Area Management: Cardholder Removal Workflow

Use Case Overview

The Cardholder Removal Workflow is an example of a System workflow. It is used to automatically remove selected cardholders from an access group during an access audit. It is available to approvers of the respective Access Groups.

When configured, it is triggered by clicking the removal button in the Cardholder tab within the Areas module.

Workflow Configuration

This workflow does not require any additional configuration unless the customer wants to customize it, for example, by sending notification emails to cardholders whose access has been removed.

1

Create a New System Workflow

To create a workflow from a template, first manually create an empty workflow.

2

Import a Template

Download the Area Management Cardholder Removal workflow template you want to customize and import it into the empty workflow created earlier.

This workflow template does not need additional configuration in its default setup.

3

Publish the Workflow

After testing and confirming the results, publish the workflow to make it visible in the system's configuration drop-down lists.

4

Select the Workflow in the Area Management Settings

Follow the instructions in the Set up the Access Removal Workflow and select the workflow during the Area Management configuration.