Page History

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• The new functionality will allow the Instance-level Administrator to configure a project to allow access requests and to specify what User roles can be requested.
  • In the Contract Edit or Create Form, within the "General Contract Properties", there is a new setting titled "Allow Users to Request Access". Selecting that checkbox will allow Users within that Instance to request access to the Contract via the User Interface. 
  • The available Roles for the Users per requested Contract can be specified in the Contract Details Panel under the "Available Roles" section. 
• The Instance-level Administrator will also be able to designate an access manager for each Contract.
• A regular User in the system will be able to review the list of (published) Contracts and request access with one or multiple roles on the Contract.
• An Access Manager, with sufficient permissions (seen below) will be able to Grant or Reject the Contract Access Requests. 
  • Permissions necessary to access the new "Access Requests" grid view accessible via the Configure widget:
    • Contracts → Administrative → Roles and Access Request - Create
    • Contracts → Administrative → Roles and Access Request - Read
    • Contracts → Administrative → Roles and Access Request - Update
• When the access request is submitted, the designated access manager for the specific Contract will receive a notification and will be able to approve or deny the User's access request without having to select the roles, update separate cases, and/or send emails.

As a result, the entirely in-band process will be frictionless while simultaneously improving security by delegating the access management function to the Contract-level access manager directly familiar with the work and Users managed under the said Contract.

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