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.

To create a custom list of Requesters
  1. In the Access Request Site editor, select the Requesters tab.
  2. In the Requester Selection Rules table, select Custom Selection List.
  3. Click Add.
  4. Click select-button.png in the Select Type field to open the Select Type list with two Object types: Partition and Personnel.
    1. Select Partition type to be able to select Requesters from one or more of the system's 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, click select-button.png in the Select Type field and select Personnel.
  6. Select the specific Personnel who can be Requesters for this Access Request Site from the Personnel Selection list and 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. Click Save and Close to save your Requester settings.

    - Or -

    Alternatively, if you want to save the Requester settings and create a new Access Request Site, click Save and New.

    You can also click Create Copy to create a copy of the current Access Request Site with its Requester entries.