Starting a Manager or Source Owner Campaign - SailPoint Identity Services

Managers use certifications to verify access requirements for their employees. When an administrator creates a certification campaign, it will automatically appear in their Certifications menu along with an email notification.


This is the companion discussion topic for the documentation at https://documentation.sailpoint.com/saas/help/certs/starting_campaign.html

2 posts were split to a new topic: Reminder email after campaign end date is not being sent out

Hi so there seems to be a conflict in the documentation in this section it clearly states that identities without a manager will not be included in a manager certification campaign, but in an early section “Understanding Certification Campaigns”, the “Preventing Self Certification” subsection states that identities without a manager the certification will be sent to the Campaign Owner. Which one is the expected behavior from the system?

Thank you for your feedback, @nwolfe5! I created a ticket (SAASDOCS-9637) to investigate this and will update the comment thread when it’s been addressed. Thank you!

@nwolfe5 - Hi there! I worked with an engineer to figure out this behavior. :slight_smile:

The behavior depends on the type of campaign used:

  • Identities without managers are excluded from manager certification campaigns.

  • Identities without managers are included in campaigns that are created through Search and have manager set as the reviewer. In these cases, the reviewer would be the campaign owner and follow the same logic to prevent self-certification.

I’ve updated this topic accordingly: Starting a Manager or Source Owner Campaign - SailPoint Identity Services.

I hope this helps! Thank you for helping us improve our documentation, and please let us know if you have any more questions or feedback.