Service Automation

Allow requesting roles (bundled products) for end users with dependency-aware provisioning and deprovisioning
When using the self-service functionality in HelloID Service Automation, end users currently request individual products one at a time. While this works functionally, it can be inefficient and does not align well with real-world scenarios where access is typically granted based on roles or job functions. In many organizations, access to applications and services is grouped into roles (e.g. department roles, project roles, or job-based access). These roles often consist of multiple underlying products. Currently, end users must request each product individually, which increases complexity and does not reflect how access is logically structured. Requested Enhancement Introduce the ability for administrators to define roles that consist of one or more products, and allow end users to request these roles through the self-service portal. When a role is requested: The end user submits a single request for the role HelloID provisions all underlying products linked to that role Each product has its own workflow or there is a workflow defined at the role level Additionally, the system should support dependency-aware deprovisioning: When a role is revoked, HelloID evaluates whether underlying products are still assigned via other roles A product should only be deprovisioned when it is no longer linked to any active role or assignment for that user This ensures that access is not unintentionally removed when multiple roles grant the same product Example Scenario An employee requests the “Finance Employee” role via self-service. This role includes access to: Financial system Reporting tool Shared finance drive HelloID provisions all associated products. Later, the employee also receives a “Project Controller” role, which includes the reporting tool. When the “Finance Employee” role is revoked, HelloID detects that the reporting tool is still assigned through the “Project Controller” role and does not remove access. Only when the last role granting that product is removed will the product be deprovisioned. Business Value This improvement aligns access management with real-world role-based access models, reduces the number of individual requests for end users, and improves usability of the self-service portal. It also increases reliability and governance by preventing unintended access removal through dependency-aware deprovisioning. Additionally, it reduces administrative overhead by allowing administrators to centrally manage product groupings via roles instead of maintaining large numbers of individual product requests.
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Allow requesting multiple products at once for managed users
When using the managed users functionality in HelloID, it is currently only possible to request one product at a time for a user. While this works functionally, it can be inefficient in scenarios where multiple products need to be requested for the same user. In many organizations, requesters such as managers or service desk employees are responsible for requesting access to several applications or services for a user. With the current functionality, each product must be requested separately, which increases the number of steps and makes the process more time-consuming. Requested Enhancement Introduce the ability to request multiple products at once for a managed user. This would allow requesters to select several products in a single request instead of submitting separate requests for each product. The request process should still follow the existing approval and workflow logic for each product. Example Scenario A manager or service desk employee needs to request access to several applications for a new employee. Instead of submitting multiple individual requests, the requester could select multiple products and submit them in a single action. Each product would still follow its configured approval workflow. Business Value This improvement would make the request process more efficient for managers and service desk employees, reduce repetitive actions when requesting multiple products, and improve the usability of the managed users functionality.
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Allow configuring delegated requesters for products
Introduce the ability to configure a delegated requester group on a product. Members of this group should be able to submit requests for that product through the Managed Products functionality. This would allow designated users to request access for other users without giving them approval permissions. The delegated requester should only be able to submit requests and should not be able to approve them. Currently, the resource owner group is responsible for managing and approving access for a product. However, in some scenarios it is desirable that certain users can submit requests for a product without being responsible for approving them. Requested Enhancement Allow administrators to configure a delegated requester group on a product. Members of this group should be able to submit requests for that product through Managed Products for other users. This permission should only allow submitting requests and should not grant approval rights. It is important to clearly distinguish this functionality from the resource owner group. Resource owners are responsible for managing and approving access to a product, while delegated requesters should only be able to submit requests for that product. This configuration should also be manageable through the HelloID API so that delegated requester assignments can be automated. Example Scenario A service desk team is responsible for submitting access requests for users. Instead of making the service desk part of the resource owner group, a delegated requester group could be configured on the product. Members of this group could then submit requests for users through Managed Products without being able to approve the requests. Business Value This improvement would provide more flexibility in request delegation and better reflect real organizational processes where certain teams, such as service desks, are responsible for submitting requests while product owners remain responsible for approvals. It also enables automation and integration through the HelloID API for managing delegated requester configurations.
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