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activating-roles.md

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Activating roles with Elevate

This guide covers the everyday work: turning an eligible role on, keeping an eye on it, and turning it off. It assumes you have added an account; see Getting started if not.

The pictures in this guide are real renders of the app with sample data from a fictional organization.

Reading a role row

The Entra tab: an eligible role, one awaiting approval, and two active roles with countdowns

Every eligible role is one row under its tenant. The dot at the left tells you its state:

Dot Meaning
Hollow Eligible, not active
Hollow green Active, but the access is not usable yet; see Ready, not just active
Green Active and in effect; the countdown on the right shows time left
Orange Awaiting approval or being provisioned
Blue Scheduled to start later
Red The last request failed; hover the message for details

Small captions under a role name explain what activating it involves: MFA means Microsoft will ask you to verify again, approval means someone has to approve first, and via means you hold the eligibility through a group. Azure roles show the scope under the name, such as a resource group or subscription; hover it for the full path.

Activate one role

Click Activate on the row (it reads Request when the role needs approval). A small sheet opens:

The activation sheet with duration, an MFA note, Start at, and the reason field

  1. Duration defaults to what the policy allows, in 30-minute steps up to the policy maximum.
  2. Reason is remembered per role, so the next activation is pre-filled. Change it when the reason changed.
  3. Turn on Start at to schedule the activation for later; the role shows as scheduled with "starts in" on its row until then, and can be canceled from the row.
  4. Click Activate. If MFA or Conditional Access applies, your browser opens for a step-up sign-in and Elevate continues when you return.

The row turns green with a countdown. Roles that need approval show awaiting approval with a Cancel button to withdraw the request; Elevate polls every minute and flips the row to active once it is approved.

Ready, not just active

PIM records an activation well before the access behind it works — two to five minutes for an Entra directory role, up to fifteen for an Azure resource role. Until Elevate has checked that the role is genuinely in effect, the row shows a hollow green dot and reads propagating (~3 min) beside its countdown. The countdown runs from the moment PIM recorded the activation, so it is already ticking.

The activation sheet holds for the first check before it closes, so in the common case — a role that is already in effect — the last thing it says is Ready rather than a word that only means PIM wrote the assignment down. If the check has not answered within a few seconds the sheet closes anyway and the row carries the rest; it never holds you there for minutes.

When the check succeeds the dot fills and Elevate notifies you, so you can switch away and be told when to come back. If it never succeeds the row reads not in effect yet — and Elevate says so in a notification too, because by then you have almost certainly moved on. Hover the row for the usual reason, which is almost always a tool still holding a token minted before the activation. The role is active either way, and can be deactivated at any point.

Some roles cannot be checked from here — one scoped to an administrative unit, and group ownership — and those rows simply go green as before.

The quick way

Hold Option and click Activate to skip the sheet. Elevate reuses the last reason and duration for that role and posts a notification with the outcome. The sheet opens as usual when the role requires approval or a ticket number, or when there is no remembered reason yet.

Activate several at once

Click the select roles button in the header (the list-with-ticks icon), tick roles in any tenant, on any tab, then click Activate N roles:

Select mode with three roles ticked across Entra and Azure, and the Activate 3 roles button

The sheet groups the roles by account and tenant, with a duration per role and one reason for all of them. Progress shows next to each row as Elevate works through them, one tenant at a time.

The bulk activation sheet with three roles, their durations, and MFA and approval notes

If you activate the same set regularly, save it as a profile instead. See Profiles and shortcuts.

Extend, deactivate, cancel

  • Deactivate ends an active role now. Entra enforces a five-minute minimum, so the button waits, with a tooltip counting down, when a role was activated less than five minutes ago.
  • Extend appears during the last fifteen minutes of an activation. It activates the role again for a fresh duration; Option-click to reuse the last reason without the sheet. Roles that need approval do not offer it, since the re-activation would only be pending.
  • Cancel withdraws a request that is awaiting approval, or a scheduled activation that has not started.

The Active now section at the top collects every active, pending and scheduled role across all accounts, with the same controls.

Azure roles and groups

The Azure tab with resource roles and their scopes

The Azure tab lists eligibilities on management groups, subscriptions, resource groups and individual resources. The first Azure activation in a tenant asks you to consent to Azure Service Management; no administrator is needed.

Rather than listing them flat, the tab groups them by scope: each header opens and closes with its chevron and says how many roles sit under it. A scope that only passes through — no eligibility of its own and one way down — is folded into the node below it and named there ("Alpha / prod"), so the panel does not spend a row and a level of indent on nothing; a scope leading to a single role gets no header at all, and the role row stands where the header would have. In select mode a scope header carries its own checkbox: one press takes every eligibility under it, which is what "Contributor across these twelve subscriptions" costs now. A half-filled checkbox means part of the subtree is already ticked, and pressing it takes the rest.

Management groups sit beside the subscriptions rather than above them: ARM writes a management group scope as its own flat path and never repeats it in a subscription's, so the eligibilities alone cannot say which subscriptions belong to which management group.

The Groups tab with PIM for Groups memberships

The Groups tab lists PIM for Groups memberships and ownerships. Activating one makes you a member or owner of the group for the duration, which in turn may grant Entra or Azure roles. Elevate re-reads your roles shortly after a group activation so those show up too.

Searching

Click the magnifier in the header and type. The panel keeps only the roles, tenants and accounts that match, across all tabs. Press Escape or clear the field to see everything again; the filter never survives closing the panel.

On the Azure tab the search narrows the tree itself rather than sitting beside it, and it reaches the whole ARM path — so a subscription id finds its roles even when no caption on the row shows it. Matches stay in place, including under a header you had closed.

Notifications and the menu bar

Elevate sends macOS notifications:

  • " expires in 5 minutes" with an Extend button.
  • " expired" with an Activate again button.
  • The outcome of a quick activation or a profile run.
  • "Approval requested" when someone needs your decision.
  • "New roles available in " when your eligibilities grow; the new rows carry a new badge until the second time you open the panel.

The menu bar icon shows the number of active roles, an exclamation badge when one expires within a few minutes, a clock while one awaits approval, and a person-with-clock when an approval waits for you. If notifications do not arrive, allow them for Elevate under System Settings → Notifications.