Requesting access to records
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Prerequisite
- User with access to the system.
Introduction
The access request feature in SoftExpert Drive offers a practical alternative for situations in which the user does not have permission to view a certain record.
When attempting to access a record without authorization, the system informs the restriction and allows the user to send an access request. This request is forwarded to the record owner, who will be notified by email and through the notification center.
Request record access
1. Click the sharing link of the record you do not have access to.
2. Log in to the system if necessary.
3. On the screen that will be opened, type a message requesting access to the file.
4. Click Request.
5. The record owner will be notified. Wait until they attend to the request and grant access.
6. Access the file again to view it. You will be notified by email and through the notification center when access is granted.
- The action is valid for files and folders.
- The access request is recorded in the record history.
Conclusion
The possibility of requesting access to records in SoftExpert Drive ensures greater autonomy for users and contributes to the fluidity of information sharing.
With automatic notifications to the owner, the granting process becomes agile and controlled, respecting the security and visibility definitions of the records.