Introduction to Collaborators
Access Certification allows users to add collaborators to their service (as administrators, approvers, or both) based on the type of access required for the user. Adding additional collaborators is optional and can be done at any time using the Collaborators page.
The following roles are available for your collaborators:
- 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.
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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.
Collaborators page
The Collaborators page is displayed when Collaborators is clicked in the navigation bar. The Collaborators page is used for adding and managing the collaborators currently associated with the Access Certification service.
Collaborators assigned the approver role are also added automatically as a result of running a campaign that requires a specific approver be added.
The following options appear on this page:
Invite Collaborator
This opens the Invite Collaborator dialog so you can add new collaborators to your Access Certification service. For more information, see Adding additional collaborators or Adding additional Azure AD work account collaborators.
Show
Use this drop-down menu to display collaborators based on role. The available options are: All Roles, Administrator, and Approver.
The search box is used to locate specific collaborators within the Collaborator table. To use the field, start typing the name or email of the collaborator in the field and the table will automatically update to display users that match.
The following information and button appears in the Collaborator table on this page:
Name
This displays the name specified in the collaborator invite.
This displays the email address to which the collaborator invite was sent.
Roles
This displays the role (or roles) currently assigned to the collaborator.
Status
This displays the status of the user. When a user is added they will be marked as Invited until the invitation has been accepted, at which point the Status column will update to display Registered.
This button appears for each collaborator and is used for editing the roles for the collaborator and removing collaborators from the account. For more information, see Editing roles and Removing collaborators.
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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. |
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NOTE: Until an invite has been accepted, the following options are available when clicking the
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Managing collaborators
The following sections provide information on managing collaborators for the Access Certification service.
- Adding additional collaborators
- Adding additional Azure AD work account collaborators
- Editing roles
- Removing collaborators
Adding additional collaborators
Collaborators are optional and can be added at any time. For information on adding a collaborator from within an Azure AD account, see Adding additional Azure AD work account collaborators.
To add additional collaborators
- On the Collaborators page, click Invite Collaborator.
- In the Invite Collaborator dialog, enter the name and email address of the user you would like to add as a collaborator to your organization.
- 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.
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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.
- Click Invite.
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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. They will be marked as Invited until the invitation has been accepted, at which point the Status column will update to display Registered.
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.
NOTE: Until an invite has been accepted, the following options are available when clicking the
button:
- Re-send Invitation: Selecting this option will re-send the invitation.
- Cancel Invitation: Selecting this option will cancel the invitation. The invited user will not be notified that the invitation was canceled; however, when logged in they will be unable to access the service.