Permission Requests

Document owners can share documents with other users. If a user does not have access to a document but their user role will allow them to have access if the document is shared with them, they can request access.

When a user requests access, the owner(s) of the document will receive a notification. When they click on the notification, it will allow them to review the request and modify the user's permissions for the requested documents.

Request access from within a document link

If you have at least Can View access to a document, you may request a higher level of access while viewing the document.

To request access from within a document:

1. While in the document, click on Share in the top right corner.
2. In the Collaborative Team dialog, click Request Permission Change.
3. In the Request Permission Change dialog, select which permission level you would like to request for the document.
4. Click Send Request.

Once the request has been sent, the document owner(s) will receive a notification to review your request and either approve or deny it.

Request access to multiple documents at once link

You can bulk request access to documents that you have at least Can View access to from document list pages (e.g. Caseload, All, a student's Documents tab).

To bulk request access:

1. Navigate to a document list page.
2. Search for the documents you would like to request access to. Use the filters as needed.
3. Once you have selected the documents, click on Share > Request Permission Change.
4. In the Request Permission Change dialog, select which permission level you would like to request for the documents.
5. Click Send Request.

Once the request has been sent, the document owner(s) will receive a notification to review your request and either approve/deny it, or grant a different level of access.

Request access to documents you cannot currently view link

In some cases, users may want to request document access to documents they cannot currently view. In this case, they may not even know whether the desired documents exist.

To request access to "theoretical" documents, users can request access to documents of a specific form type, for specific students. This can be done from the Students / create new page.

To request access from Students / create new:

1. While on the Students / create new page, search for the students you would like to request document access for. Use the filters as needed.
2. Once you have selected the students, click on Actions > Request Permissions.
3. In the Request Permission dialog, select which forms you would like to request access to.
4. Then select which permission level you would like to request for the documents.
5. Click Send Request.

Once the request is sent, if there are currently effective documents of the given form type for the selected students, the document owner(s) will receive a notification to review your request and either approve/deny it, or grant a different level of access.

Approve or deny document access link

If a user requests access to one or more of the documents you own, you will receive a notification depending on how you've configured your notification preferences.

You can click on the notification (or notification link) to review the request. While reviewing the request, you will need to make a decision about whether you approve or deny the request on a per-document basis.

To approve or deny a permission request:

1. Once you've followed the permission request notification, you will be able to view the list of documents.
2. If more than 50 documents have been requested, 50 documents will appear on the page at a time and you may use the arrows in the top right to navigate through the list of documents.
3. To approve all requested documents, click Approve ## documents.
4. To deny all requested documents, click Ignore All.
5. To approve some of the requested documents, you may do any or all of the following:
   • Click Stop selecting all items at the top
   • Use filters as desired
   • Select and deselect documents
   • If you would like to approve the selected documents on a page, click Approve ## documents to grant access and be taken to the next page of 50 documents.

After you have gone through each page of documents or once you click Ignore all, the request page will close and your notification will disappear.

If you select Ignore all after approving a set of the documents, access will be granted for the approved documents and ignored for the remaining documents.

If you navigate away from the request page before approving or ignoring all documents, you may return to the request page by clicking on the original notification.

Grant a different level of access link

When you receive a permission request for documents you own, the request will be for a specific permission level (Can View, Can Edit, Owner). If you would like to grant a different permission level for some or all of the requested documents, you may do so.

To grant a different level of access:

1. While reviewing a permission request, select only the documents you would like to grant a different level of access for.
   • You may use filters and select/deselect documents as needed.
2. Click on Share > Update Collaborators.
3. While on the Update Collaborators dialog, set the user permissions to the desired level.
4. Click OK.
5. If there is more than one page of documents on the request page, when you save your changes, the access will be granted and you will be taken to the next page of requested documents where you will be able to approve/deny the request or grant a different permission level again.