New Access Request Wizard

The New Access Request Wizard assists users in submitting new access requests, either for resource permissions, group memberships, or both.

Access the New Access Request Wizard by selecting New Access Request at the top right of the main window.

At any step (after the first step) of the New Access Request Wizard, you can return to the previous step by selecting Previous, or you can cancel the wizard by selecting Cancel (both located at the bottom right of the New Access Request window).

To run the New Access Request Wizard, perform the following steps:

1. Select New Access Request.
2. The Which Request Type? window displays.
3. Select Recommended from the list under “Which Request Type” (the default choice).
4. Select one of the request types:
   • Administrative Groups (group membership)
   • Shares & Folders (resource permissions)
   • SharePoint Resources (SharePoint resources permissions)

Administrative Groups

1. Select +Request Access under Administrative Groups. The button changes from (gray letters on a white background) to (white letters on a green background) to indicate that this access request is now selected.

2. Select Next at the bottom right of the screen.

   Note

   At the bottom right of each screen, Select: - Cancel to cancel all your selections on this screen, or - Previous to return to the previous screen, or - Select one of the path milestones at the top of the screen, immediately under "New Access Request," or - Next to proceed to the next screen.

   The Which Account? window displays.

   Note

   If the logged-in user is associated with more than one account, the wizard displays those accounts in the Which Account? window. The logged-in user will be associated with more than one account if the administrator configured the Unique User Account Mapping in the Identity Collector configuration in the administrative client. If there is only one account, the wizard skips the Which Account? step and displays the Which Groups? step.

3. Select the account to access by Selecting the + sign to the right of the name of the account.

   The plus sign next to the selected account changes to a check mark, and the account changes from gray letters on a white background to white letters on a blue background.

Note

Deselect accounts by unchecking the check mark next to the selected account.

• The selected account name displays after the word Selected at the top of the window.

• Select Next.

The Which Groups? window displays, with the top 50 results of available groups. These groups are all from the Authentication Store, which is the main domain containing all users and groups.

Note

You can also search for a group by typing the name of the group in the Search box at the top of the list of available groups.

1. Select the groups by Selecting the + sign next to the name of each group to be selected.

2. The plus sign next to the selected groups changes to a check mark, and the number of selected groups displays in the Groups Selected box, to the left of the Search box.

Note

Deselect groups by unchecking the check mark next to the selected groups.

• The selected group names display after the word Selected at the top of the window.

• Select Next.

The Why? window displays.

1. Select I’m a new member of my team or Other.

   If you Select Other, provide a reason for the request in the box below Other.

2. Select Finish at the bottom right of the window.

   If the access request process succeeds, an Information dialog displays, noting that “Your request was successfully submitted.”

3. Select OK. The My Requests button shows the updated total number of requests.

4. Select View on the right side of each request to view the details of that request.

Note

The File Access Manager Administrator Guide provides additional information in the section Permissions / Access Requests.

Shares & Folders

1. Select +Request Access under Shares & Folders. The button changes from (gray letters on a white background) to (white letters on a green background) to indicate that this access request is now selected.

2. Follow Steps 2-5 in Administrative Groups.

Note

If there is only one account, the wizard will skip the Which Account? step and will display the Which Permissions? step.

1. Select Next. The Which Permissions? window displays.

2. From Step 1: Select Resource, select a resource or type the name of the resource in the search box above the list of resources.

   Notes

   Select Clear at the bottom right of the Step 1 window to clear the selection and select another resource.

   If a label was added, it will display next to the resource name.

3. From Step 2: Choose a permission type, select a permission type or select the same permissions as those of a colleague (another user).

4. If you select Permission Types, select one of the available types.

5. If you select Same as colleague, either select one of the users (only if that user has relevant permissions) in the list or type the name of a user in the search box above the list of users.

!!! note Select Clear at the bottom right of the Step 2 window to clear the selection and select another user.

!!! note At the bottom right of each screen, select:

    - **Cancel** to cancel all your selections on this screen, or
    - **Previous** to return to the previous screen, or
    - Select one of the path milestones at the top of the screen, immediately under “New Access Request,” or
    - **Add Another Permission** to add an additional permission, or
    - **Next** to proceed to the next screen.

1. Follow Steps 8-13 in Administrative Groups.

SharePoint Resources

1. Select +Request Access under SharePoint Resources. The button changes from (gray letters on a white background) to (white letters on a green background) to indicate that this access request is now selected.

2. Follow Steps 2-8 in Shares & Folders.

File Servers, SharePoint, Exchange Tabs

1. Select +Request Access under one of the displayed file server applications. The button changes from + Access Request (gray letters on a white background) to Subscribed (white letters on a green background) to indicate that this access requested is now selected.

2. Follow Steps 2-8 in Shares & Folders.

Active Directory Tab

1. Select +Request Access under one of the displayed file server applications. The button changes from + Access Request (gray letters on a white background) to Subscribed (white letters on a green background) to indicate that this access requested is now selected.

2. Follow Steps 2-8 in Shares & Folders.

Note

Regarding Step 6, select one of the following permission types:

CreateChild, DeleteChild, ListChildren, ReadProperty, WriteProperty, DeleteTree, ListObject, Delete, ReadControl, WriteDacl, and WriteOwner.

Other Applications Tab

1. Select +Request Access under one of the other applications. The button changes from + Access Request (gray letters on a white background) to Subscribed (white letters on a green background) to indicate that this access requested is now selected.

2. Follow Steps 2-8 in Shares & Folders.

Note

Regarding Step 6, select one of the available permission types, which vary, depending upon the application selected.