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Working with access requests

You can use access requests to easily get access to apps or business roles. With an approval process that kicks off automatically, you can get access to the systems and apps you need to perform your job more quickly. You can even request access for new teammates or employees.

Requesting access for apps

Need an application to complete your job? You can request access to an app in the Request Center.

To request access to an app:

  1. From the navigation menu, select Request Center.

  2. Review the apps available in the Applications tab to find the app you want to request. Select a card to view more details about the app.

    Note

    If you want to add an app that is not available in the Request Center, speak to your administrator.

  3. Select Request in the corner of the card or in the details menu.

    If the request does not require approval, you'll automatically receive access to the app.

  4. If your request requires approval, select an access profile in the new window. You can only request one access profile at a time.

  5. Under Requesting For, select Myself or Others depending on who the access is for.

  6. If you are requesting access for others, enter their name(s) using the drop-down menu. Users who already have access or have requested access will not appear in the list.

  7. Add comments about the request to help reviewers determine if the access is needed.

  8. (Optional) Set an expiration date for the access.

  9. Select Submit.

If your request does not require approval, you'll receive access to the app immediately. If your request requires approval, you'll receive an email when your access has been approved.

Requesting access for roles

As you complete your job, you may need access to different apps or systems. If you don't have the access you need, you can request a role. A role is a bundle of access relevant to your position. Roles can be granted to an employee or group of employees.

To request access to a role

  1. From the navigation menu, select Request Center.

  2. Select the Roles tab.

  3. Search for the role you want to request. To see details about a role, select its card.

  4. Select Request.

  5. Under Requesting For, select Myself or Others depending on who the access is for.

  6. If you are requesting access for others, enter their name(s) using the drop-down menu. Users who already have access or have requested access will not appear in the list.

  7. Add comments about the request to help reviewers determine if the access is needed.

  8. (Optional) Set an expiration date for the access.

  9. Select Submit.

When you request an app or a role, your request is sent to reviewers for approval. All reviewers must approve your request before you are granted access. You will receive an email when your request is approved or denied. If your request is denied, contact the person who denied the request for more information.

To see the requests you've made, as well as the comments on those requests, select theĀ My Requests tab at the top of the Request Center.