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In this guide, we summarize the stages required to set up Privileged Identity Management (PIM) and demonstrate how these stages integrate into a seamless, secure workflow. By following these steps, administrators and users can ensure that privileged access is managed effectively throughout the organization.

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Overview of the PIM Workflow

The PIM workflow starts with strategic planning by the PIM administrator. Instead of deploying PIM in a reactive manner, careful planning is critical. Below is a step-by-step breakdown of the process:
  1. Planning & Role Assignment:
    Begin by identifying users and roles to be managed by PIM. Assign specific Azure AD roles to designated users or current administrators. This ensures that access is granted only when needed.
  2. Role Activation:
    Once roles are assigned, users must activate their roles through the portal. During activation, users provide a justification and specify a custom duration if needed. The process may also include multi-factor authentication (MFA) or require additional approvals.
  3. Approval Process:
    In cases where activation requires approval, a request is sent to a designated PIM approver. The approver reviews activation requests for the specified Azure AD roles or configured Azure resources. If no approval is necessary, the activation proceeds directly via the portal, granting the required permissions.
The image shows a PIM (Privileged Identity Management) workflow diagram with five stages: Plan, Assign, Activate, Approve, and Audit, each with a brief description of its function.
  1. Audit:
    After role activations, the PIM administrator conducts an audit. This review gives a comprehensive view of role assignments and activations. The audit helps identify unused roles, track activation details, and determine if any adjustments or permission removals are necessary.
This end-to-end workflow—from planning and role assignment by the administrator, through activation by the user and potential approvals, and concluding with an audit—ensures a secure and well-governed PIM environment.

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What’s Next?

This module has covered setting up and managing the PIM workflow. Stay tuned to the upcoming content where we will explore advanced governance and monitoring strategies to further secure your privileged identity management system. For more information on managing secure identities, visit the Azure AD Documentation.

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