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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We are beginning a gradual rollout of the new User interface. It will offer more intuitive controls, cleaner and less cluttered layout, improved styling and more. While most of it is currently hidden by default, you may be able to discover a few dialogs and a slew of details panels that implement the new design. Please stay tuned for updates on this rollout.