Assign an owner to a tracked application
- Each tracked application can have an owner.
- The owner is usually the person with an administrator account on this connected app.
- The owner is responsible for completing account-related tasks.
Request account changes in tracked applications
Only administrators can request account changes for tracked applications. These requests can be initiated in two ways:- During an employee’s onboarding or offboarding process
- Directly from the employee’s profile
- Primo notifies the application’s owner.
- The owner receives a task to complete (create, modify, or delete the account in the connected app).
- After completing the action in the connected app, the owner confirms the task.
- The confirmation updates the account information, keeping the tracking up to date.
How tasks are grouped
When provisioning or deprovisioning multiple applications for the same employee (for example, during onboarding or offboarding), related tasks are grouped into a single ticket:- Single application: A ticket is created with a title like “Create account for John Doe on Slack”.
- Multiple applications: A ticket is created with a title like “Create accounts for John Doe”, containing multiple tasks — one per application.
Types of tasks available
Tasks can be created to track the following actions:- Create an account
- Modify an account
- Delete an account