Add Attachments

IdentityIQ does not perform file content validation or verification on attachments. It is your responsibility to ensure that only files that do not violate security policies within your environment are included as attachments.

Attachments are only available for single user access requests. If attachments are enabled, you will see the attachment icon on all request items, but it will only be active on requests that support attachments.

You can add attachments to access request items using the attachments button, paper clip icon. The number next to the icon indicates the number of files attached to that access request item. Based on how your system is configured, you can have the ability to add attachments, for example a training certificate or notarized document of authorization, or you might be required to add an attachment for specific items.

There might be an attachment size limit set during the configuration of IdentityIQ. If you run into issues, contact your administrator. For information how how file attachment options are configured, see IdentityIQ Configuration

If attachments are required, it will be indicated in the icon and you will receive a warning if you try to submit the request with out an attachment.

If attachments are required for an item and you include that item in a request for multiple users, a message is displayed instructing you to amend the request as required.

Adding any attachment will fulfill the required attachment rules. IdentityIQ does not validate to ensure the correct item was attached.

  1. On the Review and Submit tab, select the attachments icon for the request item.

  2. In the attachments overlay, add attachments by dragging and dropping or uploading files.

  3. Click OK after all files are loaded.

The information displayed on the attachment overlay is controlled using AttachmentConfig rules. Every time a user accesses the Review and Submit tab of an access request, every AttachmentConfig rule is reviewed and the attachment overlay is constructed based on that input, possibly with the names of required or suggested attachments displayed in a list.

Required attachment names are display with a red asterisk. All required attachments should be included in the access request, but any attachment will satisfy the requirement rules. IdentityIQ does not validate the attached files.

Drag and drop or upload the attachments to add them to the Attached to This Item list.

The Attached to This Item list contains any files already attached to this request item. From this list you can:

  • Add or edit comments — click the pencil icon to add or edit comments

  • Download and view — download and view the attachment

  • Remove — remove the attachment from the request and delete it from the database