Manager Reviewer Campaign

Creating a Campaign Targeting a Specific App and Manager Reviewer

This guide walks you through creating a new campaign that targets a specific application and assigns the user’s manager as the reviewer.

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Step 1–3 – Create Campaign and Add Details

1. Open the Campaigns Page

1. From the left-hand menu, click Campaigns.
2. Click Create Campaign.

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2. Enter Campaign Details

1. In the Create Campaign window, type a Campaign Name (for example, Test Campaign).
2. Confirm the Campaign Owner (it defaults to the currently logged-in user).
3. Enter a short Description for the campaign.

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3. Choose Manager Reviewer

1. Under the Review Strategy section, open the Reviewer Type dropdown.
2. Select Manager (identity’s manager).
3. The system will automatically assign each user’s direct manager as their reviewer.

4. Once selected, click Next.

Note: Users without an assigned manager in the system will need to have their review items reassigned manually.

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Step 4 – Set Dates and Reminders

1. Specify the Start Date and End Date.
2. Adjust Reminder settings as needed.
3. Click Next.

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Step 5 – Define Campaign Scope

1. Under Campaign Scope, choose
   ”Review access to specific applications.”
2. In the Application field, select one or more applications to include. Note that the application last sync is displayed
3. Click Next.

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Step 6 – Review and Create

1. Review the Campaign Summary to confirm all details.
2. Click the Create Campaign (green) button.

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Step 7 – Confirmation

Your new campaign is created successfully.
You’ll be automatically redirected to the newly created campaign’s page where you can view and manage it.

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Tip: You can return to the Campaigns page at any time to monitor progress or edit campaign settings.