doc: approval workflows revamp

This commit is contained in:
Alfonso Hernandez
2024-07-19 22:14:40 +02:00
parent 22df51ab8e
commit f97756a07b
7 changed files with 18 additions and 3 deletions

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@@ -6,7 +6,7 @@ description: "Learn how to request access to sensitive resources in Infisical."
In certain situations, developers need to expand their access to a certain new project or a sensitive environment. For those use cases, it is helpful to utilize Infisical's **Access Requests** functionality.
This functionality works in the following way:
1. A project administrator sets up a policy that assigns access managers (also known as eligible approvers) to a certain sensitive folder or environment.
1. A project administrator sets up an access policy that assigns access managers (also known as eligible approvers) to a certain sensitive folder or environment.
![Create Access Request Policy Modal](/images/platform/access-controls/create-access-request-policy.png)
![Access Request Policies](/images/platform/access-controls/access-request-policies.png)
@@ -14,7 +14,10 @@ This functionality works in the following way:
![Access Request Create](/images/platform/access-controls/request-access.png)
![Access Request Dashboard](/images/platform/access-controls/access-requests-pending.png)
3. An eligible approver can approve or reject the access request.
3. If the access request matches woth a policy that has a **Soft** enforcement level, the requester could bypass the policy and get access to the resource without approval.
![Access Request Bypass](/images/platform/access-controls/access-request-bypass.png)
4. An eligible approver can approve or reject the access request.
![Access Request Review](/images/platform/access-controls/review-access-request.png)
4. As soon as the request is approved, developer is able to access the sought resources.

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@@ -18,10 +18,22 @@ In a similar way, to solve the above-mentioned issues, Infisical provides a feat
### Setting a policy
First, you would need to create a set of policies for a certain environment. In the example below, a generic policy for a production environment is shown. In this case, any user who submits a change to `prod` would first have to get an approval by a predefined approver (or multiple approvers).
First, you would need to create a set of policies for a certain environment. In the example below, a generic change policy for a production environment is shown. In this case, any user who submits a change to `prod` would first have to get an approval by a predefined approver (or multiple approvers).
![create secret update policy](../../images/platform/pr-workflows/secret-update-policy.png)
### Defining enforcement level
The enforcement level determines how strict the policy is. A **Hard** enforcement level means that any change that matches the policy will need approval prior merging. A **Soft** enforcement level means that a change requests that matches the policy could be bypassed if the requester provides a reason for the bypass. If a change request is bypassed, the approvers will be notified via email.
Take into account that a **Soft** enforcement level is more flexible and allows for more flexibility in the approval process but it's more prone to human error.
### Example of creating a change policy
When creating a policy, you can choce the type of policy you want to create. In this case, we will be creating a `Change Policy`. Other types of policies include `Access Policy` that creates policies for **[Access Requests](/documentation/platform/access-controls/access-requests)**.
![create panel secret update policy](../../images/platform/pr-workflows/create-change-policy.png)
### Example of updating secrets with Approval workflows
When a user submits a change to an enviropnment that is under a particular policy, a corresponsing change request will go to a predefined approver (or multiple approvers).

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