====== How to set up approval process for technical accounts ======

===== Approval process and workflow =====

First, you need to create the approval workflow that will be used to approve newly created technical accounts and configure the relevant Approval process:

See [[:devel:documentation:wfengine|]] for information on how to create a new workflow.

<note tip>For approving a new technical account, you can use the "Approve by system owner" workflow step.</note>

To configure the approval process, go to Settings > Approval processes and set your workflow for the "Technical Account Creation Request" trigger event, like so:

{{.:cff89c0adade5dc03a36c42a7df8be3b.png}}

===== Creating the request =====

When the approval process is configured, you can create a new technical account as you would without approval by going into System > Accounts > Add and creating a new account by the wizard. Once you are done following the steps in the wizard, you will see this message:

{{.:c8e38529650ad208c4038eb452420aed.png}}

This means that the approval process is configured correctly, otherwise, the message would state that a technical account was created and there would be no request.

You can safely click Finish.

===== Approving the technical account =====

There is currently no "Request" entity for creating a new technical account. All the information is therefore contained in the approval task.

To find the approval task, you can navigate to Tasks > All tasks (WF) and filter Request type for "Technical Account Creation Request".

The detail of the approval task contains all properties of the technical account, as input in the wizard and looks like so:

{{.:90180eb1f3941bf90c9196746cb6ac0a.png}}

You can see the list of current approvers, as set by the workflow configuration in the task itself.

Once all the workflow steps are approved, the account is created. There is currently no notification informing of the event, you have to use the Tasks agenda to keep track of the request, when all the tasks for the given technical account are complete, the process is done and you will see your technical account in the system > accounts list.

{{.:a655cef59aa08846f6f750f31cdc765e.png}}

<note tip>You can use the highlighted filters to easily look for the account matching the approval task.</note>