Before onboarding your team, select one of the common use cases for Indent to help your team manage access. This guide will walk through the steps to support everyday access for your team.
Step 1: Connect Slack channels
This will be where your reviewers will see request come in, they can discuss as a group or provide visibility for more people even if they're not a reviewer. These channels range from general-purpose
#access-requests to department-specific
#hr-finance-approvals where all the reviewers can see messages.
Step 2: Select your use case
Once you've selected a use case, you or someone on your team will need to configure the necessary integration. If you're sharing this with a team-member, feel free to send them documentation pages on how integrations and webhooks work.
Step 3: Configure access policies
In your configuration, add or update a rule for the resource given your use case. Choose the Slack channel you created earlier in the Recipients dropdown. While you're testing, you may want to enable
Allow Self Approval under
Advanced Settings and include yourself as one of the approvers.
Step 4: Confirm with test request
If everything's set up correctly, you can request access for your newly configured use case. Once you've requested, the channel you created earlier will receive a message and, if you're one of the approvers, you can decide to approve or reject the request.