---
description: Requests - Create New Request
---

# Submit New Request

## How to Create an Access Request&#x20;

Navigate to **Requests**.&#x20;

1. Click '**Create New Request,**' located on the left-side menu.&#x20;
2. Search and select a user.
3. Click **'Create Request'** for the desired environment.&#x20;
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)._&#x20;
6. Enter the Due Date, Priority Level, and Workflow Recipient's email addresses.
7. Click '**Create**' to review a summary of the change request.&#x20;
8. Once reviewed, click **'Submit'** to initiate the request.&#x20;

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2Fio8qSnDRjljiSeG54eqP%2FCreate%20Request%20-%20Select%20User%20.png?alt=media&#x26;token=c8d880ac-e5f5-44fa-b8a8-abb456fba211" alt=""><figcaption><p>Search &#x26; Select User </p></figcaption></figure>

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FjdmI9rOFXUJd4C4xaacc%2FCreate%20Request%20-%20Select%20User%202.png?alt=media&#x26;token=cae37a48-bab0-42a5-a68e-6691bc2413ad" alt=""><figcaption><p>Choose PeopleSoft Account </p></figcaption></figure>

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2F6fW00u64qOgQXqKLKDSx%2FCreate%20Request%20-%20Select%20Security%20Changes.png?alt=media&#x26;token=168fb327-77af-42d6-b742-f979b76c8e6d" alt=""><figcaption><p>Add or Remove Roles</p></figcaption></figure>

## Request Features&#x20;

When creating a request, a list of the user's current access (Roles) will be shown.&#x20;

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**.&#x20;

* <mark style="color:blue;">**Dark Blue:**</mark> The user's current roles.
* <mark style="color:green;">**Green:**</mark> The new roles that will be requested for access.&#x20;
* <mark style="color:red;">**Red:**</mark> The user's current role is de-selected or requested to be removed.&#x20;

{% hint style="info" %}
Roles are only added or removed when the _approved request is applied to PeopleSoft._&#x20;
{% endhint %}

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

* **Profile -** View the user's employee ID, profile name, and email address.&#x20;
* **Permissions -** View the user's current profile permissions for row security, primary permission, process permission, and the nav home page.&#x20;
* **Forms -** View/Complete additional security options and [**custom forms**](../../settings/custom-forms#how-to-create-a-custom-form) for access requests.
* **Attachments -** View/Add files and image attachments &#x20;

## 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.

{% hint style="info" %}
If you are unsure which role to select, you can provide a description of the changes you require in the comments box.
{% endhint %}

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2Fwk0v4C2sHvg7JnoUyx7u%2FCreate%20Request%20-%20Comments%20Box.png?alt=media&#x26;token=a83f5194-20f1-4fdc-99a0-39a2499acd9f" alt=""><figcaption><p>Enter Comments </p></figcaption></figure>
