows in the platform.
This workflow is configured using the Workflow Design interface, accessed from the navigation bar.
Accessing the Workflow Design Interface #
To configure or modify the Client Portal User Approval Workflow:
- Select the gear icon in the navigation bar at the top of the page.
- Navigate to Workflows and then select Workflow Design.
This will open the Workflow Design interface where all workflow definitions are created and maintained.
Defining the Workflow Logic #
The Client Portal User Approval Workflow follows the same conditional logic and approval mechanisms used in other workflow categories within Assette, such as Smart Pages or Data Objects.
When creating or modifying this workflow:
- Use conditional logic to determine when an approval step is triggered.
- Include approval groups or individuals responsible for reviewing and approving user access requests.
- Configure steps so that approvals are required before access is granted to the Client Portal.
- Leverage the “Exclude initiator” setting, if desired, to prevent users from approving their own access requests.
- Use the Pick Me option to allow approvers to manually claim tasks for processing, which helps reduce task duplication and ensures accountability.
Best Practices for Workflow Configuration #
When setting up the Client Portal User Approval Workflow:
- Align approval steps with organizational policies for data access and client confidentiality.
- Assign approval responsibilities to appropriate roles or groups that oversee client relationships or data security.
- Consider using multi-step approvals if additional validation is required before granting access.
- Use workflow conditions to route approvals only for requests that meet specific criteria (e.g., user type, requested access level).
Use Case #
This workflow is specifically designed to manage access to the Client Portal, which serves as a secure area for clients to view reports, content, or other materials prepared for them. The workflow ensures that access is granted only after appropriate review, helping to maintain data security and governance standards.
For example, when a new user request is submitted to access the Client Portal:
- The request enters the workflow.
- Assigned approvers (either individuals or groups) are notified.
- Based on the approval conditions configured, the request either advances to the next step or is returned for further clarification.
- Once all required approvals are completed, access is granted to the user.
Additional Resources #
For more information on related topics, refer to the following articles: