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Version: V10

How to Approve or Reject New Requests

Overview

If your portal’s security policy requires approval before a user is added to the portal, then these requests are listed and Managers or Administrators can approve or reject a join request.

To learn about Users, see Understanding Users & Groups.

Steps

Only Administrators and Managers can approve or reject new requests from Users & Groups

Approve Single User

i.  From the Portal's Homepage:

  1. Click on the navigation menu on the top left of your screen.
  2. Expand the Admin tab.
  3. Click on Users & Groups and you'll be directed to the Users & Group page.

ii. On the Users & Groups screen.

  1. Click on the New Requests Button.
  2. Select a user.  
  3. Click on the Action drop-down menu.
  4. Select Approve or Reject to proceed.

A notification will be displayed briefly stating: New Request Approved or Rejected successfully.

Approve or Reject Users in Bulk

i. From the Portal's Homepage:

  1. Click on the navigation menu on the top left of your screen.
  2. Expand the Admin tab.
  3. Click on Users & Groups and you'll be directed to the Users & Group page.

ii. On the Users & Groups screen.

  1. Click on the New Requests Button.
  2. Select the All Users Checkbox. 

3. Click on the Action drop-down menu to expand its options.

4. Then select the Approve or Reject option to proceed. 

A notification will be displayed briefly stating: New Requests have been Approved or Rejected successfully.

Contributions were made by Sarrah hussain & Perwasha Khan.

How to add uses to a group.