Members

If a user submits a requirement approval or a restriction exception to your organization they will appear in your members list. By default they will provide their name and email address so you can view their authentication.

Manage

You can manage all of a member's access information from their member profile page. Click on the Members tab of the administrator panel, and click on a user's name.

From here you can add a label to better keep track of them, make them an administrator to your organization, or revoke all of their access approvals.

Users who have a pending submission will be marked with an exclamation point and be sorted at the top of the list.

Requirement approvals

When users complete and submit requirement approvals, their submissions will appear on this tab of their member profile. You will see an alert symbol next to the tab and on any submissions needing approval.

These submissions will initially be pending and you can either mark them as approved or rejected. After approving a requirement you can revoke it at any time. You might also notice that it has expired.

You can create and fill out a requirement for a user, or you can edit a user's submission if you notice a mistake. After editing it you'll need to save your changes and then you can change the status if you'd like.

You can leave a comment for users on any form, and will be notified if they leave a comment for you. You'll either need to reply to the comment or mark it as read to clear it.

Access overview

This tab shows an overview of a users access right now to any of your restricted datasets.

Restriction exceptions

When users complete and submit restriction exceptions, their submissions will appear on this tab of their member profile. You will see an alert symbol next to the tab and on any submissions needing approval.

You will manage these in a similar way to requirement approvals. However, you can't generate a restriction exception on behalf of a user.