BotIntelli — Access Reviews User Guide

This guide explains Access Reviews: how to create an access review campaign, view campaigns, and complete reviews (approve/revoke access) for compliance.

What Are Access Reviews?

Access Reviews are campaigns where reviewers check that members have the right access (roles/permissions). You create a campaign (name, description, scope, due date), reviewers see the list of members (or roles) and approve or revoke access. Status is tracked (open, in progress, completed, expired).

Where to Find It

Sidebar: Security & Compliance → Access Reviews.
URL: https://app.botintelli.com/dashboard?view=rbac-access-reviews or https://app.botintelli.com/settings/access-reviews.

Complete User Journey

Step 1: View Campaign List

You see a list of access review campaigns. Each shows name, description, status (open, in progress, completed, expired), due date, and possibly progress (e.g. X of Y reviewed).

Step 2: Create a New Campaign

Click Create (or “New access review”).
Form:
- Name — Short title (e.g. “Q1 2025 access review”).
- Description — Optional details.
- Scope — e.g. “All members” or a subset (depending on app options).
- Due date — When the review must be completed.
Submit. The campaign is created and appears in the list with status open (or similar).

Step 3: Open a Campaign to Review

Click a campaign (or “Review”) to open the campaign detail page. You see members (or roles) to review. For each entry you may see name, email, current role(s), and actions Approve / Revoke (or “Remove access”).

Step 4: Complete Reviews

For each member (or role): Approve to keep access as is, or Revoke to remove access (or downgrade, per app behavior). Save or submit per entry. Progress updates (e.g. “in progress”, then “completed” when all are done).

Step 5: Track Status

Back on the list, campaign status updates: open → in progress → completed. If the due date passes before completion, status may become expired.

Input Fields (Create Campaign)

Field	What to enter
Name	Title of the access review campaign.
Description	Optional description.
Scope	e.g. All members (or the options your app provides).
Due date	Date by which the review should be completed.

Quick Reference

Goal	Action
Create a review	Create → fill name, description, scope, due date → submit.
Do the review	Open campaign → for each member, Approve or Revoke.
Check status	View campaign list; status and due date shown.

For SoD policy definitions, see SoD Policies. For compliance metrics, see Compliance.