> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# IT Access and Request Management

> Streamline IT access with automated requests, ensuring compliance and efficiency.

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  <img src="https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/it-access-and-request-management-img-0.png?fit=max&auto=format&n=sYy-vNuqpU0xqerK&q=85&s=eddeb40edec0a833c81ee4619fea980f" alt="IT Access and Request Management" width="1920" height="1080" data-path="images/use-cases/it-access-and-request-management-img-0.png" />
</Frame>

## What does this mean?

Reduces administrative overhead and accelerates response times, improving efficiency and ensuring policy adherence throughout the access management process.

Automates the intake, approval, and status tracking of IT access requests, using policy-aware responses to ensure compliance and streamline processing.

## Workflow steps

<Steps>
  <Step title="Trigger on new access request">
    The Workflow activates when an IT access request is submitted—whether via Slack, Microsoft Teams, or a form submission.
  </Step>

  <Step title="Parse and categorize the request">
    Cassidy extracts key details from the request, including the type of access needed, the requestor's role, and the systems involved, then categorizes it for proper routing.
  </Step>

  <Step title="Check against IT policies">
    The Workflow references your Knowledge Base to verify the request against security policies, compliance requirements, and role-based access rules.
  </Step>

  <Step title="Route based on approval requirements">
    Cassidy determines the next step: straightforward requests that meet policy criteria proceed automatically, while those requiring manager sign-off or additional review are flagged for approval.
  </Step>

  <Step title="Request approval from the right stakeholder">
    For requests needing human review, the Workflow sends the request details to the appropriate approver—complete with policy context and a recommendation—using Human-in-the-Loop approval.
  </Step>

  <Step title="Process and provision access">
    Once approved, Cassidy connects to your identity management or ticketing system to grant the requested access automatically.
  </Step>

  <Step title="Notify requestor and log activity">
    The Workflow sends a confirmation to the requestor via Slack or email, and logs the complete request history—including approval chain and timestamps—back to your IT service management system for audit and compliance tracking.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
