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Trust & Authorization

Automation that earns its authority

DaemonLayer does not assume it can act on any request. Every sensitive action, password reset, mailbox access, profile change, is evaluated against a configurable trust ladder before anything executes. When trust is established, it acts. When it is not, a human decides.

The Problem

Automating sensitive actions without authorization creates risk

Most automation platforms take one of two approaches: block everything sensitive behind human approval, making automation pointless for the cases that matter most, or skip the check entirely and hope nothing goes wrong.

DaemonLayer takes a third path. A configurable trust ladder evaluates every requester against a set of progressively permissive rules. When trust is established, actions execute automatically. When it is not, a human is asked, and their approval builds trust for next time.

4
Rungs in the trust ladder, evaluated in order for every sensitive request
+15
Confidence boost per HITL approval (max +30 per requester)
Weekly
Automatic approver list refresh from M365 and PSA data

The Trust Ladder

Four rungs, evaluated in order

Every request that involves a sensitive M365 action moves through the trust ladder from top to bottom. The first rung that matches authorizes the action.

01

Direct manager match

DaemonLayer checks if the requester is the target user's direct manager in Microsoft 365. If matched, the action is auto-authorized immediately and the manager is added to the approver list for future requests.

02

Known approver with sufficient confidence

If the requester is on the client's approver list, their confidence score is checked against the workflow's risk threshold. Low-risk workflows require 50% or above. Medium risk requires 70% or above. High risk, such as granting personal mailbox access, requires 90% or above.

03

Self-service for eligible workflows

If the requester is the target user themselves, some workflows permit self-service. Sensitive operations like password reset still require identity verification via a one-time code before the action executes.

04

HITL fallback

If none of the above rungs match, an approval request is sent to MSP admins with full context: requester, target, action, risk level. Each approval raises the requester's confidence score, reducing the need for future HITL approvals.

Approver Discovery

Approver lists built automatically from your data

DaemonLayer discovers and scores approvers for each client by querying M365 and PSA data. Scores stack: a Global Admin with direct reports scores higher than a manager alone.

Automatic discovery from M365 and PSA

Users with direct reports, executive titles, admin roles, HR functions, and PSA contacts are discovered and scored automatically. Discovery runs immediately on M365 connection and refreshes weekly.

Stacking confidence scores

Sources combine: a user who is a Global Admin, has direct reports, and is a PSA billing contact accumulates a higher score than any single signal alone. Risk thresholds are evaluated against this composite score.

Manual overrides that stick

Add any approver manually with a starting confidence of 80, sufficient for Low and Medium risk workflows out of the box. Manually added approvers are never overwritten by auto-discovery and can be toggled at any time.

Risk-Aware Automation

Every workflow knows its own risk level

Authorization thresholds are not one-size-fits-all. Forwarding an email is not the same as granting full mailbox access. Each workflow carries a defined risk level and the trust ladder applies the appropriate threshold.

  • Low risk (e.g. out-of-office, forwarding rules): confidence threshold of 50% or above
  • Medium risk (e.g. send-on-behalf permissions): confidence threshold of 70% or above
  • High risk (e.g. personal mailbox full access, password reset): confidence threshold of 90% or above
  • All authorization decisions are written to the audit log with requester, target, action, risk level, and outcome

Related

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