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Requesting access

To request access to resources:

  1. Go the resource for which the Access Request workflow is configured.

  2. On the resource page click the button available for requesting access. The button name is configured by the administrator and can vary.

  3. On the Create a new resource page, in the Select type tab, select Access request (name of the automation). Click Continue to configure fields.

  4. On the next page, in the Configure fields tab, set the following:

    1. Provide a title for the request.

    2. In the Request Details section, provide the name of the person submitting the request. The section also lists the resource for which you are requesting access. If you want to use the same access request for more resources, you can add them here.

    3. Click Continue to review access request button.

  5. On the next page, check the request details for any possible errors before saving it. If adjustments are needed, click Back to edit your request. Click the Create Access Request button.

  6. Next, the access request page with the details of the request opens. If you want to use the same access request for more resources, go to the Related tab and more resources to the same request.

  7. Once you are ready to submit the request, click the Submit Request button.

    Important

    After clicking the Submit Request button, you will no longer be able to make changes to the Access Request.

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