Access requests are a main component of automating access to your private Security Portal. This article will give you an overview and show you how your team can manage this process.
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Let's start from your customer's point of view. They will request full/private access from one of a few areas of your public Security Portal. The example below is from the top banner.
All access requests will show up on the Accounts tab under the Access Requests section as shown below. Your team will be able to approve or deny access requests from this section as well as Slack if you have that integration set up from your Settings tab.
Your team will also get notified via email if an individual's notifications are turned on.
Company name filled in by access requestor
First and last name filled in by access requestor
Work email address filled in by access requestor
Location on your Security Portal where the individual clicked "request access"
How long ago the individual requested access
Manually Denying an Access Request
Select the red x icon in the specified user's row. You have the option to decide if you want to notify the requestor by email that their request was declined. If you select "Yes, please notify then", you can send a customized response to the requestor (ie. why their request was declined). Follow the same flow to decline an access request in Slack.
Manually Accepting an Access Request
Select the green check mark in the specified user's row
Determine what the Account (Company) name in SafeBase should be. Suggested Account names will appear as well.
Optional: Type in a description that will appear under the Account's profile in SafeBase
Optional: If you have the Salesforce integration enabled, select a Salesforce account if you would like to override automatic matching (suggested if the Salesforce Account name does not match the SafeBase account name)
Select the NDA type
Follow the same flow to approve an access request in Slack.
Name: The requestor's first and last name
Account: What the company/account name will be in SafeBase
If you have Slack integrated, you will also see access requests posted in the channel you choose. Example below:
Access Request History
Select "View History" on the Accounts tab to view historical access request details.