Submit New Request

How to Create an Access Request

Navigate to Requests.

1. Click 'Create New Request,' located on the left-side menu.

2. Search and select a user.

3. Click 'Create Request' for the desired environment.

4. Search and select the security changes you want to request or have removed access to: - Select Roles, Permissions lists, Row Security, or Profile Permission Lists. - Complete Forms or Add Attachments (Optional).

5. Enter a Comment (Optional).

6. Enter the Due Date, Priority Level, and Workflow Recipient's email addresses.

7. Click 'Create' to review a summary of the change request.

8. Once reviewed, click 'Submit' to initiate the request.

Request Features

When creating a request, a list of the user's current access (Roles) will be shown.

Use the 'Copy User' feature to duplicate another user's permissions for the access request.

Search for New Roles by name or by filter by Role Group.

• Dark Blue: The user's current roles.

• Green: The new roles that will be requested for access.

• Red: The user's current role is de-selected or requested to be removed.

Use the top navigation tabs to filter through settings, including:

• Profile - View the user's employee ID, profile name, and email address.

• Permissions - View the user's current profile permissions for row security, primary permission, process permission, and the nav home page.

• Forms - View/Complete additional security options and custom forms for access requests.

• Attachments - View/Add files and image attachments

Comments Box

When submitting an access request, you can use the comments box to include additional notes for the approver. Any changes made to the request, such as updates or approvals, will also be recorded within the comment box.