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Review by Role: A Smarter Way to Run Access Reviews

July 14, 2025

Access reviews are essential—but let’s be honest: they’re often painful.

Bloated role lists. Confusing UI. Long spreadsheets. Unclear next steps.
Especially when you're reviewing access to SaaS tools that have dozens (sometimes hundreds) of role types—most of which your team never uses.

That’s why we built Review by Role: a smarter, cleaner way to manage access reviews in YeshID.

Smarter Role Definitions = Less Noise

Most SaaS apps don’t curate the roles they expose via API. You might see 80 different roles in an app, even if your team only uses 5 of them.

YeshID now lets you:

  • Define which roles matter for your org in each app
  • Hide irrelevant roles from access request and review workflows
  • Customize what users can request—so employees see only the roles they’re actually allowed to request
Define a role functionality in Application

Request an Application view in Slack

Real-Time Access Visibility, Anywhere

Access reviews don’t work without accurate data.

YeshID now supports three flexible ways to fetch access from any app:

  • Direct API integrations: If there’s an API, we can connect to it
  • AI-powered CSV importer: Point us to a file, and our AI will interpret and structure the user data automatically
  • Manual entry: Just want to track a few accounts? You can now update users manually without building out an integration

This means you can run access reviews across all your apps—not just the ones with SAML or SCIM.

Pull in accounts / roles to be reviewed in several ways

Mid-Review Role Changes and Action Tracking

Ever start a review and realize someone needs to be moved from Viewer to Editor?

Now you can:

  • Change a user’s role as part of the review
  • Track every change you need to make—whether it’s a permission downgrade, a deprovisioning task, or a re-assignment

And YeshID automatically builds a post-review action list, so your IT or Security team knows exactly what needs to happen next.

Change someone's access during a review
YeshID will help you track the work, so it gets done.

What This Means for You

With Review by Role, you can:

  • Cut through the noise of long role lists
  • Run faster, more accurate access reviews
  • Reduce reviewer fatigue
  • Stay compliant across more apps
  • Take action directly from the review screen

It’s a better way to run access reviews—and it’s live now in YeshID.

Want to see it in action? Request a demo and we’ll walk you through it.

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