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New User Access Request

Accepting users who are requesting to become a user in your business account.

Updated over 2 weeks ago

When new users request access to your organization, a banner will appear in your dashboard displaying the following details:

  1. The requestor's email address

  2. Reason for access request - requestors are required to add a reason at the time of submitting the request

  3. VIEW button - click to open the approval dialog

    1. If approving the request, select a Role for the new user and click APPROVE

    2. Click REJECT to reject the request

    3. Click CANCEL if you are not ready to make a decision. The request will remain in the dashboard for later action

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