Overview
Bind a compatible case-and-problem provider and synchronize AccessGuard onboarding/review work.
Prerequisites
Permissions required
Steps (4)
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1
Probe the provider
Open the Case & Problem Work Orchestration role and select an installed provider satisfying the required case/work/problem capabilities.
Tips
Validation
Success criteria
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2
Bind the connection
Create the provider binding and Bridge configuration used by the AccessGuard sync worker.
Tips
Validation
Success criteria
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3
Generate review work
Use normal AccessGuard onboarding, approval, KYC, risk or phone-verification flows to create relevant synchronization jobs/events.
Tips
Validation
Success criteria
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4
Work the case with source context
Use the provider case/work UI with AccessGuard ContextResolver and authorized source actions while AccessGuard keeps identity state authoritative.
Tips
Validation
Success criteria
About this guide
AccessGuard centralizes workspace authentication and customer identity. External websites can use the signed Bridge v2 proxy and JavaScript SDK for registration, login, verification, recovery, token refresh, profile management, protected media, and notification inbox operations.
Inside the workspace, AccessGuard owns users, sessions, verified identities, customer profiles, communication preferences and consent, approval state, KYC documents, risk flags, notification state, audience segments, application operation grants, delegation policies, and trusted context actions. Canonical capabilities are available through Handler and RCP, with selected operations available through Bridge v2.
Configured providers handle downstream delivery and human work: email, SMS, WhatsApp, voice, push, and case/problem operations can be delegated while AccessGuard preserves the identity, authorization, provenance, and customer-policy record.