Responsibility Insights

Overview #

The Insights report provides a consolidated view of access governance health in Cetegra Workspace.

It helps you:

• Detect misconfigurations (inactive approvers, missing reviewers, overdue reviews)
• Understand who is responsible for what
• Track improvements over time
• Quickly identify what requires action

Note
The Insights report is read-only.
All fixes and changes are performed in Cetegra Workspace, using the links provided in the report.

Quick Start (2 minutes) #

1. Open the Insights report
2. Start on the Dashboard
3. Review:
   • Total issues today
   • Change vs last 7 days
   • Which issue types dominate
4. Click an issue or chart to filter
5. Navigate to the relevant detailed page
6. Use the URL column to open the correct configuration in Cetegra Workspace

Tip
A decreasing number of issues or a negative 7-day change indicates that your governance posture is improving.

Dashboard – Governance at a Glance #

Why this page matters #

Use the Dashboard to:

• Understand your current access governance health
• See whether issues are improving or getting worse
• Decide which area needs attention first

Filters (left side) #

• Company – You will only see your own company
• Date range – Controls how much history is shown in charts and tables
  (for example, last 14, 30, or 90 days)
• Issue type – Focus on a specific type of issue

Important
The date range filter affects what history you see, not how the 7-day change is calculated.

Issue Distribution (pie chart) #

Shows how today’s issues are distributed by type.

Use this to quickly answer:

“What kind of problems do we mostly have right now?”

Key Metrics (cards) #

About “Change vs last 7 days” #

Note

• Compares today with the same day 7 days ago
• Does not change when you adjust the date range filter
• Intended as a health indicator, not a historical comparison

This makes the number predictable and easy to interpret week over week.

Issues Over Time (line chart) #

Shows how the total number of issues changes over time.

• The date range filter controls how much history is visible
• The chart highlights trends, not just today’s status

Tip
Use this chart to validate cleanup efforts and to demonstrate measurable improvement over time.

Issue Table (bottom) #

Note
This table represents your prioritized action list.

User Responsibility #

Why this page matters #

Use this page to:

• Understand who is responsible for approvals and reviews
• Detect responsibilities assigned to inactive users
• Safely reassign responsibilities when users leave or change roles

This page shows all users with responsibility in Cetegra.

Responsibility types #

• Catalog approver – Approves catalog orders
• Group reviewer – Reviews group members on a schedule
• User account reviewer – Reviews user accounts based on rules

Filters #

• Company
• Username
• Responsibility type
• User status (Active, Disabled, Deleted)

Metrics #

• Invalid users – Inactive users with responsibilities
• Issues – Responsibility configurations needing attention

Table #

Scenario: A user is leaving the company #

Tip
Use this page before disabling or deleting a user account.

1. Filter by Username
2. Review all listed responsibilities
3. Use the URL column to reassign responsibility
4. Disable or delete the user with confidence

Group Review #

Why this page matters #

Use this page to:

• Ensure required group reviews are completed on time
• Detect missing or invalid reviewers
• Maintain compliance with access review requirements

The Group Review feature allows groups to require periodic review of members.

Configuration reference
The documentation below explains how to configure Group Review in Cetegra Workspace.
It does not explain Insights logic, issue definitions, or how issues are evaluated.
https://docs.cetegra.cegal.com/docs/workspace/manager/group-review/

Filters #

• Company
• Reviewer status: OK, Issue, Missing, Mixed
• Review status: Overdue / OK
• Group
• User

Metrics #

• Overdue reviews
• Missing reviewers
• Reviewer issues
  (distinct groups with Issue, Missing, or Mixed)

Tables #

Group Review Status #

Reviewers #

Filtered by selected group:

| Group | Username | User status | Company |

Scenario: Find all overdue group reviews #

1. Set Review status = Overdue
2. Sort by Review due date
3. Use the URL to complete or fix the review

Group Limits #

Why this page matters #

Use this page to:

• Prevent groups from silently reaching capacity
• Detect groups without member limits
• Plan cleanup or limit adjustments before access is blocked

Each group can have a maximum number of members.

Configuration reference
The documentation below explains how to configure group member limits.
It does not explain how limits are evaluated or flagged as issues in the Insights report.
https://docs.cetegra.cegal.com/docs/workspace/manager/groups/

Filters #

• Company
• Member limit set
• Group
• Capacity status

Capacity status meanings:

• Full – 100% or more
• Almost full – More than 80%
• Room for more – Less than 80%
• No limit set
• Empty

Metrics #

• Groups full
• Almost full
• No limit set

Table #

Scenario: Identify groups close to capacity #

Tip
Address “Almost full” groups before they become blocking issues.

1. Filter Capacity status = Almost full
2. Review capacity %
3. Adjust limits or clean up memberships

Catalog Approvers #

Why this page matters #

Use this page to:

• Ensure catalog approvals can be completed
• Detect disabled or deleted approvers
• Avoid broken request and approval workflows

Catalog products can have one or more approvers and approval steps.

Filters #

• Company
• Product name
• Approver status (OK / Issues)
• Approver user
• User status

Metrics #

• Products with issues
• Disabled approvers
• Active approvers

Tables #

Products #

Approvers #

| Product | Category | Approver user | User status | Company |

Scenario: Find products with invalid approvers #

1. Set Approver status = Issues
2. Review affected products
3. Use the URL to update approvers

Why the Insights Report Matters #

The Insights report enables you to:

• Reduce access and approval risk
• Maintain compliance
• Prove continuous improvement over time
• Avoid broken approval and review processes

Tip
Use Insights proactively — not only when something breaks.

Recommended Usage #

• Review the Dashboard weekly
• Use the 7-day change as a health indicator
• Use detailed pages to resolve issues
• Track trends to confirm improvements
• Combine Insights with regular access reviews