Managing Access Requests

This article explains how to review, approve and reject requests from people who want access to your organization.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, go to the Access Requests section in the left sidebar.

🔎 Locating Access Requests

If you've received an email notification about a pending access request, you can click the View button directly from the notification. This will open the Access Requests section in a new tab. Alternatively, even without an email notification, you can identify unread requests by the number displayed on the Access Requests subsection within the platform.

👓 Overview of the Access Request List

Upon entering the Access Requests section, you will see a list of all submitted requests. This list provides a quick overview of each request, including the requester's Name, Email, the current Status of the request, and the Date Requested.

📖 Reviewing a Pending Request

Requests with a Pending status haven't been reviewed yet. To view the details of a pending request, simply click on it. You will then see the information provided by the user, which typically includes:

• User Details: First Name, Last Name, Email, Job Title, and Company.
• Workspace Access (if applicable): The specific workspace the user is requesting access to.
• Reason for Access: The user's explanation for needing access.
• Referral Contact: The Name and Email of the person who referred the user.

You will have two options: Approve or Reject.

✅ Approving an Access Request

When approving a request, you will need to:

• Assign a Role: From the "Select an option" dropdown menu, select the appropriate role for the user. Once access is granted, this action assigns the necessary permissions to the user.
• Verify the Company: The "Company" field will already contain the information provided by the user.
  • If the company is already registered in the system, it will be displayed, and the "Create new one" option will be deactivated by default.
  • If the company appears to be new, the "Create new one" option will be active by default, allowing you to create a new company profile.
  • If "Create new one" is active but the name is a variation or misspelling of an existing company, search for and select the correct existing record.
  • If "Create new one" is active for a genuinely new company but you notice a typing error, correct the spelling in the input field before proceeding.
• Confirmation: Once you have selected the role and verified the company, click the "Approve" button.

The user will automatically receive an email with instructions on how to complete their registration.

❌ Rejecting an Access Request

If you need to reject an access request, you must provide a reason for the rejection. This reason will be included in the email sent to the user, so they understand why their request was denied.

❕ Access Request Rejected by System

In some cases, the system might automatically reject an access request. This can occur if the email address provided in the new request already has an existing pending access request.