Managing Roles Requests

You can allow platform members to request roles available on the platform but not granted to them yet. You can then manage their requests.

You receive a notification when a user requests a role.

Before you begin: The Allow Platform Members to request new Roles option must be selected.
Note: If you do not select the Allow Platform Members to request new Roles option, the Company section of the Compass disappears.
  1. In the Members Control Center widget, select the Manage Requests sub-tab.
  2. Click the request in the list.
    The role request is displayed along with the name of the member and the number of licenses available in your platform.
    Note:

    You can click to display the role details. For more information, see Viewing Roles Details

    You can click on the highlighted member's name to display the member's details. For more information, see Viewing and Editing Members' Details

    Click to search a specific requester or role.

    Click to display All or to filter Accepted, Pending, Refused roles.

  3. Click Accept or Refuse.

    In some cases the Accept button may be greyed. That is because the requested role contains two or more roles that you can select separately.

If you clicked Accept, the role is granted. If you clicked Refuse, the request is cancelled. In both cases, the user who requested the role receives a notification.