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Merge pull request #5374 from OWinfreyATL/owinfreyATL-OnBehalfUpdate
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Bypass on behalf update
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prmerger-automator[bot] authored Oct 1, 2024
2 parents 0ccfe95 + 0c593bb commit cfed9a1
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Expand Up @@ -164,10 +164,10 @@ For example, if you listed Alice and Bob as the first stage approver(s), list Ca

![Access package - Policy- Enable policy setting](./media/entitlement-management-access-package-approval-policy/enable-requests.png)

1. When new requests are enabled, you can specify whether you want to **Allow managers to request on behalf of their employees (preview)**. Enabling this setting will also give you the option to **Bypass approval stage if manager is the requestor and the approver (preview)**. Bypassing an approval stage when the manager is both the requestor, and the approver for that stage, streamlines the request process by reducing redundancy.
1. When new requests are enabled, you can specify whether you want to **Allow managers to request on behalf of their employees (preview)**.
:::image type="content" source="media/entitlement-management-access-package-approval-policy/manager-enable-approval.png" alt-text="Screenshot of manager approval of request options.":::
1. Select **Next**.

## Collect additional requestor information for approval

In order to make sure users are getting access to the right access packages, you can require requestors to answer custom text field or Multiple Choice questions at the time of request. The questions will then be shown to approvers to help them make a decision.
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3 changes: 0 additions & 3 deletions docs/id-governance/entitlement-management-request-approve.md
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Expand Up @@ -57,9 +57,6 @@ If you don't have the email, you can find the access requests pending your appro

1. Based on the information the requestor provided, you can then approve or deny the request. See the steps in Approve or deny request for guidance.

> [!NOTE]
> If the manager of the user the request is for is the approver, and also the requestor, of the the access package then the approval stage might be bypassed depending on policy settings. For more information, see: [Configure an access package policy allowing on behalf of requests](entitlement-management-request-behalf.md).
## Approve or deny request

After you open an access request pending approval, you can see details that will help you make an approve or deny decision.
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4 changes: 1 addition & 3 deletions docs/id-governance/entitlement-management-request-behalf.md
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Expand Up @@ -49,12 +49,10 @@ Follow these steps to edit the policies, allowing on behalf of requests, for an

1. On the **Requests** tab, set **Enable new requests** to Yes. This should show you the option **Allow managers to request on behalf of employees (preview)**. Set that option to Yes.
:::image type="content" source="media/entitlement-management-request-behalf/edit-request-policy-behalf.png" lightbox="media/entitlement-management-request-behalf/edit-request-policy-behalf.png" alt-text="Screenshot of editing an access package;s request on behalf of policy.":::
> [!NOTE]
> If approval is required, you will also see the option to **Bypass approval stage if manager is the requestor and approver (preview)**.
1. Save your policy.

## Request an access package on behalf of an employee

As a manager, you can request an access package for a direct report by doing the following steps:

1. Sign in to the My Access portal at [https://myaccess.microsoft.com](https://myaccess.microsoft.com). For US Government, the domain in the My Access portal link is `myaccess.microsoft.us`.
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