Also, for many larger companies, access to internal data and systems is only granted to authorized human users and approved applications/agents. Each approval is a separate request.
This means for any "manual" or existing workflow requiring a access to several systems, that requires multiple IT permissions with defined scopes. Even something as simple as a sales rep sending a DocuSign might need:
- CRM access
- DocuSign access
- Possibly access to ERP (if CRM isn't configured to pass signed contract status and value across)
- Possibly access to SharePoint / Power Automate (if finance/legal/someone else has created internal policy or process, e.g. saving a DocuSign PDF to a folder, inputting details for handover to fulfilment or client success, or submitting ticket to finance so invoicing can be set up)
This means for any "manual" or existing workflow requiring a access to several systems, that requires multiple IT permissions with defined scopes. Even something as simple as a sales rep sending a DocuSign might need:
- CRM access
- DocuSign access
- Possibly access to ERP (if CRM isn't configured to pass signed contract status and value across)
- Possibly access to SharePoint / Power Automate (if finance/legal/someone else has created internal policy or process, e.g. saving a DocuSign PDF to a folder, inputting details for handover to fulfilment or client success, or submitting ticket to finance so invoicing can be set up)