---
title: "Access Management"
slug: "access-management"
updated: 2026-10-06T21:26:23Z
published: 2026-10-06T21:26:23Z
canonical: "docs.serenityops.com/access-management"
---

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

# Access Management

The **Access Management** module in Serenity allows administrators to control who can access the system, what they can see, and what actions they can take. It’s a critical part of configuring your organization and maintaining security and compliance.

All access settings can be found under **My Organization → Access Management** in the top navigation bar. The page has four tabs: Directory, Groups, Access Requests, and Microsoft Entra ID. The **Import users** and **Add new user** buttons at the top right are available from every tab.

## User Directory

The **Directory** tab is your central user management view. From here, you can:

- View a list of all active users, including each user’s email, position, establishment, and date hired
- Use the **Show active users** switch to include or exclude inactive users (e.g. terminated or past users)
- Find a specific user with **Search users**
- **Import users** to bulk-upload user records
- **Add new user** to manually invite individuals and assign their role and location

**Tip:** Assign users to the correct Establishment during setup to ensure they receive site-relevant tasks and alerts.

![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/access-management-directory.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A52%3A20Z&se=2026-11-03T20%3A52%3A20Z&sr=c&sp=r&sig=MIoIIro4iP55vx84e1G652%2BUwhq1a9kOgrZHF5ixBe8%3D)

## Groups

The **Groups** tab allows you to define logical teams or access pools. Users can be assigned to one or more groups for:

- Task assignments (e.g., unassigned group tasks)
- Email Notifications
- Role and permission assignment

Each group includes a name and optional description (e.g., “Serenity Admins” for platform administrators).

You can:

- Create a new group using **New group**
- Search for existing groups using **Search groups**

**Tip:** Use groups to manage shared responsibilities without assigning tasks to individuals directly.

![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/access-management-groups.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A52%3A20Z&se=2026-11-03T20%3A52%3A20Z&sr=c&sp=r&sig=MIoIIro4iP55vx84e1G652%2BUwhq1a9kOgrZHF5ixBe8%3D)

## Access Requests

The **Access Requests** tab shows pending access requests from users who are requesting system access.

Admins can:

- Review pending decisions
- Approve or reject requests
- Manage user access centrally

Use the **Showing** filter to switch between All, Pending decision, Approved, and Rejected requests.

![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/access-management-access-requests.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A52%3A20Z&se=2026-11-03T20%3A52%3A20Z&sr=c&sp=r&sig=MIoIIro4iP55vx84e1G652%2BUwhq1a9kOgrZHF5ixBe8%3D)

## Microsoft Entra ID Integration

If your organization uses Microsoft Entra ID (formerly Azure AD), you can enable user provisioning directly from this tab.

### Why use Entra ID?

- Automatically sync the employee directory from your identity provider
- Ensure users are always assigned to the correct establishment
- Avoid manual entry and reduce user management overhead

## How to enable

1. Go to the **Microsoft Entra ID** tab
2. Click **Enable user provisioning**
3. Work with your IT team to connect your directory

**Note:** This integration is available to subscribed customers. Contact Serenity support to assist with setup of this integration.

**Note:** While Microsoft Entra ID (formerly Azure AD) is highly effective for keeping your employee directory in sync, it may not provide the full employee profile needed for EHS workflows, such as job roles, hire date, position start date, date of birth, etc.

For a more complete integration, Serenity also supports connections to **HRIS platforms** like **Workday**. These integrations can enrich user records and improve OSHA recordkeeping and injury/illness reporting.

**Interested in a Workday or other HRIS integration?** Contact your sales representative to scope a solution and obtain a **Statement of Work (SOW)**.

![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/access-management-entra-id.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A52%3A20Z&se=2026-11-03T20%3A52%3A20Z&sr=c&sp=r&sig=MIoIIro4iP55vx84e1G652%2BUwhq1a9kOgrZHF5ixBe8%3D)

## Best Practices for Access Management

- Use groups to organize users logically (by role, function, or site) to simplify task distribution and permission maintenance
- Regularly audit inactive users and deactivate unused accounts
- Leverage **Microsoft Entra ID** to automate and scale user provisioning