Creating a custom list of Requesters

You can create a customized list of Requesters who can submit requests in the Access Request Site in the Access Requester Portal.

  1. In the Access Request Site editor, on the Requesters tab.
  2. In the Requester Selection Rules table, select Custom Selection List.
  3. Click Add.
  4. in the Select Type field, click the Menu icon to open the Select Type list with two Object types: Partition and personnel.
    1. Select Partition type to select Requesters from one or more of the system partitions to be assigned to this access request site.
    2. On the Partition Selection list, select one or more Partitions and click OK.

      The selected partitions are displayed in the Custom Selection list.

  5. Click Add and on the Select Type list, in the Select Type field, click the Menu icon and select personnel.
  6. From the Personnel Selection list, select the specific personnel who can be Requesters for this Access Request Site, then click OK. Only personnel who have the Can Submit Requesters option selected in their personnel record are included in the selection list.

    The selected personnel are displayed in the Custom Selection list.

  7. Choose between the following options:
    • To save your Requester settings, click Save and Close.
    • To save the Requester settings and create a new Access Request Site, click Save and New.
    • To create a copy of the current Access Request Site with its Requester entries, click Create Copy.