Enhancement: Approvals Migration and Notification Reminders and Escalations, Regional Routing, and CC:/BCC:

:new_button: Enhancement

Approvals Migration and Notifications Enhancements: Reminders and Escalations, Regional Routing, and CC:/BCC:

:sparkles: Description

A few months ago, we announced that approvals were migrating to a new service, and that any approvals created before that date would receive an additional 90 days before expiring.

Now that those 90 days have passed, we will begin expiring any remaining pending approvals that have been open for longer than 90 days, starting on August 10, 2026.

As a benefit of completing this migration, you will also receive:

  • A UI for configuring reminders, escalations, and timeouts globally, as well as per access-item

  • Emails will be sent from your region and no longer routed through us-east-1 automatically

  • The ability to configure cc:/bcc: recipients in email templates

:light_bulb: Solution

Escalations and Reminders

The approvals service that will now be managing approvals has its own set of configuration options. For convenience and continuity, the configurations you have previously set for access request reminders and escalations will be migrated over to the new service, but there’s more flexibility available if you want to adjust the settings. For example, you can:

  • Set up reminders without escalations

  • Set up escalations without reminders

  • Define the number of escalation levels you want - and even make them go to someone other than the approver’s management chain

  • Define the reminder/escalation cadence with the granularity of a Cron string

  • Define a fallback approver that is an identity or a governance group!

You can configure globally for all approvals except Adaptive Approvals in workflows, or have separate configurations for Access Requests, Entitlement Descriptions, and eventually more.

Go to Admin > System Settings > Feature Settings and you’ll see a new tab for Approval Settings

The same options have been added to the Access Requests section for Entitlements, Access Profiles, and Roles. Global configurations are overridden by any lower-level configuration. For example, a different configuration for a specific Role would override the global config, but the global config would still apply to all other unmodified access items.

Regional Routing of Emails

Identity Security Cloud has added regional AWS SES support for emails. Emails have always been encrypted and sent from your region, but they were all routed and verified through us-east-1. We are migrating all domains to be verified in your primary region.

Please note that we will skip automatic migration for any domains which have custom MAIL FROM configured to ensure there are no issues with emails being blocked by your SMTP servers. Those of you in this case will need to re-add/re-verify your domain in your primary region.

  • All email addresses and domains now carry an AWS region alongside the address/domain (if the region is not visible, please refresh the page).

  • New identities (email addresses and domains) are created and verified in your tenant’s primary region.

  • Existing identities continue to function and are treated as us-east-1 until they are removed and re-verified.

  • Emails are always sent from the region in which the email address or domain is verified (currently all emails are sent via us-east-1 infrastructure).

  • A region field has been added to EMAIL_SENT audit events, reflecting the AWS region used to send the email.


What does not change

  • Existing verified email addresses and domain addresses will continue to send emails from the us-east-1 region.

  • Identities (email addresses and domains) in a pending verification state will continue to be verified in the region where they were originally added.


Migrating existing identities to your primary region

If you wish to leverage your tenant’s dedicated regional email infrastructure rather than the us-east-1 routing, you will need to migrate existing identities. To determine which identities require action, check the region displayed next to each email address or domain in the UI.

  • Email addresses: If the region label shows us-east-1, remove and re-add the address to trigger verification in your primary region. The same email address may be re-added — it will replace the existing record and trigger a new verification email for the primary region.

  • Verified domains: Domains that were in a Verified state and did not have any MAIL FROM attributes configured prior to this rollout will be automatically migrated to your primary region

We recommend re-adding the same email address or domain without removing it first — the new entry will replace the existing record and trigger the verification in primary region automatically.

No action is required if you are satisfied with your current us-east-1 email routing.

Also, only verified domains are migrated to the primary region automatically. Sender email addresses must be removed and re-verified manually.

Migration of verified domains should be automatic. However, if your verified domain is still labeled with the us-east-1 region after migration, please remove and re-verify it to complete the transition.

CC:/BCC: Support

Email templates now support configuring CC:/BCC: recipients from Manager, Identity, Governance Groups, Org Admins, and/or a static email address.

The following templates are restricted from using CC:/BCC: recipients for security reasons.

cloud_user_password_expiration
cloud_user_password_reset_token
cloud_user_unlock_token
cloud_user_verification_token
onboarding_password_reset

:busts_in_silhouette: Who is affected?

All customers

:date: Important dates

Sandbox availability: Aug 3, 2026
Production rollout: Aug 10, 2026 - Aug 13, 2026

4 Likes

Hi @Tyler_Harman , these are great enhancements around Escalations and Reminders, thank you! I ran into a couple issues with this today though:

  • Setting Global Reminders and Escalation Policies - SailPoint Identity Services and this announcement allude to escalating to multiple reviewers but they don’t explain how it works. For example, under Escalations → Reviewers, if you specify Manager once, will it only escalate to the first Manager? Therefore, if you wanted a request to continue to escalate up the chain, you’d have to specify Manager multiple times?
  • This page also says nothing about the UI enhancement and the ability to access these settings in System Settings.
  • It’s my understanding API v1 is the newest/latest: get-approvals-config-v-1 | SailPoint Developer Community. This doesn’t mention the tier attribute returned under the escalationChain array but the older SailPoint ISC API (V2025) documentation does mention it, which is really confusing.

It’d be great if this could be better documented for clarity.

Hi @ChristopherS

Thanks for the feedback! When you set Manager once, it will only escalate to the first manager. If you want it to continue to escalate to the manager of that manager, you will need to set Manager again. The old API always set Manager > Manager > Fallback approver, but that wasn’t desirable to many customers because it could end up being escalated to VPs or C-levels. You now have full control over how many levels of escalation and their configurations you would like.

I’m unclear about your UI question, as in the link you provided to the documentation, I see

It’s possible that the updates to the documentation had not been published when you saw the announcement, as the docs are typically only published after a change has been rolled to all Production tenants.

As for the API question, it’s an optional field that is not required when setting the config, but will always be returned from get requests. It was just removed from the docs so that it wouldn’t confuse customers into thinking it was required, and to be more consistent with other API’s across SailPoint.

I hope that helps. Let me know if you have any other questions.

Tyler

1 Like

@Tyler_Harman thanks for sharing its good to know about enhancements on Escalations and Reminders.

1 Like

We set our approval expiry and reminders using v2026/generic-approvals/config/ACCESS_REQUEST_APPROVAL/APPROVAL_TYPE

Will these settings carry over or do we need manually set them in the UI?

@salam1 If you already set a config using the API, it should automatically pull in the configuration into the UI, but you shouldn’t need to reconfigure.

Tyler

This is what I am seeing currently via the api set as :
},
“timeoutConfig”: {
“enabled”: true,
“daysUntilTimeout”: 8,
“timeoutResult”: “EXPIRED”
}

I am not seeing that migrate over in the UI. Am I missing something?

@salam1 can you share your tenant id with me so I can look into what’s going on? You can PM it to me

@salam1 Also, can you try clicking on the Access Request tab to the right of Global to see if it’s there for access requests, but not applied globally to include Entitlement Descriptions?