Overview
External users may submit requests for access to external accounts (Sites, Persons, OrgsOrganizations) via the 'Request Site Access' function in Site Explorer. When requests are submitted, they are set to Pending and appear in the Pending Access Requests list under the Admin menu for review and approval by internal staff. Internal staff with the correct security role to see this page, may approve or deny the request.
The search bar at the top of the page allows the internal user to review past & current requests with the status of approved, pending or denied. It can be filtered to search for a specific access request by name, email, or site name.
Reviewing and Approving or Denying Requests
Access requests are listed on the Pending Access Requests list page. To list all pending access requests, select pending in the search bar, if not already defaulted. The list provides hyperlinks to the site to review and to the user email. To approve a request:
Click
The list screen displays external role options (Admin, Editor, Viewer) and a checkbox to indicate whether Certifier Status should be granted to the user.
Select the appropriate role from the dropdown.
Optionally check the Approve Certifier Status checkbox.
Click the Approve button to confirm approval of access to the site.
The access is granted and the pending request is removed from the list.
The user is automatically sent a notification indicating their request was approved.
To deny a request:
Click the Deny button corresponding with the request.
Click Yes to confirm denial of access to the site.
The access is denied and the pending request is removed from the list.
Open on the right-hand side of the user's information.
A new page will appear with the requesters information
Under the Request Status, select the new status of either Approved or Denied.
Once a new Request Status has been chosen, the menu will change to show the below options:
The internal user now has the option to choose the external user's Role (Administrator, Editor, Viewer) as well as check the Approve Certifier Status box. Please see this page for an explanation on the Certifier Status: https://windsorsolutions.atlassian.net/wiki/spaces/WindsorSupport/pages/1084915713/CROMERR+and+Electronic+Signatures+in+nVIRO#Granting-Certifier-Rights-to-a-Specific-Facility-or-Entity
Add any comments under the Agency Processing Comments, if needed
Click Save
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