Creating a Request Through the Web App

This document explains how to create an user-purpose access request via the web app.

1. To create a new user-purpose access request, navigate to the "Access Requests" page. Click the three-dot menu in the top right corner, and from the dropdown menu, select "New Purpose Access Request".

   
2. Fill all the required fields on the form and click Next button at the bottom of the page to proceed to the next step. Multiple users can be selected to request purposes in bulk. The “Purpose Identical To” field allows for easy lookup of the desired purpose based on the information provided during purpose creation.

   In the screenshot below, “Purpose Identical To” is set to “Team”, and the purposes under “Team 2” are listed for selection for the chosen users. Alternatively, the “Custom” option can be used to manually select the purposes to assign to the selected users.

   

   

   
3. Review the entered details carefully on the confirmation page. If everything is accurate, click Create to submit the new user-purpose access request(s).

   
4. After creation, the new user-purpose access request will be visible on the Access Requests page. The appropriate reviewer assigned to the request will receive a notification via Slack prompting them to review the request.

   
5. The assigned reviewer can review the access request by navigating to the My Tasks page from the side navigation bar. They should click on the Review button to open and evaluate the request.

   

   

   
6. Once the reviewer approves the user-purpose access request, the status will update on the Access Requests page. The requested purpose will then be assigned to the employee for whom the request was made.

   

To use assigned purposes, refer to Starting & Stopping Assigned Purposes.