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Set reviews for guest access

AI translated from the German original

Define how often guests must be reviewed.

Guest access is often only needed for a limited period. With reviews, the primary contact is regularly asked to confirm or remove guest access.

Unlike workspaces, a missed review can have consequences: the guest is blocked and deleted if this is configured in the template.

  1. Open Guests → Templates → template → Lifecycle.

  2. Under Review, enter how many days after the last review:

    • Status “Review required”: the review is due (0 to 180)
    • Sign-in block: the guest is blocked without review (0 to 365)
    • Delete: the guest is deleted without review (0 to 720)

    0 disables the rule.

  3. Save the template.

  • In operation: The Review background job regularly checks whether a review is due and notifies the primary contact. The job must be enabled under Monitoring → Jobs.

The guest’s Lifecycle tab shows the last review and the deadlines on a timeline. Click Review to carry out the review directly, see Carry out a review. More under Status in the guest list.

We recommend also reminding the primary contact before the guest is blocked. Build an extension with the user.report.renewal webhook, e.g. an Azure Logic App that sends the primary contact an email. Unlike pending invitations and inactive guests, this message goes to the primary contact, not to the guest.

Under Notification endpoint, you can call your own endpoint:

Event When
user.report.renewal Review due
user.block.renewal Guest blocked without review
user.delete.renewal Guest deleted without review

Next steps

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