Document & Workflow AutomationPurpose
1.2. Automated workflows ensure regulatory compliance, rapid access provisioning/deprovisioning, role-based access reviews, and zero trust enforcement across document and workflow systems.
1.3. Automating tasks enhances security, auditable tracking, and response time for permission changes due to personnel shifts, audits, or incident responses.
Trigger Conditions
2.2. Scheduled periodic (weekly/monthly) access reviews or compliance audits.
2.3. Real-time detection of abnormal login or access attempts.
2.4. Task/role assignment changes in project management or process automation tools.
2.5. Automated security alerts (SIEM/IDS/IRM) indicating data exfiltration or threat.
Platform Variants
• Feature/Setting: Automate user provisioning and permission updates via MS Graph API `/users/{id}/memberOf` and `/groups/{id}/members`.
3.2. Okta
• Feature/Setting: Automating user role management with Okta API `/api/v1/users/{userId}/roles` for bulk permission edits.
3.3. AWS IAM
• Feature/Setting: Automate policy attachment/removal via `PutUserPolicy` or `AttachUserPolicy` API call.
3.4. Google Workspace Admin
• Feature/Setting: Automated group and user updates using Directory API `/admin/directory/v1/users/` and `/groups/`.
3.5. ServiceNow
• Feature/Setting: Automate access request fulfillment workflows using Flow Designer and Table API `/api/now/table/sys_user_has_role`.
3.6. SailPoint
• Feature/Setting: Automate access reviews and provisioning with REST API `/v3/access-instances`.
3.7. CyberArk
• Feature/Setting: Automate privileged account onboarding and permission removal via `/PasswordVault/API/Accounts`.
3.8. OneLogin
• Feature/Setting: Automated role assignment via OneLogin API `/api/1/users/{id}/roles`.
3.9. JumpCloud
• Feature/Setting: Automate group membership and SSO entitlements via `/api/systemusers/{user_id}/associations`.
3.10. Auth0
• Feature/Setting: Automate permissions via Auth0 Management API `/api/v2/roles/{id}/users`.
3.11. IBM Security Verify
• Feature/Setting: Automate access policies and group assignments with `/v1.0/Users` API endpoint.
3.12. Active Directory (On-Premises)
• Feature/Setting: Automate group membership updates using PowerShell cmdlets `Add-ADGroupMember` and `Remove-ADGroupMember`.
3.13. Ping Identity
• Feature/Setting: Automate role provisioning flow with PingOne API `/environments/{envId}/users/{userId}/roles`.
3.14. Workday
• Feature/Setting: Automate role or security group assignments with Workday API `PUT /User` for permission updates.
3.15. Oracle Identity Cloud
• Feature/Setting: Automate group/user provisioning via `/admin/v1/Users` API endpoint for automating permissions.
3.16. Zendesk
• Feature/Setting: Automate permission set assignment for agents via `/api/v2/users/{id}/roles`.
3.17. Smartsheet
• Feature/Setting: Automate sharing/group access using `/2.0/users` API calls.
3.18. Box
• Feature/Setting: Automate file and folder access change by `/collaborations` API endpoint.
3.19. Slack
• Feature/Setting: Automate workspace/user group authority via `/admin.users.setAdmin`.
3.20. Atlassian Confluence
• Feature/Setting: Automate permission automation via REST API `/wiki/rest/api/group/{groupName}` for document access control.
3.21. Salesforce
• Feature/Setting: Automate user permission set assignment with REST API `/services/data/v53.0/sobjects/PermissionSetAssignment/`.
3.22. SAP SuccessFactors
• Feature/Setting: Automate role update with OData API `/User`.
Benefits
4.2. Rapid, automated deprovisioning minimizes risk after personnel changes.
4.3. Scales permission updates automatically across systems with minimal manual intervention.
4.4. Automator pipelines adapt to real-time incidents for proactive security automation.
4.5. Reduces error-prone manual updates and ensures automatable roles are consistent with policy.
4.6. Enhances response time by automating privileged access controls for critical assets.
4.7. Provides traceability and logging for every automated workflow execution.