Before you start

You need permission to manage requests. Follow your organisation’s sharing and approval requirements.

Step by step

  1. Open the access request with an authorised account.
  2. Review the requester, organisation, intended purpose and requested materials.
  3. Check any confidentiality or NDA requirements before granting access.
  4. Use the available approve or decline controls within your authority and record the required rationale.
  5. Review granted access when its purpose ends or the organisation’s policy requires it.

What happens next

A visitor should receive only the approved scope. Restricted materials remain subject to their access requirements.

If something does not look right

If an approved visitor cannot open a document, check their identity and the approved scope. Avoid sending a public copy to bypass a restriction.