Starling Governance Access Certification Hosted - Integration Guide

Adding additional Azure AD work account collaborators

Collaborators are optional and can be added at any time. For information on adding a collaborator from outside an Azure AD account, see Adding additional collaborators.

To add additional Azure AD work account collaborators

1. On the Collaborators page, click Invite Collaborator.

2. Click in the Search for collaborator field and begin typing in the empty field to filter the available collaborators.

3. Click the name of the collaborator you want to add to populate the field.

   NOTE: If the collaborator cannot be found or is not associated with your Azure AD tenant, click Unable to find collaborator and enter the name and email address of the user you would like to add as a collaborator to your organization.

4. In the Collaborator Roles section, select the check box associated with the roles that will be assigned to the new collaborator (at least one role must be assigned):
   • Administrator: This role allows you access to the configuration pages within Access Certification service. There must always be at least one administrator associated with the account.

   • Approver: This role allows you access to the My Approvals page of the Access Certification service. Specifically, collaborators that are assigned only the approver role will only have access to the information and pages required to respond to certification requests. All other pages within Access Certification will be hidden from approvers unless they are also assigned the administrator role.

5. Click Invite.

6. An email will be sent with a link to either register a new account that has access to your organization or, if the recipient has already registered with Starling using this email address, a notification that they now have access to your organization's Access Certification service.

   NOTE: Administrators and collaborators associated with multiple organizations can switch between Starling subscriptions once they have logged in using the button in the title bar.

Editing roles

The following procedure explains how to edit a collaborator's assigned roles.

To edit roles for a collaborator

1. On the Collaborators page, locate the collaborator whose roles you want to edit. You can use the Search for collaborators field at the top of the page to filter the listed collaborators.

2. Once you have located the collaborator to edit, click the button.

3. Select the Edit Roles option.

4. In the Collaborator Roles dialog, select the check box associated with the roles that will be assigned to the collaborator (at least one role must be assigned):

   • Administrator: This role allows you access to the configuration pages within Access Certification service. There must always be at least one administrator associated with the account.

   • Approver: This role allows you access to the My Approvals page of the Access Certification service. Specifically, collaborators that are assigned only the approver role will only have access to the information and pages required to respond to certification requests. All other pages within Access Certification will be hidden from approvers unless they are also assigned the administrator role.

   NOTE: If you are an administrator for the account then only another administrator can remove your administrator role. Coordinate with other administrators before making edits to their roles to avoid removing each other as administrators.

5. Click Save to save your changes and return to the Collaborators page.

Removing collaborators

If a collaborator is no longer needed, you can remove their access to the Access Certification service.

To remove collaborators

1. On the Collaborators page, locate the user you want to remove as a collaborator. You can use the Search for collaborators field at the top of the page to filter the listed collaborators.

2. Click the button associated with the user you want to remove.

3. Select the Remove Collaborator option.

   NOTE: You are unable to remove yourself as a collaborator, and if you are an administrator for the account then only another administrator can remove your administrator role. Coordinate with other administrators before making edits to their roles to avoid removing each other as administrators.

4. In the confirmation dialog, click OK to remove their access to your subscription of Access Certification.