Requesting Access with the Web Portal

Follow these steps to request access to an integration:

1. On the My Requests page, click New Request. The New Request page appears.

2. Click the All Resources tab. The resources fields appear below.

3. From the Request on Behalf of dropdown menu, select the individual to receive access. By default, your user profile is selected.

4. Under How would you like to access resources?, click By App. The Request by App fields appear.

5. Select an Integration.

6. Select a Resource Type. The available options depend upon the selected integration.

7. Select one or several Resources. The available options depend upon the selected resource type.

8. Select one or several Permission options. The available options depend upon the selected resources.

9. Click Next. The Complete Additional Details page appears.

10. Enter the Duration in Hours that you want to have access to the resource.

11. Enter a Justification explaining why you are requesting access to the resource.

12. (If applicable) Select the Ticket Type associated with your request as defined in your organization’s ticketing system.

13. (If applicable) Enter the unique Ticket ID from your organization’s ticketing system to link the request to the tracked task.

14. Click Submit Request. The request will appear with its status on the My Requests tab.

If enabled by your admin, you will receive a notification via Slack or Microsoft Teams. Otherwise, the notification will be delivered by email.

Follow these steps to request access to a bundle:

1. On the My Requests page, click New Request. The New Request page appears.

2. Click the Bundles tab. The bundle fields appear below.

3. From the Request on Behalf of dropdown menu, select the individual to receive access. By default, your user profile is selected.

4. Select a Bundle.

5. Click Next. The Complete Additional Details page appears.

6. Enter the Duration in Hours that you want to have access to the resource.

7. Enter a Justification explaining why you are requesting access to the resource.

8. (If applicable) Select the Ticket Type associated with your request as defined in your organization’s ticketing system.

9. (If applicable) Enter the unique Ticket ID from your organization’s ticketing system to link the request to the tracked task.

10. Click Submit Request. The request will appear with its status on the My Requests tab.

If enabled by your admin, you will receive a notification via Slack or Microsoft Teams. Otherwise, the notification will be delivered by email.

Follow these steps to request access to a resource, an app, or a bundle:

1. On the My Requests tab, from the Status dropdown menu, select none, one, or several options to filter the list of requests.

2. In the row of your desired request, click (Request again icon). A pop-up window appears.

3. Enter a Justification explaining why you are resubmitting the request.

4. Click Submit. The request will appear with its status on the My Requests tab.

Follow these steps to request access to a resource, an app, or a bundle:

1. On the Favorites tab, in the row of your desired request, click Request again. A pop-up window appears.

2. Enter a Justification explaining why you are resubmitting the request.

3. Click Submit. The request will appear with its status on the My Requests tab.

Follow these steps to request access to a resource, an app, or a bundle for a grantee:

1. On the Delegated Requests page, from the Status dropdown menu, select one or more options to filter the list of requests.

2. In the row of your desired request, click Request again. A pop-up window appears.

3. Enter a Justification explaining why you are resubmitting the request.

4. Click Submit. The request will appear with its status on the Delegated Requests page.

Follow these steps to view and track the statuses all the requests you have made on behalf of grantees:

1. On the Delegated Requests page, from the Status dropdown menu, select none, one, or several options to filter the list of requests.

2. Click a request card. A panel appears displaying the details of the access request.

1. Under Access to, click View resources to display the resources to which the request grants access.

2. (Optional) Click Request again to resubmit the request.

3. At the top right of the panel, click X to close the panel.

Follow these steps to revoke access from a grantee for whom you requested access:

1. On the Delegated Requests page, from the Status dropdown menu, select none, one, or more options to filter the list of requests.

2. Click a request card. A panel appears displaying the details of the access request.

3. Click Revoke access. A confirmation window appears.

4. Click Yes.