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Legacy Workflows

Automate and streamline the entire Access lifecycle

Updated over 2 months ago

Deprecation notice!

  • Legacy Workflows are on a deprecation path, and will be fully deprecated after February 2025. See full deprecation schedule here.

  • Please recreate the Workflows you need using new Workflows.

  • If you need assistance, contact us and we'll be happy to schedule a migration session with you.

Overview

This guide provides a step-by-step process for getting started using Axiom Security Workflows. Using Workflows, you can automate access requests by choosing a set of targets, sources, and actions.

Currently, Workflows support the following integrations:

  • AWS

  • MongoDB Atlas

  • Postgres

  • MySQL

Workflows page

The workflows page will open by clicking on the “Workflow” option in the left menu.

On this page, you can see all your workflows and a summary.

You can create a new workflow and watch the details & events of a specific workflow.

Active / Inactive Workflow

The toggle represents the workflow’s activity:

On - the workflow active and work

Off - The workflow exists but is currently in sleep mode. Meaning: even if we find a match between access requests to this workflow - the request will go to manual review.

Create new workflow

From the “Workflows” page, click on “Create new workflow”

The workflow includes 3 sections:

Target

Choose the users this workflow will be applied to (can choose multiple users)

Source

On which vendor do you want to apply this workflow? All the options are under “Location” field.

Please note! The list of vendors is based on your integrations with Axiom Security

By choosing “Location” new fields will show up based on your selection.

Examples

AWS

  • Account - Multi-selection

  • Permission set - Multi-selection, all the permission sets under the selected account (Optional)

Please note! You can choose multiple accounts, but by selecting this option, the permission set will not be available.

This will auto-approve/deny (based on your choice in “Action” section) every request on the selected account, without any connection to permission sets.

MongoDB Atlas | Postgres | MySQL:

  • Project - Multi-selection

  • Cluster - Multi-selection, all the clusters under the selected project (Optional)

  • Role - Multi-selection

Please note! You can choose multiple projects, but by selecting this option, the cluster will not be available.

This will auto-approve/deny (based on your choice in “Action” section) every request on the selected account, without any connection to a cluster

Conditions - Optional

You can choose the add conditions to your workflow

  1. Had this permissions previously - the workflow will apply only if the users had the selected permissions before, in the time period you choose

  2. Request duration - the workflow will apply only if the Access-Request duration (chosen by the user) is in a specific time period

Action

Currently, we support two options: Auto approve or Auto Deny.

In the case of “Auto approve” - you need to choose the duration (time til the access will be expired)

Workflow details page

After creating new workflows (or choosing workflow from the “All Workflows” page) - you will redirect to the workflow page.

On this page, you can see all the workflow details & events.

Edit / Remove workflow

You can edit/remove workflow from two places:

  1. Workflows page - Clicking on the “…” menu

  2. Workflow details page - Clicking on the “…” menu

Request view - Approve/Deny by Workflow

A request that was automatically reviewed by workflow will have the workflow name in the “approver” field

Notifications (Slack & Email)

Users will get the same notification as the manual access review.

Tenant Admins / Admins / Resource owners will get a notification on each workflow decision.

Events

You can see all the workflows events in two places:

  1. Under specific workflow page

  2. Under the “Events” page, you can filter the “Type” = “Workflow”

Coming soon: Okta

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