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.

Assess purpose and disclosure

Confirm identity, organisation, purpose and requested items. A recognised company domain alone is not justification to release all restricted content. Check NDA and internal approval requirements before granting access.

Grant the intended scope

  1. Inspect the pending request and supporting context.
  2. Approve/decline within authority and record rationale.
  3. Check the resulting grant and recipient.
  4. Investigate identity, publication and scope if access fails rather than bypassing restrictions.

Review access later

Review grants when their purpose ends or policy requires it. Use supported expiry/revocation controls and verify the outcome. Revocation controls future platform access; it does not recall previously downloaded copies or remove separate retention obligations.

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.